IJR icon

iShares Core S&P Small-Cap ETF

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
1326
Jacobi Capital Management
Pennsylvania
$659K +$47.1K +510 +8%
APW
1327
Aurora Private Wealth
New Jersey
$655K +$349K +3,771 +114%
TI
1328
Truepoint Inc
Ohio
$654K -$12.2K -132 -2%
MCM
1329
Maryland Capital Management
Maryland
$653K +$7.11K +77 +1%
CANC
1330
Culbertson A N & Co
Virginia
$652K +$45.2K +490 +7%
ANBT
1331
American National Bank & Trust
Texas
$652K +$401K +4,343 +160%
Fayez Sarofim & Co
1332
Fayez Sarofim & Co
Texas
$650K
WLIM
1333
White Lighthouse Investment Management
Massachusetts
$648K
EWS
1334
Evergreen Wealth Solutions
Pennsylvania
$648K +$648K +7,008 New
BWCS
1335
Beirne Wealth Consulting Services
Connecticut
$642K -$652K -7,045 -50%
Fisher Asset Management
1336
Fisher Asset Management
Washington
$639K +$251K +2,716 +65%
RWM
1337
Rockwood Wealth Management
Pennsylvania
$638K -$60.1K -650 -9%
GCA
1338
Gradient Capital Advisors
California
$634K +$185 +2 +0%
MSFS
1339
Main Street Financial Solutions
Pennsylvania
$633K -$9.42K -102 -1%
BLC
1340
Brown, Lisle/Cummings
Rhode Island
$633K +$924 +10 +0.1%
JCM
1341
Janney Capital Management
Pennsylvania
$632K -$17.8K -193 -3%
OWM
1342
Orgel Wealth Management
Wisconsin
$631K +$16.7K +181 +3%
FBB
1343
Fulton Breakefield Broenniman
Maryland
$631K +$88.4K +957 +16%
OFG
1344
Oxford Financial Group
Indiana
$629K
OC
1345
Oakworth Capital
Alabama
$628K -$359K -3,883 -36%
LCC
1346
Lincoln Capital Corp
Rhode Island
$626K
LA
1347
Legacy Advisors
Pennsylvania
$626K +$27.3K +295 +5%
SFG
1348
Sather Financial Group
Texas
$624K +$7.94K +86 +1%
WPC
1349
Waters Parkerson & Co
Louisiana
$622K
EWA
1350
Exencial Wealth Advisors
Oklahoma
$619K +$45.2K +489 +8%