IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,598 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 802 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
+235
Holders Change %
+9.94%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
802
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$206M
2
LPL Financial
LPL Financial
California
+$189M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$178M
4
Bank of America
Bank of America
North Carolina
+$121M
5
Wells Fargo
Wells Fargo
California
+$119M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$572B
2
CAM
Cresset Asset Management
Illinois
-$268M
3
HNB
Huntington National Bank
Ohio
-$223M
4
IAIM
International Assets Investment Management
Florida
-$176M
5
DWM
Dynasty Wealth Management
Florida
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1326
Lionsbridge Wealth Management
Florida
$1.61M +$230K +1,997 +17%
EWA
1327
EverSource Wealth Advisors
Alabama
$1.59M +$289K +2,508 +22%
IFO
1328
Independent Family Office
New York
$1.59M +$393K +3,410 +33%
PAM
1329
Peak Asset Management
Colorado
$1.59M – – –
RG
1330
Rathbones Group
United Kingdom
$1.59M +$338K +2,936 +27%
SC
1331
Solstein Capital
California
$1.59M – – –
IPWA
1332
International Private Wealth Advisors
California
$1.57M +$452K +3,921 +40%
CIR
1333
Clear Investment Research
Georgia
$1.57M -$12.6K -109 -0.8%
DC
1334
Destiny Capital
Colorado
$1.57M +$93.3K +810 +6%
BOJHT
1335
Bank of Jackson Hole Trust
Wyoming
$1.57M +$1.57M +13,600 New
SSA
1336
Sierra Summit Advisors
Nevada
$1.56M -$1.5K -13 -0.1%
WA
1337
WP Advisors
California
$1.56M +$15.2K +132 +1%
CA
1338
Cambridge Advisors
Nebraska
$1.56M -$123K -1,071 -7%
RGF
1339
Retirement Guys Formula
Ohio
$1.56M -$503K -4,362 -24%
EB
1340
Eastern Bank
Massachusetts
$1.56M -$16.2K -141 -1%
RSF
1341
Rik Saylor Financial
Ohio
$1.54M +$1.54M +13,332 New
FMI
1342
Fiduciary Management Inc
Wisconsin
$1.53M +$1.53M +13,245 New
AO
1343
Advisor OS
Illinois
$1.52M -$173K -1,503 -10%
TWM
1344
Thrive Wealth Management
Pennsylvania
$1.52M -$128K -1,113 -8%
MCM
1345
Mainstream Capital Management
California
$1.52M -$24.2K -210 -2%
OAM
1346
Occidental Asset Management
California
$1.51M +$1.01M +8,767 +203%
JPWM
1347
Jamison Private Wealth Management
Georgia
$1.51M +$79K +686 +6%
ACG
1348
Allen Capital Group
Nebraska
$1.5M -$18.2K -158 -1%
CA
1349
Claro Advisors
Massachusetts
$1.5M +$98.1K +851 +7%
BL
1350
Balentine LLC
Georgia
$1.49M -$576 -5 -0%
52 53
54
55 56