IJR icon

iShares Core S&P Small-Cap ETF

2,314 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,046 increasing their positions, 867 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,314
Holders Change
+15
Holders Change %
+0.65%
% of All Funds
33.54%
Holding in Top 10
343
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.05%
% of All Funds
4.97%
New
141
Increased
1,046
Reduced
867
Closed
95
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1351
Brookmont Capital Management
Texas
$1.12M -$30.5K -276 -3%
SW
1352
StrongBox Wealth
Missouri
$1.11M +$90.1K +815 +9%
PPW
1353
Pasadena Private Wealth
California
$1.11M
FBT
1354
First Bankers Trust
Kentucky
$1.1M +$1.1M +9,987 New
WCWM
1355
Wooster Corthell Wealth Management
Connecticut
$1.1M -$8.18K -74 -0.7%
AC
1356
AWM Capital
Arizona
$1.09M +$616K +5,571 +129%
DJYG
1357
David J. Yvars Group
Florida
$1.09M +$62.9K +569 +6%
KW
1358
KWB Wealth
California
$1.09M -$1.99K -18 -0.2%
CA
1359
Claro Advisors
Massachusetts
$1.09M -$150K -1,356 -12%
ACP
1360
Aviance Capital Partners
Florida
$1.08M -$4.64K -42 -0.4%
AOWM
1361
Alpha Omega Wealth Management
Virginia
$1.08M +$16.1K +146 +2%
KLCM
1362
KG&L Capital Management
Louisiana
$1.08M +$20.4K +185 +2%
TAM
1363
Townsend Asset Management
North Carolina
$1.08M +$1.11K +10 +0.1%
BO
1364
Bank OZK
Arkansas
$1.08M -$47.9K -433 -4%
RPGK
1365
Retirement Planning Group (Kansas)
Kansas
$1.07M -$6.3K -57 -0.6%
IIC
1366
Integrated Investment Consultants
Michigan
$1.07M -$24.6K -223 -2%
TI
1367
Trexquant Investment
Connecticut
$1.07M -$677K -6,127 -39%
WP
1368
Westmount Partners
California
$1.07M +$88.9K +804 +9%
EWA
1369
ERTS Wealth Advisors
Michigan
$1.06M -$104K -938 -9%
MMA
1370
Miracle Mile Advisors
California
$1.06M -$165K -1,497 -13%
BFA
1371
Bragg Financial Advisors
North Carolina
$1.06M +$330K +2,990 +45%
TCM
1372
Tufton Capital Management
Maryland
$1.06M +$29.8K +270 +3%
EDRIA
1373
Edmonds Duncan Registered Investment Advisors
Kansas
$1.06M
SIS
1374
Sound Income Strategies
Florida
$1.06M -$2.93M -26,536 -73%
RB
1375
Renasant Bank
Mississippi
$1.06M +$5.42K +49 +0.5%