IJR icon

iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IFO
1351
Independent Family Office
New York
$1.21M +$44.9K +388 +4%
BWA
1352
BlueChip Wealth Advisors
Georgia
$1.2M
SPC
1353
Spirepoint Private Client
Florida
$1.2M -$21.8K -186 -2%
FPW
1354
Flagship Private Wealth
Massachusetts
$1.2M +$238K +2,034 +25%
JIR
1355
James Investment Research
Ohio
$1.2M +$29.2K +250 +3%
SXL
1356
Summit X LLC
Missouri
$1.2M -$17.8K -167 -1%
KLCM
1357
KG&L Capital Management
Louisiana
$1.19M -$14.2K -121 -1%
PWM
1358
PBMares Wealth Management
Virginia
$1.19M -$134K -1,149 -10%
FCA
1359
FLC Capital Advisors
California
$1.19M -$33.5K -286 -3%
AW
1360
Avion Wealth
Texas
$1.18M +$27.4K +234 +2%
GFPC
1361
Global Financial Private Client
Florida
$1.18M +$632K +5,400 +116%
CFD
1362
Creative Financial Designs
Indiana
$1.18M -$505K -4,318 -30%
PPW
1363
Pasadena Private Wealth
California
$1.17M
OC
1364
Opinicus Capital
Florida
$1.17M +$11.1K +95 +1%
TF
1365
Tompkins Financial
New York
$1.17M -$351 -3 -0%
LC
1366
Lincoln Capital
Nebraska
$1.16M -$7.25K -62 -0.6%
SFG
1367
Sovereign Financial Group
Connecticut
$1.16M -$21.5K -184 -2%
G
1368
GenTrust
Florida
$1.16M -$53.6K -458 -4%
ACP
1369
Aviance Capital Partners
Florida
$1.16M +$3.28K +28 +0.3%
CKAIS
1370
Christensen King & Associates Investment Services
Washington
$1.16M +$298K +2,548 +35%
EFA
1371
Edge Financial Advisors
Illinois
$1.16M +$1.16M +9,891 New
FFA
1372
First Foundation Advisors
California
$1.16M -$389K -3,324 -25%
SYBT
1373
Stock Yards Bank & Trust
Kentucky
$1.15M +$14.7K +126 +1%
OLA
1374
Oliver Luxxe Assets
New Jersey
$1.14M +$35.2K +301 +3%
HWM
1375
HRC Wealth Management
Idaho
$1.14M +$1.87K +16 +0.2%