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 %
HAS
1376
Holland Advisory Services
Florida
$1.05M -$40.1K -363 -4%
SI
1377
Saxon Interests
Texas
$1.05M -$91.1K -824 -8%
SIA
1378
SeaBridge Investment Advisors
New Jersey
$1.05M
OLA
1379
Oliver Luxxe Assets
New Jersey
$1.05M +$120K +1,087 +13%
Legacy Financial Group (Iowa)
1380
Legacy Financial Group (Iowa)
Iowa
$1.05M +$1.05M +9,482 New
SVWAG
1381
Sound View Wealth Advisors Group
Georgia
$1.05M -$122K -1,107 -10%
OPAM
1382
Ocean Park Asset Management
California
$1.05M +$603K +5,452 +136%
BMD
1383
Better Money Decisions
New Mexico
$1.04M -$8.62K -78 -0.8%
HWM
1384
HRC Wealth Management
Idaho
$1.04M -$130K -1,177 -11%
LW
1385
Linscomb Wealth
Texas
$1.04M +$6.96K +63 +0.7%
IPWA
1386
International Private Wealth Advisors
California
$1.04M -$2.54M -22,960 -71%
SM
1387
Sensible Money
Arizona
$1.03M -$153K -1,381 -13%
CCM
1388
Crew Capital Management
Ohio
$1.02M -$9.73K -88 -0.9%
BPC
1389
Banque Pictet & Cie
Switzerland
$1.02M +$127K +1,149 +14%
SWC
1390
Spectrum Wealth Counsel
Indiana
$1.02M +$547K +4,945 +116%
FWIA
1391
Fort Washington Investment Advisors
Ohio
$1.02M +$30.2K +273 +3%
FFA
1392
Fortune Financial Advisors
Kansas
$1.01M -$249K -2,254 -20%
CAM
1393
Chandler Asset Management
California
$1.01M
AL
1394
ADE LLC
Maryland
$1M -$13.3K -120 -1%
AW
1395
Avion Wealth
Texas
$1M +$96.6K +874 +11%
GKWIM
1396
Gerber Kawasaki Wealth & Investment Management
California
$999K -$33.5K -303 -3%
SWP
1397
Strategic Wealth Partners
Ohio
$993K +$5.97K +54 +0.6%
CCG
1398
Cypress Capital Group
Florida
$991K -$9.95M -89,988 -91%
PSF
1399
Pacific Sun Financial
California
$986K +$3.32K +30 +0.3%
TPW
1400
TL Private Wealth
Texas
$980K -$144K -1,319 -13%