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 %
QPWM
1401
Quadrant Private Wealth Management
Pennsylvania
$1.35M +$44.9K +390 +3%
IA
1402
Inspire Advisors
Idaho
$1.35M +$63K +547 +5%
SI
1403
Saxon Interests
Texas
$1.34M -$4.15K -36 -0.3%
FPCG
1404
Forum Private Client Group
Indiana
$1.34M +$50.6K +439 +4%
IFA
1405
Index Fund Advisors
California
$1.34M -$10.8K -94 -0.8%
RT
1406
Rockland Trust
Massachusetts
$1.34M +$46.1K +400 +4%
IPW
1407
Intergy Private Wealth
Colorado
$1.33M +$39.6K +344 +3%
GC
1408
Gilbert & Cook
Iowa
$1.33M -$22.6K -196 -2%
TRSOTSOK
1409
Teachers Retirement System of the State of Kentucky
Kentucky
$1.33M – – –
ACA
1410
American Capital Advisory
Idaho
$1.33M +$110K +954 +9%
1IA
1411
1834 Investment Advisors
Wisconsin
$1.33M +$22.5K +195 +2%
SWM
1412
SeaCrest Wealth Management
New York
$1.33M -$111K -963 -8%
FPW
1413
Flagship Private Wealth
Massachusetts
$1.33M +$144K +1,248 +12%
IAS
1414
Insigneo Advisory Services
Florida
$1.32M +$54.3K +471 +4%
SCA
1415
Sandy Cove Advisors
Massachusetts
$1.31M +$57.6K +500 +5%
NCM
1416
Novare Capital Management
North Carolina
$1.31M +$268K +2,322 +26%
GSEP
1417
Golden State Equity Partners
California
$1.29M +$1.02M +8,864 +376%
SFP
1418
Sterling Financial Planning
New Jersey
$1.29M -$59K -512 -4%
ONST
1419
Old North State Trust
North Carolina
$1.29M -$30.6K -266 -2%
CPP
1420
Capasso Planning Partners
South Carolina
$1.29M -$946K -8,208 -42%
SPC
1421
Spirepoint Private Client
Florida
$1.29M +$102K +887 +9%
EWA
1422
Exencial Wealth Advisors
Oklahoma
$1.28M -$4.38K -38 -0.3%
CWP
1423
Cyndeo Wealth Partners
Florida
$1.28M +$22.2K +193 +2%
OFG
1424
Oxford Financial Group
Indiana
$1.28M +$58K +503 +5%
SQA
1425
Simon Quick Advisors
New Jersey
$1.27M +$273K +2,366 +27%
55 56
57
58 59