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 %
NWMG
1426
National Wealth Management Group
Ohio
$917K +$10.6K +96 +1%
ICG
1427
InterOcean Capital Group
Tennessee
$913K -$311K -2,815 -25%
ITIM
1428
Indiana Trust & Investment Management
Indiana
$912K +$33.7K +305 +4%
RSVP
1429
Ramsay Stattman Vela & Price
Colorado
$911K +$69.5K +629 +8%
EW
1430
Evoke Wealth
California
$910K +$910K +8,237 New
SWA
1431
Strategies Wealth Advisors
Michigan
$910K -$266K -2,406 -23%
PT
1432
Plimoth Trust
Massachusetts
$909K +$209K +1,890 +30%
WJWM
1433
Williams Jones Wealth Management
New York
$906K +$59.1K +535 +7%
HIP
1434
HUB Investment Partners
Texas
$900K +$218K +1,973 +32%
CMI
1435
Clare Market Investments
Texas
$899K +$48K +434 +6%
DC
1436
Destiny Capital
Colorado
$893K +$70.8K +641 +9%
CCG
1437
Catalina Capital Group
California
$892K -$526K -4,763 -37%
CFS
1438
Coordinated Financial Services
Colorado
$892K +$892K +8,067 New
HAM
1439
Harmony Asset Management
Arizona
$888K +$21.2K +192 +2%
MCCA
1440
Mill Creek Capital Advisors
Pennsylvania
$888K +$22.1K +200 +3%
CG
1441
Corundum Group
Colorado
$880K -$221K -2,000 -20%
NB
1442
Northwest Bancshares
Pennsylvania
$880K +$880K +7,960 New
FPW
1443
Flagship Private Wealth
Massachusetts
$877K -$166K -1,498 -16%
SHFA
1444
SC&H Financial Advisors
Maryland
$877K +$13.2K +119 +2%
GSC
1445
Grey Street Capital
Illinois
$873K +$179K +1,621 +26%
PCH
1446
PGIM Custom Harvest
New Jersey
$872K +$87.5K +792 +11%
SCA
1447
Stokes Capital Advisors
South Carolina
$871K +$553 +5 +0.1%
VAG
1448
Vannoy Advisory Group
Texas
$870K
EB
1449
Emprise Bank
Kansas
$866K +$866K +7,833 New
MI
1450
Moneywise Inc
Virginia
$865K -$18.1K -164 -2%