IJR icon

iShares Core S&P Small-Cap ETF

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M
Name Holding Trade Value Shares
Change
Shares
Change %
WCFA
1451
Walkner Condon Financial Advisors
Wisconsin
$374K +$35.4K +312 +10%
MMM
1452
Mendel Money Management
Illinois
$373K +$5.2K +46 +1%
GG
1453
GenWealth Group
New Jersey
$372K -$232K -2,057 -38%
LRIA
1454
Leonard Rickey Investment Advisors
Washington
$372K -$39.2K -364 -10%
TWM
1455
Titus Wealth Management
California
$371K -$10.4K -92 -3%
OWA
1456
One Wealth Advisors
California
$371K +$26K +230 +8%
GAG
1457
GM Advisory Group
New York
$369K
BFG
1458
Berger Financial Group
Minnesota
$369K +$6.55K +58 +2%
LOPW
1459
Live Oak Private Wealth
North Carolina
$366K +$366K +3,240 New
EP
1460
Edgestream Partners
New Jersey
$365K -$85.9K -761 -19%
GC
1461
Garde Capital
Washington
$361K +$20.7K +183 +6%
CCM
1462
Coe Capital Management
Illinois
$359K
HWA
1463
Heartwood Wealth Advisors
Virginia
$359K
IFWM
1464
Institute for Wealth Management
Colorado
$359K +$9.82K +87 +3%
SIM
1465
Sadoff Investment Management
Wisconsin
$358K
PIA
1466
Powell Investment Advisors
Florida
$358K +$1.69K +15 +0.5%
CCM
1467
Coldstream Capital Management
Washington
$357K -$359K -3,178 -50%
DWM
1468
Doyle Wealth Management
Florida
$356K +$2.03K +18 +0.6%
TWA
1469
TCI Wealth Advisors
Arizona
$355K +$11.2K +99 +3%
SAM
1470
Secure Asset Management
Michigan
$354K +$67.3K +595 +23%
DA
1471
Detalus Advisors
Missouri
$351K +$11.4K +101 +3%
CBTWT
1472
Community Bank & Trust (Waco, Texas)
Texas
$350K -$11.3K -100 -3%
SBIA
1473
Sheaff Brock Investment Advisors
Indiana
$350K
MFW
1474
Mosaic Family Wealth
Missouri
$349K +$3.39K +30 +1%
DP
1475
Dearborn Partners
Illinois
$346K