IJR icon

iShares Core S&P Small-Cap ETF

682 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 270 increasing their positions, 259 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
682
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
18.2%
Holding in Top 10
97
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.19%
% of All Funds
2.59%
New
57
Increased
270
Reduced
259
Closed
47
Calls
$11.9M
Puts
$8.51M
Net Calls
+$3.42M
Net Calls Change
+$810K
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
126
DeGreen Capital Management
Arizona
$10.1M +$10.1M +178,760 New
RCAG
127
Rehmann Capital Advisory Group
Michigan
$10M +$722K +12,834 +8%
PMG
128
ProVise Management Group
Florida
$10M -$122K -2,160 -1%
BAAM
129
Baker Avenue Asset Management
California
$9.9M -$1.27M -22,632 -11%
SMC
130
Smith, Moore & Co
Missouri
$9.84M +$217K +3,858 +2%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$9.8M +$5.64M +100,200 +135%
GA
132
Geneva Advisors
Illinois
$9.76M +$251K +4,458 +3%
BFO
133
Boston Family Office
Massachusetts
$9.73M -$187K -3,318 -2%
KWMG
134
King Wealth Management Group
Florida
$9.68M +$2.82M +50,064 +41%
GIM
135
Goelzer Investment Management
Indiana
$9.64M +$2.42M +42,960 +33%
TCM
136
Twele Capital Management
Minnesota
$9.53M +$306K +5,430 +3%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$9.52M +$213K +3,786 +2%
PI
138
PineBridge Investments
New York
$8.99M +$995K +17,680 +12%
CAL
139
Capital Analysts LLC
Pennsylvania
$8.96M +$6.27M +111,442 +234%
SC
140
Stratford Consulting
Texas
$8.84M +$1.01M +17,974 +13%
FA
141
FDx Advisors
Illinois
$8.7M -$5.87M -104,364 -40%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$8.69M +$2.3M +40,930 +36%
FHA
143
First Horizon Advisors
Tennessee
$8.63M +$8.1M +143,616 +1,540%
FWM
144
FFT Wealth Management
Pennsylvania
$8.61M +$3.9M +69,380 +83%
PAM
145
Peninsula Asset Management
Florida
$8.37M -$145K -2,576 -2%
SIC
146
Shoker Investment Counsel
Ohio
$8.19M +$2.3M +40,954 +39%
FANJ
147
Financial Architects (New Jersey)
New Jersey
$8.04M -$367K -6,512 -4%
GG
148
Gofen & Glossberg
Illinois
$8.04M -$27.7K -492 -0.3%
MCM
149
MAI Capital Management
Ohio
$7.87M +$32.3K +574 +0.4%
CIM
150
CIM Investment Management
Pennsylvania
$7.68M +$2.51M +44,642 +49%