IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,597 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, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% 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
801
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.39B
2
LPL Financial
2
LPL Financial
California
$1.8B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
4
Bank of America
North Carolina
$3.69B
5
Wells Fargo
5
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$27.3M
2
CAM
2
Cresset Asset Management
Illinois
$421M
3
HNB
3
Huntington National Bank
Ohio
$222M
4
IAIM
4
International Assets Investment Management
Florida
$1.37M
5
DWM
5
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
126
First Business Financial Services
Wisconsin
$61.5M +$433K +3,757 +0.7%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$61.2M +$1.16M +10,048 +2%
SGDR
128
SPX Gestao de Recursos
Brazil
$59.9M +$59.9M +519,486 New
TIAA Trust, National Association
129
TIAA Trust, National Association
North Carolina
$59.6M -$920K -7,988 -2%
SFG
130
Sage Financial Group
Pennsylvania
$59.3M +$1.89M +16,440 +3%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$58.6M -$41.1K -357 -0.1%
VC
132
Vicus Capital
Pennsylvania
$58.2M +$435K +3,777 +0.8%
FA
133
Financial Advisors
Massachusetts
$58M +$97K +842 +0.2%
ODIJL
134
One Day In July LLC
Vermont
$57.1M -$1.74M -15,059 -3%
QWP
135
Quotient Wealth Partners
Texas
$57.1M +$203K +1,766 +0.4%
CA
136
Clearstead Advisors
Ohio
$57M +$1.87M +16,265 +3%
FNT
137
First National Trust
Pennsylvania
$56.5M -$1.01M -8,771 -2%
BSB
138
Bangor Savings Bank
Maine
$56.4M +$1.06M +9,216 +2%
LWMT
139
Legacy Wealth Management (Tennessee)
Tennessee
$56.2M +$1.2M +10,385 +2%
WA
140
Wealth Architects
California
$54.8M +$1.39M +12,105 +3%
Brown Advisory
141
Brown Advisory
Maryland
$54.6M +$11.3M +97,953 +26%
FT
142
Fiduciary Trust
Massachusetts
$52.6M -$830K -7,202 -2%
SWM
143
Stockman Wealth Management
Montana
$52.6M +$1.97M +17,067 +4%
P
144
&Partners
Tennessee
$52.4M +$14.3M +123,805 +38%
Bank of Nova Scotia
145
Bank of Nova Scotia
Ontario, Canada
$52.1M – – –
BBHC
146
Brown Brothers Harriman & Co
New York
$52M -$2.07K -18 -0%
NQWM
147
Northwest Quadrant Wealth Management
Oregon
$51.1M +$893K +7,748 +2%
AllianceBernstein
148
AllianceBernstein
Tennessee
$50.9M +$3.2M +27,780 +7%
CIA
149
Choate Investment Advisors
Massachusetts
$50.8M +$424K +3,680 +0.8%
SA
150
Sanctuary Advisors
Indiana
$50.7M +$4.12M +34,511 +9%
4 5
6
7 8