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 %
LSPW
1476
Lake Street Private Wealth
Illinois
$345K -$27.9K -245 -7%
AIP
1477
ARS Investment Partners
New York
$344K +$344K +3,049 New
TW
1478
Towerpoint Wealth
California
$343K -$36K -318 -9%
FMTC
1479
Farmers & Merchants Trust Company
California
$343K -$11.3K -100 -3%
MMA
1480
Miracle Mile Advisors
California
$343K +$2.26K +20 +0.7%
SCM
1481
Shelton Capital Management
Colorado
$339K
WB
1482
Webster Bank
Connecticut
$339K
NIC
1483
Northwest Investment Counselors
Oregon
$338K
WA
1484
Wambolt & Associates
Colorado
$338K +$338K +2,971 New
MWM
1485
Madison Wealth Management
Ohio
$337K +$5.99K +53 +2%
SMG
1486
Smart Money Group
Texas
$337K +$6.75K +99 +2%
MJRIC
1487
Mogy Joel R Investment Counsel
California
$336K +$226 +2 +0.1%
PG
1488
Proffitt & Goodson
Tennessee
$335K -$112K -992 -25%
AWA
1489
Alta Wealth Advisors
Massachusetts
$335K +$1.92K +17 +0.6%
AUB
1490
Atlantic Union Bankshares
Virginia
$332K +$3.5K +31 +1%
PWM
1491
Penobscot Wealth Management
Maine
$332K +$332K +2,942 New
3LCM
1492
3D/L Capital Management
Connecticut
$331K +$52.7K +467 +19%
SSC
1493
Syverson Strege & Co
Iowa
$329K
NEWAS
1494
N.E.W. Advisory Services
Wisconsin
$325K -$85.8K -766 -21%
MC
1495
Martin & Co
Tennessee
$325K -$2.26K -20 -0.7%
GP
1496
Girard Partners
Pennsylvania
$325K
BFG
1497
Beacon Financial Group
Texas
$324K -$37.8K -350 -10%
CWM
1498
Circle Wealth Management
New Jersey
$323K +$792 +7 +0.2%
BAM
1499
Barrett Asset Management
New York
$322K
DIP
1500
DT Investment Partners
Pennsylvania
$322K