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 %
MCM
1476
MV Capital Management
Maryland
$832K +$10.2K +92 +1%
HFS
1477
Haverford Financial Services
Pennsylvania
$829K
GKIM
1478
GW&K Investment Management
Massachusetts
$829K -$24K -217 -3%
BFWM
1479
Bright Futures Wealth Management
New York
$829K +$829K +7,834 New
LW
1480
Lauer Wealth
Indiana
$824K -$1.06K -10 -0.1%
KAM
1481
Kraft Asset Management
Tennessee
$814K -$51.2K -463 -6%
GWM
1482
Greenhouse Wealth Management
Connecticut
$814K +$51.8K +469 +7%
PMFA
1483
Plante Moran Financial Advisors
Michigan
$812K -$4.86K -44 -0.6%
SL
1484
SFM LLC
New Hampshire
$807K -$150K -1,359 -16%
PCA
1485
Pallas Capital Advisors
Massachusetts
$805K -$311K -2,815 -28%
CSWM
1486
Cassady Schiller Wealth Management
Ohio
$802K +$7.74K +70 +1%
CPA
1487
Cardiff Park Advisors
California
$794K +$1.77K +16 +0.2%
JBA
1488
Johnson Bixby & Associates
Washington
$794K -$34.3K -310 -4%
EBSAM
1489
Eubel Brady & Suttman Asset Management
Ohio
$788K +$42.6K +385 +6%
ME
1490
McIlrath & Eck
Washington
$787K -$8.73K -79 -1%
HA
1491
HFG Advisors
Ohio
$786K -$101K -910 -11%
EWM
1492
Elevatus Welath Management
New York
$784K +$409K +3,700 +109%
BC
1493
Barrett & Company
Rhode Island
$783K +$111 +1 +0%
LMKC
1494
L.M. Kohn & Company
Ohio
$782K +$142K +1,287 +22%
IVP
1495
Intrinsic Value Partners
Arizona
$781K +$781K +7,070 New
SFA
1496
Source Financial Advisors
New York
$779K +$167K +1,511 +27%
CTB
1497
Country Trust Bank
Illinois
$778K -$75K -679 -9%
BFS
1498
Bradley Foster & Sargent
Connecticut
$777K +$37.1K +336 +5%
1WA
1499
180 Wealth Advisors
Washington
$777K +$84.2K +762 +12%
IA
1500
Insight Advisors
Pennsylvania
$775K +$46.5K +421 +6%