IJR icon

iShares Core S&P Small-Cap ETF

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
1526
Intercontinental Wealth Advisors
Texas
$386K
GWS
1527
Glassman Wealth Services
Virginia
$386K +$64.5K +698 +20%
IWN
1528
Independent Wealth Network
Iowa
$384K -$10.6K -115 -3%
SWM
1529
Southern Wealth Management
Texas
$384K +$7.11K +77 +2%
AP
1530
Appleton Partners
Massachusetts
$383K +$76.7K +829 +25%
TFA
1531
Teamwork Financial Advisors
Texas
$383K +$383K +4,139 New
LFG
1532
Lockerman Financial Group
California
$382K -$43.6K -471 -10%
OFG
1533
OmniStar Financial Group
North Carolina
$381K -$168K -1,815 -31%
SWM
1534
Segment Wealth Management
Texas
$381K
LF
1535
Lantz Financial
Illinois
$380K -$712K -7,703 -65%
MMM
1536
Mendel Money Management
Illinois
$379K -$35.5K -384 -9%
PTC
1537
Philadelphia Trust Company
Pennsylvania
$378K +$134K +1,447 +55%
SWM
1538
Seaside Wealth Management
California
$378K +$378K +3,714 New
EP
1539
Eudaimonia Partners
Tennessee
$377K -$2.3M -24,872 -86%
AUB
1540
Atlantic Union Bankshares
Virginia
$376K -$19.4K -210 -5%
WFA
1541
Wells Financial Advisors
Massachusetts
$375K -$14K -152 -4%
KIA
1542
KCM Investment Advisors
California
$374K -$23.5K -255 -6%
AWM
1543
Activest Wealth Management
Florida
$374K +$43.5K +470 +13%
HAIM
1544
Hunter Associates Investment Management
Pennsylvania
$374K +$48.2K +522 +15%
OWA
1545
Octavia Wealth Advisors
Ohio
$371K -$10.7K -116 -3%
WH
1546
Willner & Heller
California
$370K -$63K -681 -15%
AP
1547
Adero Partners
California
$369K +$41.5K +450 +13%
FPB
1548
First PREMIER Bank
South Dakota
$368K +$226K +2,440 +159%
SW
1549
SteelPeak Wealth
California
$367K -$5.74M -62,204 -94%
IC
1550
Innealta Capital
Texas
$367K +$46.2K +500 +14%