IJR icon

iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
1526
Perritt Capital Management
Illinois
$778K +$351 +3 +0%
FI
1527
FWG Investments
Kentucky
$778K +$90.4K +773 +13%
WCM
1528
WealthBridge Capital Management
Ohio
$776K +$35K +299 +5%
SCM
1529
Schnieders Capital Management
California
$773K +$497K +4,247 +180%
PTB
1530
Pioneer Trust Bank
Oregon
$772K -$45.5K -389 -6%
AA
1531
Argent Advisors
Louisiana
$770K
WJWM
1532
Williams Jones Wealth Management
New York
$765K -$92.4K -790 -11%
GDP
1533
Great Diamond Partners
Maine
$762K -$53.8K -460 -7%
BFG
1534
Bouchey Financial Group
New York
$762K +$258K +2,206 +51%
CPA
1535
Capital Planning Advisors
California
$762K
SA
1536
SpiderRock Advisors
Delaware
$761K +$123K +1,051 +19%
ME
1537
McIlrath & Eck
Washington
$761K -$58K -496 -7%
TPI
1538
Trust Point Inc
Wisconsin
$761K -$9.12K -78 -1%
LCC
1539
Lincoln Capital Corp
Rhode Island
$753K
TWP
1540
Total Wealth Planning
Ohio
$753K -$2.57K -22 -0.3%
BLC
1541
Brown, Lisle/Cummings
Rhode Island
$753K +$117 +1 +0%
IP
1542
Ignite Planners
California
$753K -$37.4K -320 -5%
ITC
1543
Inspire Trust Company
Nevada
$753K -$2.89M -24,719 -79%
TI
1544
Truepoint Inc
Ohio
$752K +$5.61K +48 +0.8%
PTC
1545
Philadelphia Trust Company
Pennsylvania
$752K +$41.5K +355 +6%
PFA
1546
Professional Financial Advisors
Nebraska
$750K +$17.9K +153 +2%
GCA
1547
Gradient Capital Advisors
California
$748K +$234 +2 +0%
SW
1548
SteelPeak Wealth
California
$747K +$111K +951 +17%
OWA
1549
Outlook Wealth Advisors
Texas
$746K -$2.46K -21 -0.3%
TIM
1550
Thompson Investment Management
Wisconsin
$745K +$23.2K +198 +3%