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 %
TC
1626
Trust Company
Kansas
$633K
FM
1627
Family Management
New York
$633K
BOPW
1628
Brandywine Oak Private Wealth
Pennsylvania
$632K +$19.5K +167 +3%
AIM
1629
Alhambra Investment Management
Florida
$632K +$20.5K +175 +3%
VCM
1630
Vivaldi Capital Management
Illinois
$628K +$8.66K +74 +1%
SIM
1631
Studio Investment Management
Illinois
$625K +$195K +1,669 +45%
AA
1632
Advisory Alpha
Michigan
$621K -$13.1K -112 -2%
FMTC
1633
Farmers & Merchants Trust Company
California
$620K -$20.8K -178 -3%
SFP
1634
Strategic Financial Planning
Texas
$620K
MA
1635
MONECO Advisors
Connecticut
$619K -$76.7K -656 -11%
COCM
1636
Charter Oak Capital Management
New Hampshire
$618K -$6.67K -57 -1%
AA
1637
Axiom Advisory
California
$617K +$194K +1,704 +46%
ST
1638
Somerset Trust
Pennsylvania
$617K
AAMA
1639
Advanced Asset Management Advisors
Ohio
$617K
KSWA
1640
Kathleen S. Wright Associates
Pennsylvania
$616K +$59.3K +507 +11%
NSIM
1641
North Star Investment Management
Illinois
$616K -$39.8K -340 -6%
SGCA
1642
Steel Grove Capital Advisors
Tennessee
$616K -$38.8K -333 -6%
LSA
1643
Lion Street Advisors
Texas
$610K +$40.7K +348 +7%
HFS
1644
Haverford Financial Services
Pennsylvania
$609K
EB
1645
Exchange Bank
California
$608K
CWS
1646
Cypress Wealth Services
California
$606K +$28.1K +240 +5%
PA
1647
PSI Advisors
Florida
$602K -$70.3K -601 -10%
S
1648
Sunpointe
Missouri
$600K -$54.3K -464 -8%
IWP
1649
Invenio Wealth Partners
Florida
$598K -$35.1K -300 -6%
BCA
1650
Ballentine Capital Advisors
South Carolina
$598K -$30.2K -258 -5%