IJR icon

iShares Core S&P Small-Cap ETF

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Shares
Change %
MRCM
1651
M&R Capital Management
New Jersey
$380K +$15.1K +160 +4%
VAFP
1652
Vahanian & Associates Financial Planning
New York
$380K -$12.3K -130 -3%
AA
1653
Advisory Alpha
Michigan
$380K -$118K -1,247 -24%
HGERS
1654
Householder Group Estate & Retirement Specialist
Arizona
$378K +$378K +4,010 New
LG
1655
LAM Group
Oregon
$377K
OP
1656
ORG Partners
Indiana
$377K -$1.37M -14,516 -78%
EHC
1657
Everett Harris & Co
California
$377K
AA
1658
Aufman Associates
Pennsylvania
$376K
AWG
1659
Altus Wealth Group
Colorado
$374K +$18K +191 +5%
HCC
1660
Hirtle Callaghan & Co
Pennsylvania
$374K -$169K -1,795 -31%
DCM
1661
Donaldson Capital Management
Indiana
$373K -$112K -1,186 -23%
HWA
1662
Heartwood Wealth Advisors
Virginia
$372K
AWA
1663
Archvest Wealth Advisors
California
$372K
CWM
1664
Concentrum Wealth Management
California
$371K +$371K +3,935 New
JPG
1665
Jordan Park Group
California
$369K -$288K -3,054 -44%
BP
1666
BBR Partners
New York
$368K
TA
1667
TruWealth Advisors
Louisiana
$366K -$1.04K -11 -0.3%
DF
1668
Dunhill Financial
United Kingdom
$365K -$18.1K -193 -5%
SMG
1669
Smart Money Group
Texas
$364K -$472 -5 -0.1%
CWP
1670
Cyndeo Wealth Partners
Florida
$364K +$77.6K +823 +27%
LAM
1671
LifePro Asset Management
California
$363K +$363K +3,849 New
LSA
1672
Lion Street Advisors
Texas
$362K -$213K -2,262 -37%
WP
1673
WealthPLAN Partners
Nebraska
$361K -$10.9K -116 -3%
PPW
1674
Presilium Private Wealth
Pennsylvania
$359K +$1.51K +16 +0.4%
ACA
1675
Aspire Capital Advisors
Washington
$359K +$359K +3,810 New