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 %
MSWMA
1651
Market Street Wealth Management Advisors
Indiana
$596K -$3.51K -30 -0.6%
BFM
1652
Boothbay Fund Management
New York
$595K -$1.57M -13,454 -73%
CCWM
1653
Correct Capital Wealth Management
Missouri
$595K -$32.6K -279 -5%
AT
1654
Arlington Trust
Alabama
$594K +$594K +5,080 New
MW
1655
Maia Wealth
Colorado
$593K -$495K -4,301 -45%
NP
1656
Nilsine Partners
Colorado
$591K +$139K +1,191 +31%
SAF
1657
Smith Anglin Financial
Texas
$591K +$153K +1,310 +35%
TPA
1658
Trivium Point Advisory
Connecticut
$586K -$57.9K -470 -9%
GM
1659
GeoWealth Management
Illinois
$586K +$364K +3,112 +164%
LOPW
1660
Live Oak Private Wealth
North Carolina
$586K +$32.5K +278 +6%
CIAS
1661
CBIZ Investment Advisory Services
Ohio
$584K +$468 +4 +0.1%
CAM
1662
Costello Asset Management
Pennsylvania
$581K +$266K +2,272 +84%
LRIA
1663
Leonard Rickey Investment Advisors
Washington
$579K -$43.2K -369 -7%
HWA
1664
Heartwood Wealth Advisors
Virginia
$579K +$7.02K +60 +1%
BWP
1665
BSW Wealth Partners
Colorado
$577K +$236K +2,020 +69%
FCH
1666
Freestone Capital Holdings
Washington
$575K -$54K -462 -9%
GHA
1667
GW Henssler & Associates
Georgia
$573K +$234 +2 +0%
AWM
1668
Avondale Wealth Management
Texas
$572K +$304K +2,599 +113%
NPP
1669
New Potomac Partners
Maryland
$569K -$8.07K -69 -1%
ES
1670
ETF Store
Kansas
$569K -$27.6K -236 -5%
JHCP
1671
Jackson Hole Capital Partners
Oklahoma
$567K +$53.3K +456 +10%
RA
1672
Ruggaard & Associates
Ohio
$566K -$46.8K -400 -8%
WFA
1673
Wells Financial Advisors
Massachusetts
$564K
WFA
1674
WMG Financial Advisors
Tennessee
$562K
MWA
1675
Meridian Wealth Advisors
Texas
$559K +$321K +2,745 +135%