IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,598 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 802 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
+235
Holders Change %
+9.94%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
802
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$206M
2
LPL Financial
LPL Financial
California
+$189M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$178M
4
Bank of America
Bank of America
North Carolina
+$121M
5
Wells Fargo
Wells Fargo
California
+$119M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$572B
2
CAM
Cresset Asset Management
Illinois
-$268M
3
HNB
Huntington National Bank
Ohio
-$223M
4
IAIM
International Assets Investment Management
Florida
-$176M
5
DWM
Dynasty Wealth Management
Florida
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
1676
DT Investment Partners
Pennsylvania
$738K +$190K +1,653 +35%
GCA
1677
Gradient Capital Advisors
California
$738K +$461 +4 +0.1%
BFG
1678
Bouchey Financial Group
New York
$737K -$13.3K -115 -2%
CFS
1679
Commonwealth Financial Services
West Virginia
$737K +$9.79K +85 +1%
MWA
1680
Meridian Wealth Advisors
Texas
$736K +$185K +1,608 +34%
FCM
1681
Firestone Capital Management
Florida
$736K +$3K +26 +0.4%
AIA
1682
Angeles Investment Advisors
California
$735K +$735K +6,375 New
GFG
1683
Greystone Financial Group
Michigan
$732K -$179K -1,553 -20%
SHFP
1684
Second Half Financial Partners
Florida
$730K +$730K +6,336 New
BFC
1685
Bedel Financial Consulting
Indiana
$729K +$44.1K +370 +6%
LCWP
1686
Legacy Capital Wealth Partners
Arkansas
$729K +$264K +5,191 +57%
LNB
1687
Ledyard National Bank
$726K -$6.45K -56 -0.9%
SPIO
1688
Seven Post Investment Office
California
$726K – – –
MSFS
1689
Main Street Financial Solutions
Pennsylvania
$725K -$54.2K -470 -7%
LWCFA
1690
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$723K -$177K -1,487 -20%
GF
1691
GGM Financials
Ohio
$721K +$5.19K +45 +0.7%
WPC
1692
White Pine Capital
Minnesota
$719K +$6.34K +55 +0.9%
MLL
1693
Moody Lynn & Lieberson
Massachusetts
$719K +$7.14K +62 +1%
DFG
1694
Dupree Financial Group
Kentucky
$716K -$8.3K -72 -1%
IWA
1695
IBEX Wealth Advisors
New Jersey
$715K +$715K +6,205 New
TWG
1696
The Wealth Group
Minnesota
$712K -$63.4K -550 -8%
GDP
1697
Great Diamond Partners
Maine
$712K -$38.8K -337 -5%
PTC
1698
Philadelphia Trust Company
Pennsylvania
$706K -$35.2K -305 -5%
SL
1699
SFM LLC
New Hampshire
$704K -$29.3K -254 -4%
WTA
1700
Washington Trust Advisors
Massachusetts
$704K +$2.42K +21 +0.3%
66 67
68
69 70