IJR icon

iShares Core S&P Small-Cap ETF

608 hedge funds and large institutions have $9.27B invested in iShares Core S&P Small-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 273 increasing their positions, 173 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+35
Holders Change %
+6.11%
% of All Funds
16.22%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
2.24%
New
63
Increased
273
Reduced
173
Closed
22
Calls
$18.2M
Puts
$3.62M
Net Calls
+$14.6M
Net Calls Change
+$2.55M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
151
Jacobus Wealth Management
Wisconsin
$6.99M -$292K -4,948 -4%
BG
152
BlackRock Group
United Kingdom
$6.96M -$855K -14,492 -11%
CTC
153
Central Trust Company
Missouri
$6.91M -$56.4K -956 -0.8%
GIA
154
GHP Investment Advisors
Colorado
$6.88M +$15.8K +268 +0.2%
KWMG
155
King Wealth Management Group
Florida
$6.76M -$91.5K -1,550 -1%
ONB
156
Old National Bancorp
Indiana
$6.63M -$132K -2,228 -2%
CCM
157
Condor Capital Management
New Jersey
$6.62M -$3.26M -55,282 -33%
BIC
158
Bridges Investment Counsel
Nebraska
$6.59M +$92.1K +1,560 +1%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$6.58M -$695K -11,780 -10%
Ameriprise
160
Ameriprise
Minnesota
$6.52M -$1.06M -17,926 -14%
Two Sigma Investments
161
Two Sigma Investments
New York
$6.45M +$2.15M +36,346 +50%
RTS
162
Round Table Services
New Jersey
$6.43M -$157K -2,660 -2%
NCM
163
Neumann Capital Management
California
$6.4M +$102K +1,730 +2%
EWM
164
Evermay Wealth Management
Virginia
$6.38M +$226K +3,832 +4%
Retirement Systems of Alabama
165
Retirement Systems of Alabama
Alabama
$6.27M
WP
166
WealthPLAN Partners
Nebraska
$6.26M +$6.26M +105,570 New
SPC
167
Sigma Planning Corp
Michigan
$6.2M -$597K -10,114 -9%
PA
168
Planning Alternatives
Michigan
$6.13M +$772K +13,088 +14%
DADC
169
D.A. Davidson & Co
Montana
$6.06M +$72.1K +1,222 +1%
CIBC World Market
170
CIBC World Market
Ontario, Canada
$6.05M +$81.3K +1,378 +1%
BFM
171
Boston Financial Management
Massachusetts
$6.04M -$241K -4,078 -4%
PFM
172
PacWest Financial Management
Arizona
$5.95M +$290K +4,920 +5%
TCM
173
Traynor Capital Management
Pennsylvania
$5.94M +$371K +6,280 +7%
Mariner
174
Mariner
Kansas
$5.85M +$683K +11,568 +13%
EVM
175
Eaton Vance Management
Massachusetts
$5.8M +$47.2K +800 +0.8%