IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,314 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,046 increasing their positions, 867 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,314
Holders Change
+15
Holders Change %
+0.65%
% of All Funds
33.55%
Holding in Top 10
343
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.05%
% of All Funds
4.97%
New
141
Increased
1,046
Reduced
867
Closed
95
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B
2
Bank of America
Bank of America
North Carolina
$3.39B
3
CAM
Cresset Asset Management
Illinois
$621M
4
LPL Financial
LPL Financial
California
$1.44B
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$196M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
HNB
Huntington National Bank
Ohio
$240M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$953M
4
PPFA
Provida Pension Fund Administrator
Chile
$428M
5
Goldman Sachs
Goldman Sachs
New York
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
151
Conning Inc
Connecticut
$44.4M +$584K +5,284 +1%
CWM
152
Cahaba Wealth Management
Georgia
$44.3M +$2.15M +19,429 +5%
VFA
153
Voya Financial Advisors
Connecticut
$44.2M +$19.3M +175,450 +78%
Allspring Global Investments
154
Allspring Global Investments
North Carolina
$43.7M +$573K +5,186 +1%
CWM
155
Calamos Wealth Management
Illinois
$42.2M +$2.31M +20,857 +6%
ECG
156
Edge Capital Group
Georgia
$42M +$6.24M +56,446 +17%
SWM
157
Stockman Wealth Management
Montana
$41.7M +$2.86M +25,872 +7%
WPA
158
West Paces Advisors
Georgia
$41.3M +$699K +6,321 +2%
VA
159
Valmark Advisers
Ohio
$40.9M -$952K -8,612 -2%
R
160
Rebalance
California
$40.9M +$389K +3,521 +1%
HWA
161
HCR Wealth Advisors
California
$40.6M -$1.05M -9,495 -3%
UBV
162
United Bank (Virginia)
Virginia
$39.7M +$763K +6,905 +2%
LI
163
LVZ Inc
Michigan
$39.5M -$36.5M -330,533 -48%
ACM
164
Arcataur Capital Management
Wisconsin
$39.5M -$246K -2,230 -0.6%
CTA
165
Chesley Taft & Associates
Illinois
$39.3M +$167K +1,508 +0.4%
RWM
166
RKL Wealth Management
Pennsylvania
$38.8M +$2.34M +21,181 +6%
BCWM
167
Bartlett & Co Wealth Management
Ohio
$38.6M +$2.02M +18,267 +6%
SC
168
Savant Capital
Illinois
$38M +$7.4M +66,913 +24%
CIA
169
Choate Investment Advisors
Massachusetts
$37.9M +$28.9M +261,817 +325%
GL
170
Graypoint LLC
New York
$37.4M +$4.37M +39,537 +13%
OCG
171
Opus Capital Group
Ohio
$37.1M -$127K -1,148 -0.3%
AFG
172
Albion Financial Group
Utah
$37M -$177K -1,601 -0.5%
CA
173
Clearstead Advisors
Ohio
$36.7M +$4.13M +37,824 +13%
FBB
174
Fulton Breakefield Broenniman
Maryland
$36.1M +$19.8M +179,235 +122%
SWPG
175
Strategic Wealth Partners Group
Illinois
$35.7M -$193K -1,743 -0.5%
5 6
7
8 9