IJR icon

iShares Core S&P Small-Cap ETF

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HSG
1726
Helen Stephens Group
Texas
$428K -$23.9K -224 -5%
MFG
1727
Mosaic Financial Group
Illinois
$427K +$533 +5 +0.1%
LG
1728
LAM Group
Oregon
$427K
EFN
1729
Equita Financial Network
Pennsylvania
$425K +$425K +3,987 New
KA
1730
Kooman & Associates
Pennsylvania
$424K +$10.6K +99 +3%
LA
1731
LexAurum Advisors
Kansas
$424K -$20.7K -194 -5%
WMA
1732
West Michigan Advisors
Michigan
$423K +$49K +459 +13%
KWS
1733
Keystone Wealth Services
California
$421K +$38.7K +363 +10%
CWA
1734
Consilium Wealth Advisory
Texas
$420K -$395K -3,699 -48%
FL
1735
FreeGulliver LLC
Louisiana
$419K +$154K +1,439 +58%
D
1736
Dentgroup
Louisiana
$419K -$122K -1,146 -23%
HPA
1737
High Probability Advisors
New York
$419K -$156K -1,459 -27%
TA
1738
TruWealth Advisors
Louisiana
$418K +$22.8K +214 +6%
ACI
1739
Alpha Cubed Investments
California
$417K +$81.2K +761 +24%
SAM
1740
Seelaus Asset Management
New Jersey
$417K +$3.2K +30 +0.8%
SFSG
1741
Sound Financial Strategies Group
Mississippi
$415K +$415K +3,894 New
TLFA
1742
True Link Financial Advisors
California
$415K -$74.7K -700 -15%
WP
1743
WealthPLAN Partners
Nebraska
$414K -$35.2K -330 -8%
AA
1744
Aufman Associates
Pennsylvania
$413K +$853 +8 +0.2%
IIC
1745
Ironwood Investment Counsel
Arizona
$413K -$12.4K -116 -3%
HWM
1746
Howard Wealth Management
Connecticut
$413K +$213 +2 +0.1%
AWA
1747
Archvest Wealth Advisors
California
$413K -$4.97K -47 -1%
NP
1748
Nilsine Partners
Colorado
$412K
AWA
1749
Arbor Wealth Advisors
Michigan
$408K
PG
1750
Patten Group
Tennessee
$407K -$1.92K -18 -0.5%