IJR icon

iShares Core S&P Small-Cap ETF

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1751
Atwood & Palmer
Missouri
$30K -$26K -231 -46%
AWM
1752
Accel Wealth Management
Iowa
$30K
HCP
1753
Hexagon Capital Partners
Arkansas
$30K +$906 +8 +3%
JAWM
1754
J. Arnold Wealth Management
Ohio
$28K -$6.92K -61 -20%
PFSC
1755
Peoples Financial Services Corp
Pennsylvania
$28K
PIP
1756
Peachtree Investment Partners
Florida
$28K +$111 +1 +0.4%
CPFP
1757
Clear Perspectives Financial Planning
Ohio
$27K +$4.78K +43 +22%
PMAS
1758
PNC Managed Account Solutions
Texas
$27K +$27K +239 New
DOA
1759
D'Orazio & Associates
Virginia
$25K -$15.3K -135 -38%
NG
1760
NWK Group
California
$25K -$11.2K -101 -31%
KFO
1761
Kopp Family Office
Minnesota
$23K
RCA
1762
Ranch Capital Advisors
Florida
$23K
IRC
1763
Investors Research Corp
Georgia
$23K +$21.2K +188 +1,175%
CBT
1764
CoreFirst Bank & Trust
Kansas
$23K +$23K +200 New
ACA
1765
Atlas Capital Advisors
Wyoming
$22.6K
LS
1766
Leelyn Smith
Illinois
$20K
NL
1767
NVWM LLC
Pennsylvania
$17K -$508K -4,479 -97%
SAI
1768
Systematic Alpha Investments
New Jersey
$17K
VNA
1769
Valley National Advisers
Pennsylvania
$17K +$8.11K +72 +91%
PP
1770
Pacifica Partners
Canada
$16K
DAC
1771
Dividend Assets Capital
South Carolina
$16K
AIC
1772
Archer Investment Corporation
Indiana
$15.8K
PWA
1773
Phoenix Wealth Advisors
North Carolina
$15K
MWM
1774
MTC Wealth Management
Florida
$14.7K +$2.59K +22,915 +21%
KC
1775
Knuff & Co
California
$13K