IJR icon

iShares Core S&P Small-Cap ETF

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
1751
Clarity Wealth Advisors
California
$215K +$215K +2,333 New
BG
1752
Benedetti & Gucer
Georgia
$214K -$18.7K -202 -8%
TCWM
1753
Total Clarity Wealth Management
Illinois
$214K
CPSC
1754
Carl P. Sherr & Co
Massachusetts
$213K
MCWA
1755
Meadow Creek Wealth Advisors
Georgia
$213K
SWA
1756
SFMG Wealth Advisors
Texas
$213K +$3.5K +38 +2%
SMH
1757
Sanders Morris Harris
Texas
$213K +$213K +2,306 New
LA
1758
Lifeworks Advisors
Michigan
$212K -$18.8K -204 -8%
CA
1759
Carson Advisory
Georgia
$212K +$3.79K +41 +2%
WAOTB
1760
Wealth Advisors of Tampa Bay
Florida
$212K +$16.1K +174 +8%
IAG
1761
Investmark Advisory Group
Connecticut
$210K +$645 +7 +0.3%
FFM
1762
Forum Financial Management
Illinois
$210K +$210K +2,268 New
JWM
1763
JGP Wealth Management
Oregon
$209K
PPW
1764
Parcion Private Wealth
Washington
$209K +$209K +2,154 New
PWS
1765
Peterson Wealth Services
Utah
$208K -$40.7K -439 -16%
TT
1766
TI-Trust
Illinois
$207K
SIG
1767
Stonegate Investment Group
Alabama
$207K +$9.34K +101 +5%
SCP
1768
Syntal Capital Partners
Texas
$206K -$887K -9,603 -81%
CRCM
1769
Corbett Road Capital Management
Virginia
$206K -$125K -1,349 -38%
RRC
1770
Relaxing Retirement Coach
Massachusetts
$206K -$37.6K -406 -15%
RCG
1771
Resource Consulting Group
Florida
$206K -$29.7K -321 -13%
WAG
1772
Winthrop Advisory Group
Massachusetts
$206K -$1.01K -11 -0.5%
NF
1773
Norwood Financial
Pennsylvania
$206K
MWA
1774
Meridian Wealth Advisors
Texas
$206K +$92 +1 +0%
TAM
1775
Tealwood Asset Management
Minnesota
$205K -$3.5K -38 -2%