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 %
KB
1801
Kimelman & Baird
New York
$363K +$363K +3,400 New
PCM
1802
Poehling Capital Management
Wisconsin
$362K
CWP
1803
CFM Wealth Partners
Texas
$359K
MPI
1804
Mairs & Power Inc
Minnesota
$358K +$151K +1,412 +73%
TA
1805
TrueWealth Advisors
Alabama
$356K -$220K -2,060 -38%
TSS
1806
Two Sigma Securities
New York
$356K -$744K -6,975 -68%
GWS
1807
Glassman Wealth Services
Virginia
$354K -$36.4K -341 -9%
EHC
1808
Everett Harris & Co
California
$353K -$107K -1,000 -23%
ORC
1809
O'Rourke & Company
Massachusetts
$353K
FAM
1810
Formidable Asset Management
Ohio
$352K +$4.59K +43 +1%
BBPWM
1811
Blue Bell Private Wealth Management
Pennsylvania
$352K +$22.9K +215 +7%
SSWM
1812
Smith Salley Wealth Management
North Carolina
$351K +$351K +3,290 New
SCM
1813
Sage Capital Management
New Jersey
$350K +$747 +7 +0.2%
FEG
1814
Fund Evaluation Group
Ohio
$349K +$4.48K +42 +1%
DF
1815
Dunhill Financial
United Kingdom
$349K -$11.7K -110 -3%
FRA
1816
Frank Rimerman Advisors
California
$348K -$107 -1 -0%
WHCFA
1817
William Howard & Co Financial Advisors
Tennessee
$348K +$348K +3,269 New
SWM
1818
Segment Wealth Management
Texas
$347K
PWM
1819
Penobscot Wealth Management
Maine
$347K -$13.7K -130 -4%
CWA
1820
Clarity Wealth Advisors
California
$347K +$21.3K +200 +7%
GIA
1821
Goodwin Investment Advisory
Georgia
$346K -$13.8K -129 -4%
CM
1822
Churchill Management
California
$344K +$344K +3,228 New
MPW
1823
Monterey Private Wealth
California
$344K -$18K -169 -5%
VCM
1824
Virtue Capital Management
Tennessee
$344K -$5.35K -46 -2%
LA
1825
Latitude Advisors
Florida
$344K -$257K -2,411 -43%