IJR icon

iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
1801
Ironwood Investment Counsel
Arizona
$454K +$1.05K +9 +0.2%
SFSG
1802
Sound Financial Strategies Group
Mississippi
$452K -$3.74K -32 -0.8%
MAM
1803
Milestone Asset Management
Pennsylvania
$451K +$451K +3,858 New
HPA
1804
High Probability Advisors
New York
$450K -$9.24K -79 -2%
DSC
1805
Duncker Streett & Co
Missouri
$450K -$26.4K -226 -6%
IFS
1806
Ifrah Financial Services
Arkansas
$450K +$15.1K +129 +3%
CGFA
1807
Colton Groome Financial Advisors
North Carolina
$449K +$107K +916 +31%
AWA
1808
Arbor Wealth Advisors
Michigan
$447K
WTB
1809
Washington Trust Bank
Washington
$446K
MWM
1810
Merriman Wealth Management
Washington
$446K +$26.7K +228 +6%
GIA
1811
Guyasuta Investment Advisors
Pennsylvania
$445K +$8.07K +69 +2%
AF
1812
Alerus Financial
North Dakota
$441K
AWAG
1813
ARS Wealth Advisors Group
Florida
$441K +$19.6K +168 +5%
SBWIC
1814
Schaper Benz & Wise Investment Counsel
Wisconsin
$440K
CWP
1815
Concord Wealth Partners
Virginia
$438K +$11.7K +100 +3%
ST
1816
Sentinel Trust
Texas
$436K
LA
1817
LexAurum Advisors
Kansas
$435K -$29.6K -253 -6%
SAM
1818
Strategy Asset Managers
California
$433K -$441K -3,769 -50%
WQ
1819
Wealth Quarterback
New Jersey
$433K +$13.2K +113 +3%
GI
1820
GLOBALT Investments
Georgia
$432K +$160K +1,364 +59%
AWG
1821
Altus Wealth Group
Colorado
$431K -$13.6K -116 -3%
TIAM2
1822
Tru Independence Asset Management 2
Oregon
$431K +$431K +3,688 New
NCM
1823
NCM Capital Management
New Jersey
$431K -$40.4K -345 -9%
FDCP
1824
Foster Dykema Cabot & Partners
Massachusetts
$428K +$201K +1,720 +89%
HSG
1825
Helen Stephens Group
Texas
$427K -$42.8K -366 -9%