IJR icon

iShares Core S&P Small-Cap ETF

2,314 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 1,046 increasing their positions, 867 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,314
Holders Change
+15
Holders Change %
+0.65%
% of All Funds
33.54%
Holding in Top 10
343
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-7.05%
% of All Funds
4.97%
New
141
Increased
1,046
Reduced
867
Closed
95
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
1826
Sinecera Capital
Texas
$391K
AWAG
1827
ARS Wealth Advisors Group
Florida
$391K +$391K +3,536 New
YIH
1828
Y-Intercept (HK)
Hong Kong
$391K +$391K +3,535 New
WMA
1829
West Michigan Advisors
Michigan
$388K +$34.3K +310 +10%
WQ
1830
Wealth Quarterback
New Jersey
$388K -$165K -1,489 -30%
LWM
1831
Liberty Wealth Management
California
$387K -$9.5K -86 -2%
TRIA
1832
Trail Ridge Investment Advisors
Colorado
$387K -$72.8K -659 -16%
CA
1833
CGN Advisors
Kansas
$385K +$8.18K +74 +2%
RLWM
1834
RF&L Wealth Management
Massachusetts
$385K -$8.29K -75 -2%
PIA
1835
Panoramic Investment Advisors
Colorado
$385K -$108K -978 -22%
HFM
1836
Hartford Financial Management
Connecticut
$384K
FCA
1837
Fortis Capital Advisors
Kansas
$384K +$384K +3,475 New
WAG
1838
Wiser Advisor Group
Arizona
$381K +$995 +9 +0.3%
Simplex Trading
1839
Simplex Trading
Illinois
$378K +$378K +3,422 New
FLA
1840
Financial Life Advisors
Texas
$377K -$5.75K -52 -2%
PWM
1841
Penobscot Wealth Management
Maine
$377K +$9.17K +83 +2%
MPW
1842
Monterey Private Wealth
California
$375K +$37.1K +336 +11%
PCM
1843
Poehling Capital Management
Wisconsin
$375K
SWMP
1844
Signature Wealth Management Partners
New Jersey
$375K -$2.54K -23 -0.7%
GIA
1845
Goodwin Investment Advisory
Georgia
$373K -$233K -2,110 -38%
DF
1846
Dunhill Financial
United Kingdom
$373K -$15.9K -144 -4%
CWP
1847
CFM Wealth Partners
Texas
$372K -$117K -1,055 -24%
DCM
1848
Donaldson Capital Management
Indiana
$372K +$17.8K +161 +5%
PWMG
1849
Private Wealth Management Group
New Jersey
$371K +$1.11K +10 +0.3%
JWM
1850
JGP Wealth Management
Oregon
$367K +$26.3K +238 +8%