IJR icon

iShares Core S&P Small-Cap ETF

2,598 hedge funds and large institutions have $66.7B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 359 funds opening new positions, 1,191 increasing their positions, 802 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,598
Holders Change
+235
Holders Change %
+9.94%
% of All Funds
34.58%
Holding in Top 10
365
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+10.94%
% of All Funds
4.86%
New
359
Increased
1,191
Reduced
802
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FPB
1901
First PREMIER Bank
South Dakota
$487K -$27.5K -239 -5%
KTA
1902
Keeley-Teton Advisors
Illinois
$487K -$138K -1,200 -22%
HVIA
1903
Hudson Valley Investment Advisors
New York
$486K -$41.8K -363 -8%
IWP
1904
Invenio Wealth Partners
Florida
$485K -$105K -908 -18%
B
1905
Bensler
Washington
$485K +$691 +6 +0.1%
PA
1906
Procyon Advisors
Connecticut
$483K +$34.9K +303 +8%
CGFA
1907
Colton Groome Financial Advisors
North Carolina
$480K +$37.7K +327 +9%
CFA
1908
Camarda Financial Advisors
Florida
$480K +$250K +2,168 +109%
CI
1909
CacheTech Inc
Utah
$479K +$85.3K +740 +22%
AWM
1910
Adams Wealth Management
Utah
$479K +$85.3K +740 +22%
TFM
1911
Trademark Financial Management
Minnesota
$476K -$34.1K -296 -7%
SF
1912
Safeguard Financial
Wisconsin
$476K +$56.5K +490 +13%
FVCM
1913
F&V Capital Management
Florida
$475K +$230K +2,000 +94%
GWM
1914
Gray Wealth Management
Maine
$474K +$346 +3 +0.1%
WH
1915
Willner & Heller
California
$474K -$22K -191 -4%
PCA
1916
Peddock Capital Advisors
Massachusetts
$473K -$8.07K -70 -2%
AP
1917
Adero Partners
California
$473K
CCG
1918
Cypress Capital Group
Florida
$471K -$607K -5,267 -56%
SVWG
1919
Shared Vision Wealth Group
United States
$471K -$22.1K -192 -4%
RCP
1920
Rothschild Capital Partners
New York
$470K -$7.95K -69 -2%
AWG
1921
Altus Wealth Group
Colorado
$469K +$44.5K +386 +10%
MCM
1922
M1 Capital Management
Michigan
$468K +$468K +4,066 New
LCM
1923
Leisure Capital Management
California
$467K
CL
1924
CVFG LLC
Indiana
$466K +$466K +4,048 New
AFO
1925
Allie Family Office
Florida
$466K