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 %
GFA
1951
Gallagher Fiduciary Advisors
Illinois
$297K -$25.9K -234 -8%
WAG
1952
Wallace Advisory Group
California
$297K
DBRC
1953
D.B. Root & Company
Pennsylvania
$296K -$32.8K -297 -10%
DI
1954
DAGCO Inc
Ohio
$295K +$295K +2,666 New
PA
1955
Parkside Advisors
California
$294K
ULWM
1956
Upper Left Wealth Management
Florida
$294K -$82.2K -744 -22%
FA
1957
FSA Advisors
Michigan
$293K -$4.75K -43 -2%
CAMG
1958
CWA Asset Management Group
Florida
$291K +$45.7K +413 +19%
AFA
1959
AA Financial Advisors
Ohio
$291K -$774 -7 -0.3%
AQR Capital Management
1960
AQR Capital Management
Connecticut
$290K +$290K +2,622 New
BAMG
1961
Brand Asset Management Group
Missouri
$289K -$553 -5 -0.2%
FFO
1962
Fiduciary Family Office
Florida
$289K -$207K -1,871 -42%
CWP
1963
Core Wealth Partners
California
$289K +$289K +2,614 New
CWA
1964
Clearview Wealth Advisors
Oregon
$289K -$13.3K -120 -4%
WRPWM
1965
Werba Rubin Papier Wealth Management
California
$287K
IP
1966
Investment Partners
Ohio
$287K -$332 -3 -0.1%
FVCM
1967
F&V Capital Management
Florida
$286K +$12.7K +115 +5%
EA
1968
Eudaimonia Advisors
Tennessee
$285K -$43.3K -392 -13%
CMAI
1969
Capital Management Associates Inc
Minnesota
$284K -$337K -3,050 -54%
AWM
1970
Alterna Wealth Management
Texas
$283K +$283K +2,560 New
IWA
1971
Icon Wealth Advisors
Texas
$282K +$116K +1,051 +70%
OWM
1972
OneAscent Wealth Management
Alabama
$282K -$22.9K -208 -8%
CWM
1973
Collaborative Wealth Management
Florida
$279K +$7.29K +66 +3%
CRI
1974
Colonial River Investments
Virginia
$278K -$1.05M -9,519 -79%
DWM
1975
Dogwood Wealth Management
Kansas
$277K -$29.4K -266 -10%