IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

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
33.55%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B
2
Bank of America
Bank of America
North Carolina
$3.39B
3
CAM
Cresset Asset Management
Illinois
$621M
4
LPL Financial
LPL Financial
California
$1.44B
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$196M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.12B
2
HNB
Huntington National Bank
Ohio
$240M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$953M
4
PPFA
Provida Pension Fund Administrator
Chile
$428M
5
Goldman Sachs
Goldman Sachs
New York
$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
176
Lazard Asset Management
New York
$35.7M -$547K -4,949 -2%
BCM
177
Bronte Capital Management
Australia
$35.7M +$35.7M +322,789 New
AIA
178
Ally Invest Advisors
North Carolina
$35.6M +$921K +8,337 +3%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$35.4M +$1.59M +14,518 +5%
GLLW
180
Graves Light Lenhart Wealth
Virginia
$35.2M +$1.4M +12,653 +4%
AWM
181
Axxcess Wealth Management
California
$34.9M +$1.18M +10,635 +3%
SWM
182
SilverOak Wealth Management
Minnesota
$34.7M +$1.25M +11,272 +4%
MIA
183
MainStreet Investment Advisors
Illinois
$34.7M -$2.2M -19,908 -6%
GBT
184
Grove Bank & Trust
Florida
$34.5M +$1.07M +9,697 +3%
CCFCSB
185
Cape Cod Five Cents Savings Bank
Massachusetts
$34.2M +$308K +2,788 +0.9%
BP
186
Ballentine Partners
Massachusetts
$34M -$422K -3,821 -1%
LSAG
187
Lake Street Advisors Group
New Hampshire
$33.8M -$4.83M -43,674 -12%
LSERS
188
Louisiana State Employees Retirement System
Louisiana
$33.7M -$1.77M -16,000 -5%
ACGA
189
Atlanta Consulting Group Advisors
Georgia
$33.5M +$33.5M +303,409 New
PA
190
Planning Alternatives
Michigan
$33.2M -$44.5K -403 -0.1%
Fiera Capital (Canada)
191
Fiera Capital (Canada)
Quebec, Canada
$33.1M -$713K -6,448 -2%
FMC
192
First Merchants Corp
Indiana
$33M -$2.35M -21,264 -7%
AWM
193
Abound Wealth Management
Tennessee
$32.8M +$1.78M +16,111 +6%
NCA
194
Newbrook Capital Advisors
New York
$32.6M +$32.6M +295,355 New
JWA
195
JFS Wealth Advisors
Pennsylvania
$32.5M -$1.66M -15,020 -5%
BFPW
196
BOK Financial Private Wealth
Colorado
$32.5M +$2.14M +19,373 +7%
MFG
197
Magnus Financial Group
New York
$32.4M +$1.43M +12,931 +5%
OC
198
Oppenheimer & Co
New York
$32.4M +$5.72M +51,773 +21%
CCWA
199
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$32.4M +$339K +3,068 +1%
MA
200
MCF Advisors
Kentucky
$32.3M +$413K +3,737 +1%
6 7
8
9 10