IJR icon

iShares Core S&P Small-Cap ETF

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.72%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M
Name Holding Trade Value Shares
Change
Shares
Change %
SVCP
2001
Silicon Valley Capital Partners
California
$69.3K +$13.2K +136 +23%
QC
2002
Quent Capital
New York
$67K
HCP
2003
Hexagon Capital Partners
Arkansas
$65.9K +$12.1K +125 +22%
TRCT
2004
Tower Research Capital (TRC)
New York
$60K +$35.1K +363 +141%
MCM
2005
Mill Capital Management
North Carolina
$58K
HPIA
2006
Hamilton Point Investment Advisors
North Carolina
$58K +$58K +600 New
FPFS
2007
First Personal Financial Services
North Carolina
$52.6K
CH
2008
Canton Hathaway
Rhode Island
$51K
CAM
2009
Costello Asset Management
Pennsylvania
$48.6K
BSWA
2010
Bromfield Sneider Wealth Advisors
Massachusetts
$47.5K +$97 +1 +0.2%
MFA
2011
McClarren Financial Advisors
Pennsylvania
$46K +$1.94K +21 +4%
Loomis, Sayles & Company
2012
Loomis, Sayles & Company
Massachusetts
$44K -$1.37M -14,160 -97%
FMP
2013
Financial Management Professionals
Texas
$44K
BCA
2014
Bray Capital Advisors
Florida
$44K -$20.3K -210 -32%
Schroder Investment Management Group
2015
Schroder Investment Management Group
United Kingdom
$43.5K -$19.3K -200 -31%
RDIA
2016
RE Dickinson Investment Advisors
Iowa
$43K -$102K -1,053 -70%
AIM
2017
Arcadia Investment Management
Michigan
$39.6K
FSWA
2018
Financial Synergies Wealth Advisors
Texas
$36.7K
BCM
2019
Bourgeon Capital Management
Connecticut
$36.2K -$22.2K -230 -38%
CIA
2020
Cascade Investment Advisors
Oregon
$35.9K +$35.9K +371 New
CPFP
2021
Clear Perspectives Financial Planning
Ohio
$35.2K -$3.09K -32 -8%
LWA
2022
Lowe Wealth Advisors
Maryland
$34.7K
CMP
2023
Coston McIsaac & Partners
Maine
$33K
PCTC
2024
Perkins Coie Trust Company
Washington
$32.7K
PP
2025
Pacifica Partners
Canada
$32.4K +$18.5K +197 +133%