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 %
HT
2051
Heritage Trust
Oklahoma
$365K +$365K +3,168 New
CWM
2052
Castle Wealth Management
Florida
$365K +$230 +2 +0.1%
AWA
2053
Arbor Wealth Advisors
Michigan
$365K -$76K -660 -17%
PG
2054
Patten Group
Tennessee
$364K -$4.61K -40 -1%
PWP
2055
Prasad Wealth Partners
Ohio
$364K +$364K +3,162 New
NCM
2056
Northside Capital Management
Oregon
$364K
APP
2057
Avantax Planning Partners
Iowa
$364K +$3.57K +31 +1%
PAM
2058
Pegasus Asset Management
New York
$363K
PP
2059
Patten & Patten
Tennessee
$363K +$22.1K +192 +6%
MCCP
2060
Mission Creek Capital Partners
California
$362K -$922 -8 -0.3%
HSG
2061
Helen Stephens Group
Texas
$361K -$59.1K -513 -14%
I
2062
INVST
Indiana
$361K -$100K -869 -22%
IPAM
2063
Investment Partners Asset Management
New Jersey
$358K
IWP
2064
IAG Wealth Partners
Wisconsin
$358K -$17.4K -151 -5%
VPF
2065
Vantage Point Financial
Illinois
$358K +$358K +3,107 New
AFA
2066
AA Financial Advisors
Ohio
$356K +$18.1K +157 +5%
HIS
2067
Horizon Investment Services
Indiana
$356K -$123K -1,066 -26%
ULWM
2068
Upper Left Wealth Management
Florida
$356K +$59.8K +519 +20%
HGA
2069
Hobbs Group Advisors
South Carolina
$355K +$22.8K +198 +7%
RF
2070
Rossby Financial
Florida
$354K +$354K +3,074 New
CL
2071
CIM LLC
New York
$354K
OPWM
2072
Oxinas Partners Wealth Management
Indiana
$353K -$2.3K -20 -0.6%
ORC
2073
O'Rourke & Company
Massachusetts
$353K -$29.3K -254 -8%
CWA
2074
Clarity Wealth Advisors
California
$353K -$21.9K -190 -6%
CC
2075
Callan Capital
California
$352K