IJR icon

iShares Core S&P Small-Cap ETF

2,363 hedge funds and large institutions have $61.1B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,119 increasing their positions, 804 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,363
Holders Change
+74
Holders Change %
+3.23%
% of All Funds
34.18%
Holding in Top 10
329
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+5.11%
% of All Funds
4.76%
New
165
Increased
1,119
Reduced
804
Closed
69
Calls
$118M
Puts
$77.5M
Net Calls
+$40.3M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
2101
Selective Wealth Management
Virginia
$237K -$91.4K -798 -28%
LAM
2102
LifePro Asset Management
California
$237K -$82.6K -706 -26%
WG
2103
Welch Group
Alabama
$237K +$117 +1 +0%
OWA
2104
ORBA Wealth Advisors
Illinois
$236K -$17.4K -149 -7%
CG
2105
Cynosure Group
Utah
$235K +$235K +2,008 New
D
2106
Diversified
Delaware
$234K -$29.5K -252 -11%
DE
2107
Diversified Enterprises
Delaware
$234K +$234K +2,003 New
NWA
2108
New World Advisors
Massachusetts
$234K +$5.85K +50 +3%
AIA
2109
Accelerate Investment Advisors
California
$234K +$234K +2,001 New
PCM
2110
Princeton Capital Management
New Jersey
$234K +$234K +2,000 New
CFA
2111
Camarda Financial Advisors
Florida
$234K +$234K +1,997 New
BWP
2112
Baldwin Wealth Partners
Massachusetts
$233K +$9.36K +80 +4%
IAP
2113
Indie Asset Partners
Indiana
$233K +$233K +1,992 New
PNC
2114
Park National Corp
Ohio
$233K -$7.02K -60 -3%
MCA
2115
Maryland Capital Advisors
Maryland
$232K -$702 -6 -0.3%
APWA
2116
Atlas Private Wealth Advisors
New Jersey
$231K -$25.1K -215 -10%
FMTCOCP
2117
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$231K
PSP
2118
Pacific Sage Partners
Washington
$231K
PP
2119
PDS Planning
Ohio
$230K +$230K +1,971 New
AWM
2120
Aprio Wealth Management
Georgia
$230K +$230K +1,969 New
MA
2121
MJP Associates
Connecticut
$230K -$31.9K -273 -12%
CCIA
2122
Cherry Creek Investment Advisors
Colorado
$229K -$8.89K -76 -4%
NEPWA
2123
New England Private Wealth Advisors
Massachusetts
$229K +$229K +1,957 New
DWM
2124
Dogwood Wealth Management
Kansas
$229K
WFC
2125
Western Financial Corp
California
$228K -$1.64K -14 -0.7%