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 %
VAMG
2126
Voisard Asset Management Group
Michigan
$185K -$3.76K -34 -2%
GA
2127
GoalVest Advisory
New York
$184K -$4.09K -37 -2%
LB
2128
Legacy Bridge
Iowa
$180K +$9.95K +90 +6%
OIA
2129
Optimum Investment Advisors
Illinois
$180K
QC
2130
Quent Capital
New York
$179K +$102K +925 +133%
GM
2131
GeoWealth Management
Illinois
$178K +$59.3K +537 +50%
LTI
2132
Laffer Tengler Investments
Tennessee
$178K +$178K +1,610 New
AC
2133
AlphaCore Capital
California
$176K -$7.08K -64 -4%
WWM
2134
Wolff Wiese Magana
California
$174K +$53.9K +488 +45%
AA
2135
Addison Advisors
Vermont
$172K
ICM
2136
Islay Capital Management
Texas
$172K -$38.7K -350 -18%
RTL
2137
Red Tortoise LLC
Georgia
$171K +$26.5K +240 +18%
IHWM
2138
Iron Horse Wealth Management
Iowa
$170K +$42K +380 +33%
EK
2139
Evensky & Katz
Florida
$170K +$27.1K +245 +19%
AGWCA
2140
Annis Gardner Whiting Capital Advisors
Florida
$169K +$53.1K +480 +46%
MWM
2141
MGB Wealth Management
Texas
$168K
Kayne Anderson Rudnick Investment Management
2142
Kayne Anderson Rudnick Investment Management
California
$167K +$45.2K +409 +37%
AWM
2143
Angeles Wealth Management
California
$165K +$102K +925 +162%
GFPC
2144
Global Financial Private Client
Florida
$155K
CFS
2145
CGC Financial Services
Oregon
$149K
FAM
2146
Family Asset Management
South Carolina
$148K +$7.19K +65 +5%
CJ
2147
Caitlin John
Michigan
$147K -$18.2K -165 -11%
GWSG
2148
GPS Wealth Strategies Group
Colorado
$145K +$14.4K +130 +11%
ECM
2149
Elgethun Capital Management
South Dakota
$144K +$330 +3 +0.2%
AP
2150
Atwood & Palmer
Missouri
$143K -$6.74K -61 -5%