IJR icon

iShares Core S&P Small-Cap ETF

2,289 hedge funds and large institutions have $54.9B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 1,038 increasing their positions, 873 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
Holders Change
-25
Holders Change %
-1.08%
% of All Funds
33.29%
Holding in Top 10
313
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-8.75%
% of All Funds
4.55%
New
114
Increased
1,038
Reduced
873
Closed
102
Calls
$77.3M
Puts
$9.41M
Net Calls
+$67.9M
Net Calls Change
+$64.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2126
Activest Wealth Management
Florida
$129K -$136K -1,274 -51%
EK
2127
Evensky & Katz
Florida
$128K -$35.5K -333 -22%
PCWA
2128
Pacific Capital Wealth Advisors
California
$125K +$89.5K +839 +253%
LCOV
2129
London Company of Virginia
Virginia
$123K +$123K +1,153 New
CJ
2130
Caitlin John
Michigan
$121K -$20.2K -189 -14%
PP
2131
Pacifica Partners
Canada
$118K +$4.79K +45 +4%
MFA
2132
Morling Financial Advisors
California
$116K
LCM
2133
Logan Capital Management
Pennsylvania
$111K +$4.8K +45 +5%
LWA
2134
Lowe Wealth Advisors
Maryland
$111K +$96.5K +905 +691%
MBFW
2135
Morton Brown Family Wealth
Pennsylvania
$109K -$1.95K -17 -2%
IBOK
2136
Independence Bank of Kentucky
Kentucky
$108K +$106K +996 +4,980%
SHIM
2137
Stone House Investment Management
Pennsylvania
$106K -$7.68K -72 -7%
ATS
2138
Ashton Thomas Securities
New York
$106K +$106K +942 New
SAM
2139
Smartleaf Asset Management
Massachusetts
$105K -$11.4K -108 -10%
PA
2140
Pineridge Advisors
Missouri
$104K +$38.2K +358 +58%
CSWG
2141
Cardinal Strategic Wealth Guidance
Kentucky
$102K -$15.6K -146 -13%
VCM
2142
Versant Capital Management
Arizona
$101K
HWA
2143
HHM Wealth Advisors
Tennessee
$101K
TAM
2144
Tucker Asset Management
Colorado
$101K +$17.2K +161 +21%
GWANC
2145
Guardian Wealth Advisors (North Carolina)
North Carolina
$101K +$2.45K +23 +2%
MIM
2146
MTM Investment Management
South Carolina
$98.1K +$3.31K +31 +3%
POIA
2147
Pin Oak Investment Advisors
Texas
$97K -$27.9K -262 -22%
WBC
2148
West Branch Capital
Massachusetts
$94.4K -$14.9K -140 -14%
FNWA
2149
Financial Network Wealth Advisors
Utah
$92.9K +$92.9K +855 New
GWSA
2150
Global Wealth Strategies & Associates
Colorado
$92.4K +$2.45K +23 +3%