IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

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

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$206M
2
LPL Financial
LPL Financial
California
+$189M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$178M
4
Bank of America
Bank of America
North Carolina
+$121M
5
Wells Fargo
Wells Fargo
California
+$119M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$572B
2
CAM
Cresset Asset Management
Illinois
-$268M
3
HNB
Huntington National Bank
Ohio
-$223M
4
IAIM
International Assets Investment Management
Florida
-$176M
5
DWM
Dynasty Wealth Management
Florida
-$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QP
2151
Quartz Partners
New York
$305K +$11.5K +100 +4%
FCH
2152
Freestone Capital Holdings
Washington
$304K -$262K -2,278 -46%
LWP
2153
LMG Wealth Partners
Louisiana
$304K +$3.11K +27 +1%
SFS
2154
Stiles Financial Services
Minnesota
$303K +$1.5K +13 +0.5%
SIAG
2155
Signet Investment Advisory Group
Rhode Island
$302K – – –
DWM
2156
Denver Wealth Management
Colorado
$302K +$576 +5 +0.2%
SMH
2157
Sanders Morris Harris
Texas
$301K +$2.66K +23 +0.9%
AWM
2158
Avaii Wealth Management
Wisconsin
$301K +$301K +2,611 New
FA
2159
FF Advisors
California
$300K – – –
IP
2160
Investment Partners
Ohio
$300K +$461 +4 +0.2%
TWP
2161
Tempus Wealth Planning
California
$299K +$299K +2,595 New
DE
2162
Diversified Enterprises
Delaware
$299K +$68K +590 +29%
PWM
2163
Paulson Wealth Management
Illinois
$298K +$1.27K +11 +0.4%
HFS
2164
Heritage Financial Services
Massachusetts
$298K +$24.9K +216 +9%
DBRC
2165
D.B. Root & Company
Pennsylvania
$297K -$34.7K -301 -10%
KIM
2166
Kestra Investment Management
Texas
$296K -$25.9K -225 -8%
FAN
2167
Financial Advisors Network
California
$294K +$294K +2,554 New
PIA
2168
Pollock Investment Advisors
Michigan
$293K +$293K +2,540 New
IFS
2169
Ifrah Financial Services
Arkansas
$292K -$151K -1,309 -34%
IC
2170
Iconiq Capital
California
$292K +$2.88K +25 +1%
CFG
2171
Clayton Financial Group
Missouri
$292K +$1.84K +16 +0.6%
EGA
2172
E&G Advisors
Texas
$291K +$5.76K +50 +2%
BAMG
2173
Brand Asset Management Group
Missouri
$290K -$11.5K -100 -4%
TVM
2174
True Vision MN
Minnesota
$289K +$31.6K +274 +12%
NA
2175
Novus Advisors
South Carolina
$289K +$289K +2,509 New
85 86
87
88 89