IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.83B
2
PPFA
Provida Pension Fund Administrator
Chile
$576M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.72B
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$161M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.23B

Top Sellers

1
GA
GFS Advisors
Texas
$9.31M
2
HNB
Huntington National Bank
Ohio
$230M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.1M
4
Morgan Stanley
Morgan Stanley
New York
$1.94B
5
Wells Fargo
Wells Fargo
California
$1.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
2176
Provenance Wealth Advisors
Florida
$62.6K +$19.3K +181 +45%
SC
2177
Stephens Consulting
Michigan
$60.3K -$18.3K -172 -23%
NRG
2178
Nemes Rush Group
Michigan
$59.6K -$10.7K -100 -15%
FIM
2179
FWL Investment Management
Texas
$58.7K +$58.7K +550 New
FPFS
2180
First Personal Financial Services
North Carolina
$58K – – –
CMP
2181
Coston McIsaac & Partners
Maine
$58K – – –
FC
2182
Fairscale Capital
New Hampshire
$57.8K +$57.8K +495 New
FCG
2183
Financial Connections Group
California
$54K +$54K +513 New
RA
2184
Rise Advisors
New York
$53.9K +$213 +2 +0.4%
W
2185
WealthCollab
Washington
$53.5K – – –
HPIA
2186
Hamilton Point Investment Advisors
North Carolina
$53.3K – – –
WAS
2187
Winch Advisory Services
Wisconsin
$52.9K – – –
DCM
2188
Davis Capital Management
Florida
$52.6K – – –
CICI
2189
Capital Investment Counsel Inc
North Carolina
$50.7K -$7.15K -67 -12%
CCA
2190
Criterion Capital Advisors
Tennessee
$50.6K – – –
BHWM
2191
Beaird Harris Wealth Management
Texas
$50.6K +$9.07K +85 +22%
SWM
2192
Sanctuary Wealth Management
Idaho
$50.5K +$4.91K +46 +11%
CC
2193
Cypress Capital
Tennessee
$50.3K +$50.3K +472 New
BCA
2194
Bray Capital Advisors
Florida
$48.5K – – –
EA
2195
Evolution Advisers
Virginia
$47K – – –
PP
2196
Pingora Partners
Wyoming
$43.6K – – –
TFA
2197
Toth Financial Advisory
Virginia
$43.5K -$8.64K -81 -17%
KFS
2198
Kelly Financial Services
Massachusetts
$41.7K -$13.1K -123 -24%
HH
2199
HWG Holdings
Texas
$41.2K +$41.2K +386 New
RCM
2200
Raleigh Capital Management
North Carolina
$39.3K +$213 +2 +0.5%
86 87
88
89 90