IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,597 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, 801 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,597
Holders Change
+234
Holders Change %
+9.9%
% 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
801
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
$4.39B
2
LPL Financial
LPL Financial
California
$1.8B
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.6B
4
Bank of America
Bank of America
North Carolina
$3.69B
5
Wells Fargo
Wells Fargo
California
$1.98B

Top Sellers

1
ECG
Edge Capital Group
Georgia
$27.3M
2
CAM
Cresset Asset Management
Illinois
$421M
3
HNB
Huntington National Bank
Ohio
$222M
4
IAIM
International Assets Investment Management
Florida
$1.37M
5
DWM
Dynasty Wealth Management
Florida
$83.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
2426
Ceeto Capital Group
Florida
$119K +$119K +1,036 New
T
2427
Transce3nd
Texas
$117K +$117K +1,019 New
CFP
2428
Comprehensive Financial Planning
Pennsylvania
$111K +$111K +967 New
AIA
2429
Armor Investment Advisors
North Carolina
$110K -$6.92K -60 -6%
HWA
2430
HHM Wealth Advisors
Tennessee
$109K – – –
MIM
2431
MTM Investment Management
South Carolina
$108K +$7.95K +69 +8%
HHGA
2432
Halbert Hargrove Global Advisors
California
$107K +$107K +930 New
DCM
2433
Disciplina Capital Management
Tennessee
$106K -$9.79K -85 -8%
EBA
2434
Eagle Bay Advisors
New York
$105K -$88.4K -767 -46%
WI
2435
Wintrust Investments
Illinois
$103K -$36.3K -316 -26%
PSB
2436
Piscataqua Savings Bank
New Hampshire
$102K – – –
WBC
2437
West Branch Capital
Massachusetts
$102K – – –
CTB
2438
Country Trust Bank
Illinois
$99.9K -$19.6K -170 -16%
MBFW
2439
Morton Brown Family Wealth
Pennsylvania
$99.8K -$1.38K -12 -1%
MFG
2440
Menard Financial Group
Texas
$96.9K +$96.9K +841 New
APW
2441
Acima Private Wealth
Virginia
$95.6K – – –
RFA
2442
Reyes Financial Architecture
California
$94.9K +$94.9K +824 New
HBW
2443
Hazlett, Burt & Watson
West Virginia
$90K -$15.2K -132 -14%
DPW
2444
DiNuzzo Private Wealth
Pennsylvania
$89.9K – – –
BMC
2445
Bear Mountain Capital
Washington
$88.8K – – –
JFG
2446
JDM Financial Group
Texas
$87.8K +$12.7K +110 +17%
NRWA
2447
North Ridge Wealth Advisors
Oregon
$80.7K +$80.7K +700 New
HCP
2448
Hexagon Capital Partners
Arkansas
$79.8K – – –
KWM
2449
Kiker Wealth Management
Georgia
$78.6K +$78.6K +682 New
FWA
2450
Flagship Wealth Advisors
Massachusetts
$77.5K +$77.5K +673 New
96 97
98
99 100