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BlackRock Institutional Trust’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BlackRock Institutional Trust’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$45M Sell
653,910
-299,564
-31% -$19.3M 0.01% 1415
2016
Q3 		$59.2M Buy
953,474
+56,208
+6% +$3.43M 0.01% 1178
2016
Q2 		$52.1M Buy
897,266
+81,416
+10% +$4.64M 0.01% 1208
2016
Q1 		$45.9M Sell
815,850
-101,018
-11% -$5.27M 0.01% 1276
2015
Q4 		$50.5M Buy
916,868
+103,596
+13% +$5.84M 0.01% 1235
2015
Q3 		$43.3M Sell
813,272
-67,994
-8% -$3.86M 0.01% 1311
2015
Q2 		$51.9M Buy
881,266
+16,054
+2% +$949K 0.01% 1272
2015
Q1 		$51.1M Buy
865,212
+197,978
+30% +$11.3M 0.01% 1308
2014
Q4 		$38.1M Buy
667,234
+139,186
+26% +$7.6M 0.01% 1468
2014
Q3 		$27.5M Sell
528,048
-164,912
-24% -$8.97M ﹤0.01% 1671
2014
Q2 		$38.8M Buy
692,960
+87,220
+14% +$4.72M 0.01% 1497
2014
Q1 		$33.4M Buy
605,740
+527,446
+674% +$28.5M 0.01% 1595
2013
Q4 		$4.27M Sell
78,294
-41,712
-35% -$2.18M ﹤0.01% 2855
2013
Q3 		$5.99M Buy
+120,006
New +$5.8M ﹤0.01% 2638

Other funds holding IJR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock Institutional Trust's IJR Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 31% in Q4 2016, selling an estimated $19.3M and leaving 653,910 shares worth $45M. The position accounts for 0.01% of the portfolio, ranked #1415.

BlackRock Institutional Trust first reported a position in IJR in Q3 2013 and has held it in 14 quarters since. The position peaked at $59.2M in Q3 2016. 868 funds tracked by Wall St. Rank hold IJR as of Q4 2016.

  • BlackRock Institutional Trust held 653,910 shares of iShares Core S&P Small-Cap ETF worth $45M as of Q4 2016.
  • BlackRock Institutional Trust sold 299,564 iShares Core S&P Small-Cap ETF shares in Q4 2016, an estimated $19.3M.
  • iShares Core S&P Small-Cap ETF made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1415 holding.
  • BlackRock Institutional Trust first reported a position in iShares Core S&P Small-Cap ETF in Q3 2013 and has held it in 14 quarters since.
  • BlackRock Institutional Trust's iShares Core S&P Small-Cap ETF position peaked at $59.2M in Q3 2016.
  • 868 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.