iShares Core S&P Small-Cap ETF
IJR
512 hedge funds and large institutions have $7.43B invested in iShares Core S&P Small-Cap ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 204 increasing their positions, 179 reducing their positions, and 32 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 179
0.89% less ownership
Funds ownership: 117.51% → 116.62% (-0.89%)
1% less call options, than puts
Call options by funds: $8.9M | Put options by funds: $9M
3% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 32
1% less funds holding
Funds holding: 519 → 512 (-7)
9% less capital invested
Capital invested by funds: $8.15B → $7.43B (-$718M)
17% less funds holding in top 10
Funds holding in top 10: 65 → 54 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$34.6M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$32.5M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$17.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16.3M |
| 5 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$179M |
| 2 |
State Street
Boston,
Massachusetts
|
-$52.7M |
| 3 |
KWILP
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
-$12.3M |
| 4 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$12.1M |
| 5 |
WCF
West Coast Financial
Santa Barbara,
California
|
-$10.9M |
IJR Hedge Fund Activity: Q3 2014 in Review
512 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2014, worth a combined $7.43B — down 8.8% from $8.15B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of IJR and 31 opened new positions — a net loss of 1 holder — while 179 trimmed existing stakes and 204 added.
The largest buyer was M&T Bank, adding an estimated $34.6M. The largest seller was Citigroup, cutting an estimated $179M.
- 512 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2014, down from 519 in Q2 2014.
- Funds reported $7.43B of iShares Core S&P Small-Cap ETF stock for Q3 2014, down 8.8% quarter-over-quarter.
- 31 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2014 and 32 closed out, a net change of -1 holder.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2014 was M&T Bank, an estimated $34.6M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2014 was Citigroup, an estimated $179M sold.
Based on aggregated 13F filings for Q3 2014.