iShares Core S&P Small-Cap ETF
IJR
868 hedge funds and large institutions have $15.6B invested in iShares Core S&P Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 381 increasing their positions, 218 reducing their positions, and 30 closing their positions.
430% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 30
75% more repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 218
49% more funds holding in top 10
Funds holding in top 10: 109 → 162 (+53)
36% more call options, than puts
Call options by funds: $38M | Put options by funds: $28M
29% more capital invested
Capital invested by funds: $12.1B → $15.6B (+$3.49B)
16% more funds holding
Funds holding: 749 → 868 (+119)
2.99% more ownership
Funds ownership: 115.36% → 118.35% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$390M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$185M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$141M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$134M |
| 5 |
Morgan Stanley
New York
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$149M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$45.1M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$38.5M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$33.4M |
| 5 |
TC
Telemus Capital
Southfield,
Michigan
|
-$24.1M |
IJR Hedge Fund Activity: Q4 2016 in Review
868 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2016, worth a combined $15.6B — up 29% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new IJR positions and 30 closed out — a net gain of 129 holders — while 381 added to existing stakes and 218 trimmed.
The largest buyer was Wells Fargo, adding an estimated $390M. The largest seller was Credit Suisse, exiting entirely with an estimated $149M sold.
- 868 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2016, up from 749 in Q3 2016.
- Funds reported $15.6B of iShares Core S&P Small-Cap ETF stock for Q4 2016, up 29% quarter-over-quarter.
- 159 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2016 and 30 closed out, a net change of +129 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2016 was Wells Fargo, an estimated $390M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2016 was Credit Suisse, an estimated $149M sold.
Based on aggregated 13F filings for Q4 2016.