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iShares Core S&P Small-Cap ETF

1,454 hedge funds and large institutions have $29.1B invested in iShares Core S&P Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 586 increasing their positions, 613 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $174M | Put options by funds: $51.8M

43% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 70

1.1% more ownership

Funds ownership: 68.88%69.98% (+1.1%)

5% more capital invested

Capital invested by funds: $27.8B → $29.1B (+$1.29B)

1% more funds holding

Funds holding: 1,4401,454 (+14)

1% less funds holding in top 10

Funds holding in top 10: 210208 (-2)

4% less repeat investments, than reductions

Existing positions increased: 586 | Existing positions reduced: 613

Holders
1,454
Holders Change
+14
Holders Change %
+0.97%
% of All Funds
29.33%
Holding in Top 10
208
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.95%
% of All Funds
4.2%
New
100
Increased
586
Reduced
613
Closed
70
Calls
$174M
Puts
$51.8M
Net Calls
+$122M
Net Calls Change
+$33.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
226
ProVise Management Group
Florida
$12.2M +$75.5K +1,053 +0.6%
AWM
227
Apollon Wealth Management
South Carolina
$12.2M +$23K +321 +0.2%
EH
228
Equitable Holdings
New York
$12.2M +$303K +4,231 +3%
LNC
229
Lincoln National Corp
Pennsylvania
$12.1M -$276K -3,850 -2%
OC
230
Oppenheimer & Co
New York
$12.1M -$55.1K -769 -0.4%
EIG
231
Ellenbecker Investment Group
Wisconsin
$12M +$1.29M +17,975 +12%
FFBTD
232
First Financial Bank - Trust Division
Ohio
$12M -$428K -5,966 -3%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$11.9M +$755K +10,537 +7%
ETS
234
ESL Trust Services
New York
$11.9M +$46.6K +650 +0.4%
HBT
235
Hills Bank & Trust
Iowa
$11.7M +$2.53M +35,340 +27%
CA
236
Capital Advantage
California
$11.6M +$35.5K +495 +0.3%
IWS
237
Insight Wealth Strategies
California
$11.4M +$5.36M +74,772 +85%
GG
238
Gofen & Glossberg
Illinois
$11.4M -$670K -9,354 -5%
Natixis Advisors
239
Natixis Advisors
Massachusetts
$11M +$1.71M +23,832 +18%
T
240
TrueFG
Texas
$11M +$188K +2,630 +2%
RCA
241
Resonant Capital Advisors
Wisconsin
$10.9M +$105K +1,464 +1%
HSBC Holdings
242
HSBC Holdings
United Kingdom
$10.8M +$66.4K +926 +0.6%
AI
243
Atria Investments
North Carolina
$10.8M +$2.18M +30,444 +25%
SBSB
244
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.7M +$101K +1,409 +0.9%
A
245
AdvicePeriod
California
$10.7M +$852K +11,888 +8%
NEPPG
246
New England Professional Planning Group
Rhode Island
$10.6M -$12.7K -177 -0.1%
SPP
247
Single Point Partners
Massachusetts
$10.6M +$967K +13,498 +10%
KLI
248
Kelman-Lazarov Inc
Tennessee
$10.6M -$24.9K -348 -0.2%
AWE
249
Avidian Wealth Enterprises
Texas
$10.6M -$768K -10,714 -7%
Prudential Financial
250
Prudential Financial
New Jersey
$10.3M +$1.13M +15,751 +12%

IJR Hedge Fund Activity: Q3 2020 in Review

1,454 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2020, worth a combined $29.1B — up 4.6% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new IJR positions and 70 closed out — a net gain of 30 holders — while 586 added to existing stakes and 613 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $229M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $128M.

  • 1,454 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2020, up from 1,440 in Q2 2020.
  • Funds reported $29.1B of iShares Core S&P Small-Cap ETF stock for Q3 2020, up 4.6% quarter-over-quarter.
  • 100 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2020 and 70 closed out, a net change of +30 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q3 2020 was Fidelity Investments, an estimated $229M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q3 2020 was Provida Pension Fund Administrator, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2020.