iShares Core S&P Small-Cap ETF
IJR
2,626 hedge funds and large institutions have $66.8B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 370 funds opening new positions, 1,199 increasing their positions, 806 reducing their positions, and 69 closing their positions.
436% more first-time investments, than exits
New positions opened: 370 | Existing positions closed: 69
235% more call options, than puts
Call options by funds: $101M | Put options by funds: $30.1M
49% more repeat investments, than reductions
Existing positions increased: 1,199 | Existing positions reduced: 806
11% more funds holding in top 10
Funds holding in top 10: 333 → 371 (+38)
10% more funds holding
Funds holding: 2,380 → 2,626 (+246)
9% more capital invested
Capital invested by funds: $61.2B → $66.8B (+$5.61B)
0.73% more ownership
Funds ownership: 71.23% → 71.96% (+0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$213M |
| 2 |
LPL Financial
San Diego,
California
|
+$196M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$126M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$123M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$278M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$183M |
| 3 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$86.1M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$77.7M |
| 5 |
ECG
Edge Capital Group
Atlanta,
Georgia
|
-$27.5M |
IJR Hedge Fund Activity: Q4 2024 in Review
2,626 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2024, worth a combined $66.8B — up 9.2% from $61.2B a quarter earlier.
Buyers outnumbered sellers: 370 funds opened new IJR positions and 69 closed out — a net gain of 301 holders — while 1,199 added to existing stakes and 806 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $213M. The largest seller was Cresset Asset Management, cutting an estimated $278M.
- 2,626 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2024, up from 2,380 in Q3 2024.
- Funds reported $66.8B of iShares Core S&P Small-Cap ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
- 370 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2024 and 69 closed out, a net change of +301 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $213M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2024 was Cresset Asset Management, an estimated $278M sold.
Based on aggregated 13F filings for Q4 2024.