IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,556 hedge funds and large institutions have $32.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 649 increasing their positions, 478 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+226
Holders Change %
+16.99%
% of All Funds
30.73%
Holding in Top 10
274
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+21.78%
% of All Funds
5.41%
New
281
Increased
649
Reduced
478
Closed
40
Calls
$63.7M
Puts
$5.43M
Net Calls
+$58.3M
Net Calls Change
-$104M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$423M
3
Truist Financial
Truist Financial
North Carolina
+$172M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$123M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$104M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$98.2M
3
HI
Horizon Investments
North Carolina
-$94.8M
4
M&T Bank
M&T Bank
New York
-$77.9M
5
BlackRock
BlackRock
New York
-$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
251
Concourse Financial Group Securities
Alabama
$13.5M +$8.44M +100,626 +167%
EDRIA
252
Edmonds Duncan Registered Investment Advisors
Kansas
$13.4M -$1.16M -13,876 -8%
NA
253
NewEdge Advisors
Louisiana
$13.4M -$2.09M -24,964 -14%
PCMC
254
Private Capital Management (Colorado)
Colorado
$13.3M – – –
TC
255
Trilogy Capital
California
$13.3M -$65.5K -786 -0.5%
LFS
256
Lutz Financial Services
Nebraska
$13.3M +$598K +7,128 +5%
LNC
257
Lincoln National Corp
Pennsylvania
$13.3M +$392K +4,676 +3%
CA
258
Capital Advantage
California
$13.2M +$13.2M +158,665 New
MTC
259
Matrix Trust Company
Colorado
$13.2M -$1.28M -15,296 -9%
HCM
260
Hudson Capital Management
New Jersey
$13.2M +$1.06M +12,630 +9%
CAL
261
Capital Analysts LLC
Pennsylvania
$13M +$376K +4,479 +3%
HCA
262
Heck Capital Advisors
Wisconsin
$12.9M +$349K +4,165 +3%
RWM
263
Rezny Wealth Management
Florida
$12.9M +$1.24M +14,815 +11%
KPWG
264
KFA Private Wealth Group
Virginia
$12.8M +$12.8M +152,238 New
GKWIM
265
Gerber Kawasaki Wealth & Investment Management
California
$12.8M +$925K +11,030 +8%
RWM
266
RKL Wealth Management
Pennsylvania
$12.7M -$425K -5,073 -3%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$12.7M +$535K +6,385 +4%
BOTW
268
Bank of the West
California
$12.5M -$612K -7,303 -5%
ATC
269
Argent Trust Co
Tennessee
$12.4M +$816K +9,735 +7%
I
270
IberiaBank
Louisiana
$12.2M -$79.7K -951 -0.6%
BO
271
BRR OpCo
Ohio
$12.2M +$11.9M +141,441 +3,593%
LS
272
Liquid Strategies
Georgia
$12.1M +$12.1M +144,887 New
PL
273
Polianta Ltd
Jersey
$12.1M +$12.1M +144,900 New
HFA
274
High Falls Advisors
New York
$12.1M +$650K +7,758 +6%
ETS
275
ESL Trust Services
New York
$12.1M +$12.1M +144,123 New
9 10
11
12 13