IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,141 hedge funds and large institutions have $21.7B invested in iShares Core S&P Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 543 increasing their positions, 378 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+28
Holders Change %
+2.52%
% of All Funds
26.19%
Holding in Top 10
193
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.05%
% of All Funds
4.43%
New
88
Increased
543
Reduced
378
Closed
50
Calls
$30.5M
Puts
$35.9M
Net Calls
-$5.34M
Net Calls Change
-$2.71M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$162M
3
Bank of America
Bank of America
North Carolina
+$139M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.2M
5
UBS Group
UBS Group
Switzerland
+$49.8M

Top Sellers

1
S
Schroders
United Kingdom
-$264M
2
Wells Fargo
Wells Fargo
California
-$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$165M
4
HNB
Huntington National Bank
Ohio
-$129M
5
BlackRock
BlackRock
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
276
Hollencrest Capital Management
California
$7.74M -$1.23M -16,006 -14%
MC
277
Middleton & Co
Massachusetts
$7.64M -$409K -5,307 -5%
AWM
278
Altium Wealth Management
New York
$7.59M +$1.05M +13,644 +16%
B
279
Bailard
California
$7.52M +$101K +1,309 +1%
VWM
280
Venturi Wealth Management
Texas
$7.52M +$48.5K +630 +0.6%
AWM
281
Avondale Wealth Management
Texas
$7.51M +$122K +1,581 +2%
BOH
282
Bank of Hawaii
Hawaii
$7.44M +$254K +3,295 +4%
TWM
283
Torch Wealth Management
Ohio
$7.43M +$62.5K +812 +0.8%
SAMC
284
Spectrum Asset Management (California)
California
$7.4M -$1.42M -18,235 -16%
Retirement Systems of Alabama
285
Retirement Systems of Alabama
Alabama
$7.37M – – –
BL
286
BFSG LLC
California
$7.33M -$2.7K -35 -0%
GIA
287
GHP Investment Advisors
Colorado
$7.28M -$23K -298 -0.3%
GRP
288
Global Retirement Partners
California
$7.15M -$14.8K -192 -0.2%
AWM
289
AE Wealth Management
Kansas
$7.14M +$694K +9,017 +11%
SS
290
Simplicity Solutions
Minnesota
$7.12M +$365K +4,738 +5%
NC
291
NewSquare Capital
Pennsylvania
$7.12M +$302K +3,923 +4%
Rafferty Asset Management
292
Rafferty Asset Management
New York
$7.08M -$20.4K -265 -0.3%
CONA
293
Capital One National Association
New York
$6.92M -$1.06M -13,789 -13%
IF
294
Ironwood Financial
Arizona
$6.92M +$374K +4,857 +6%
BFM
295
Boston Financial Management
Massachusetts
$6.9M +$52.4K +680 +0.8%
RAM
296
Riggs Asset Management
Pennsylvania
$6.82M +$83.2K +1,081 +1%
RJT
297
Raymond James Trust
Florida
$6.79M +$1.27M +16,452 +23%
IFA
298
Interactive Financial Advisors
Illinois
$6.78M +$6.72M +87,272 +11,809%
JIP
299
Jaffetilchin Investment Partners
Florida
$6.67M +$2.43M +31,499 +57%
FPGK
300
Financial Partners Group (Kansas)
Kansas
$6.64M +$640K +8,314 +11%
10 11
12
13 14