iShares Core S&P Small-Cap ETF
IJR
1,440 hedge funds and large institutions have $27.8B invested in iShares Core S&P Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 549 increasing their positions, 629 reducing their positions, and 87 closing their positions.
288% more call options, than puts
Call options by funds: $120M | Put options by funds: $30.8M
76% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 87
29% more capital invested
Capital invested by funds: $21.6B → $27.8B (+$6.28B)
4% more funds holding in top 10
Funds holding in top 10: 201 → 210 (+9)
4% more funds holding
Funds holding: 1,384 → 1,440 (+56)
1.58% more ownership
Funds ownership: 67.3% → 68.88% (+1.6%)
13% less repeat investments, than reductions
Existing positions increased: 549 | Existing positions reduced: 629
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$563M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$287M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$221M |
| 4 |
BlackRock
New York
|
+$177M |
| 5 |
Citigroup
New York
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$179M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$85.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$63.4M |
| 4 |
State Street
Boston,
Massachusetts
|
-$57.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$55.1M |
IJR Hedge Fund Activity: Q2 2020 in Review
1,440 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2020, worth a combined $27.8B — up 29% from $21.6B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new IJR positions and 87 closed out — a net gain of 66 holders — while 549 added to existing stakes and 629 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $563M. The largest seller was Wells Fargo, cutting an estimated $179M.
- 1,440 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2020, up from 1,384 in Q1 2020.
- Funds reported $27.8B of iShares Core S&P Small-Cap ETF stock for Q2 2020, up 29% quarter-over-quarter.
- 153 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2020 and 87 closed out, a net change of +66 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $563M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q2 2020 was Wells Fargo, an estimated $179M sold.
Based on aggregated 13F filings for Q2 2020.