IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

608 hedge funds and large institutions have $9.27B invested in iShares Core S&P Small-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 273 increasing their positions, 173 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
+35
Holders Change %
+6.11%
% of All Funds
16.22%
Holding in Top 10
84
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+15.07%
% of All Funds
2.24%
New
63
Increased
273
Reduced
173
Closed
22
Calls
$18.2M
Puts
$3.62M
Net Calls
+$14.6M
Net Calls Change
+$2.55M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$49.7M
2
Bessemer Group
Bessemer Group
New Jersey
+$48.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$35.4M
4
CFS
Commonwealth Financial Services
West Virginia
+$34.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$24.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$195M
2
Deutsche Bank
Deutsche Bank
Germany
-$150M
3
BFA
BlackRock Fund Advisors
California
-$63.1M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$52.9M
5
Comerica Bank
Comerica Bank
Texas
-$48.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
351
Integrated Wealth Management
California
$831K +$831K +14,086 New
BHBT
352
Burke & Herbert Bank & Trust
Virginia
$830K +$165K +2,786 +25%
RFS
353
Rockefeller Financial Services
New York
$826K – – –
CL
354
Choreo LLC
Illinois
$824K -$101K -1,712 -11%
HSA
355
HBK Sorce Advisory
Pennsylvania
$824K +$95.9K +1,624 +13%
BPBT
356
Boston Private Bank & Trust
Massachusetts
$817K +$20.9K +354 +3%
CIC
357
Carnegie Investment Counsel
Ohio
$804K +$149K +2,522 +23%
PFM
358
Parsec Financial Management
North Carolina
$802K +$56.9K +964 +8%
WCWM
359
Wooster Corthell Wealth Management
Connecticut
$800K -$472 -8 -0.1%
William Blair & Company
360
William Blair & Company
Illinois
$775K +$20.6K +350 +3%
PL
361
Parthenon LLC
Kentucky
$770K +$62.6K +1,060 +9%
MWAN
362
Mariner Wealth Advisors (NYC)
Kansas
$769K +$769K +13,036 New
MBT
363
Montecito Bank & Trust
California
$766K +$6.26K +106 +0.8%
TH
364
TCTC Holdings
Texas
$765K -$5.91K -100 -0.8%
Brown Advisory
365
Brown Advisory
Maryland
$764K +$28.2K +478 +4%
Barclays
366
Barclays
United Kingdom
$734K +$260K +4,418 +55%
EIM
367
Emerson Investment Management
Massachusetts
$732K -$3.54K -60 -0.5%
HCM
368
Hollencrest Capital Management
California
$726K – – –
OMC
369
Overbrook Management Corp
New York
$725K +$5.31K +90 +0.7%
FWM
370
Frontier Wealth Management
Missouri
$724K +$13.7K +232 +2%
TYCC
371
Texas Yale Capital Corp
Florida
$720K – – –
CFA
372
CT Financial Advisors
Pennsylvania
$716K -$3.31K -56 -0.5%
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$712K +$10K +170 +1%
GF
374
Gerstein Fisher
New York
$711K +$10.7K +182 +2%
VIA
375
Vantage Investment Advisors
Pennsylvania
$695K +$291K +4,930 +72%
13 14
15
16 17