IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,113 hedge funds and large institutions have $21.4B invested in iShares Core S&P Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 473 increasing their positions, 315 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,113
Holders Change
+172
Holders Change %
+18.28%
% of All Funds
25.28%
Holding in Top 10
191
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+15.76%
% of All Funds
4.34%
New
210
Increased
473
Reduced
315
Closed
28
Calls
$28.3M
Puts
$30.9M
Net Calls
-$2.64M
Net Calls Change
-$19.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.73B
2
LPL Financial
LPL Financial
California
$347M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.13B
4
Morgan Stanley
Morgan Stanley
New York
$945M
5
USAA
United Services Automobile Association
Texas
$41.1M

Top Sellers

1
S
Schroders
United Kingdom
$264M
2
SIM
Sentry Investment Management
Wisconsin
$0
3
HNB
Huntington National Bank
Ohio
$129M
4
SAS
Sage Advisory Services
Texas
$69.1M
5
PV
Private Vista
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
$4.62M +$209K +2,728 +5%
QAM
352
QCI Asset Management
New York
$4.54M +$41.4K +539 +0.9%
MWM
353
Marietta Wealth Management
Georgia
$4.51M -$36.3K -473 -0.8%
TCM
354
Towercrest Capital Management
Pennsylvania
$4.48M +$430K +5,604 +11%
SWPG
355
Strategic Wealth Partners Group
Illinois
$4.46M +$1.19M +15,546 +37%
APA
356
American Portfolios Advisors
New York
$4.46M +$4.46M +58,048 New
GC
357
Garde Capital
Washington
$4.45M -$7.68K -100 -0.2%
EA
358
Elm Advisors
California
$4.38M +$237K +3,087 +6%
BTNA
359
Bremer Trust National Association
Minnesota
$4.38M -$40.2K -524 -0.9%
FNT
360
First National Trust
Pennsylvania
$4.34M +$243K +3,157 +6%
SGK
361
Steigerwald Gordon & Koch
Virginia
$4.32M -$424K -5,514 -9%
CCM
362
Canal Capital Management
Virginia
$4.32M +$99.8K +1,299 +2%
NEPPG
363
New England Professional Planning Group
Rhode Island
$4.3M +$4.3M +55,487 New
BRM
364
Boston Research & Management
Massachusetts
$4.3M +$35.1K +457 +0.8%
RCG
365
Ruggie Capital Group
Florida
$4.27M +$80.2K +1,043 +2%
EC
366
Estate Counselors
Wisconsin
$4.25M -$538K -7,008 -11%
BAS
367
Brown Advisory Securities
Maryland
$4.24M +$202K +2,627 +5%
JIP
368
Jaffetilchin Investment Partners
Florida
$4.23M -$1.54M -20,115 -27%
SWM
369
SigFig Wealth Management
California
$4.18M +$3.59M +46,679 +602%
CWM
370
Cornerstone Wealth Management
Missouri
$4.15M +$453K +5,806 +12%
BCM
371
Boltwood Capital Management
California
$4.14M – – –
FNBT
372
FineMark National Bank & Trust
Florida
$4.12M -$73.9K -962 -2%
CAC
373
Certified Advisory Corp
Florida
$4.11M +$4.11M +53,472 New
Thrivent Financial for Lutherans
374
Thrivent Financial for Lutherans
Minnesota
$4.09M +$321K +4,183 +9%
Cetera Investment Advisers
375
Cetera Investment Advisers
Illinois
$4.08M +$51.4K +669 +1%
13 14
15
16 17