IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,052 hedge funds and large institutions have $50.2B invested in iShares Core S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 971 increasing their positions, 735 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+11
Holders Change %
+0.54%
% of All Funds
32.47%
Holding in Top 10
351
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.57%
% of All Funds
5.55%
New
140
Increased
971
Reduced
735
Closed
103
Calls
$65.5M
Puts
$101M
Net Calls
-$35.7M
Net Calls Change
+$233M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$228M
2
US Bancorp
US Bancorp
Minnesota
+$177M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$120M
4
HI
Horizon Investments
North Carolina
+$114M
5
Bank of America
Bank of America
North Carolina
+$109M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$375M
2
HNB
Huntington National Bank
Ohio
-$278M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$172M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
5
Charles Schwab
Charles Schwab
California
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
351
Tanglewood Wealth Management
Texas
$13.9M +$13.9M +128,946 New
WH
352
Whitcomb & Hess
Ohio
$13.8M +$408K +3,780 +3%
IWS
353
Insight Wealth Strategies
California
$13.8M +$208K +1,926 +2%
WWM
354
Wiser Wealth Management
Georgia
$13.7M +$1.53M +14,140 +13%
EVM
355
Eaton Vance Management
Massachusetts
$13.6M +$709K +6,570 +5%
EWM
356
Evermay Wealth Management
Virginia
$13.5M -$673K -6,242 -5%
HF
357
Halpern Financial
Virginia
$13.5M +$4.09M +37,876 +43%
TPCW
358
TD Private Client Wealth
New York
$13.4M +$1.1M +10,217 +9%
C
359
Certuity
Florida
$13.4M +$2.45M +22,684 +22%
NL
360
NWAM LLC
Washington
$13.4M -$266K -2,467 -2%
CIG
361
Cairn Investment Group
Washington
$13.3M -$3.14M -29,006 -19%
BHIA
362
Birch Hill Investment Advisors
Massachusetts
$13.3M +$1.56M +14,427 +13%
EIG
363
Ellenbecker Investment Group
Wisconsin
$13.3M +$146K +1,358 +1%
PI
364
Pachira Investments
California
$13.3M +$470K +4,361 +4%
FWP
365
FAS Wealth Partners
Kansas
$13.3M -$58.6K -543 -0.4%
BWA
366
BDO Wealth Advisors
Florida
$13.3M +$2.23M +20,670 +20%
PP
367
Pegasus Partners
Wisconsin
$13.3M +$5.46M +50,632 +70%
ECM
368
Exchange Capital Management
Michigan
$13.3M +$92.7K +859 +0.7%
PFP
369
Pinnacle Financial Partners
Tennessee
$13.2M +$1.64M +15,166 +14%
RCAG
370
Rehmann Capital Advisory Group
Michigan
$13.2M -$80.9K -750 -0.6%
MA
371
Montag & Associates
Georgia
$13.2M -$8.55M -79,251 -39%
CWA
372
Core Wealth Advisors
Florida
$13.2M +$380K +3,521 +3%
PA
373
Pinnacle Associates
New York
$13.1M +$2.26M +20,917 +21%
SFWA
374
Summit Financial Wealth Advisors
Louisiana
$13.1M +$277K +2,571 +2%
Principal Financial Group
375
Principal Financial Group
Iowa
$13.1M +$75.5K +700 +0.6%
13 14
15
16 17