IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.72%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$216M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$132M
3
US Bancorp
US Bancorp
Minnesota
+$114M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
RJA
Raymond James & Associates
Florida
+$105M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$247M
2
CAM
Cresset Asset Management
Illinois
-$237M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$120M
4
HI
Horizon Investments
North Carolina
-$116M
5
BlackRock
BlackRock
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
351
PFS Investments
Georgia
$13.1M -$52M -552,376 -80%
VFIC
352
Valley Forge Investment Consultants
Pennsylvania
$13.1M -$734K -7,594 -5%
DWA
353
Divergent Wealth Advisors
Utah
$13M +$843K +8,713 +7%
HWA
354
Hilltop Wealth Advisors
North Carolina
$13M -$344K -3,556 -3%
GVAG
355
Great Valley Advisor Group
Delaware
$13M +$5.87M +60,700 +83%
CFG
356
Compton Financial Group
Maryland
$12.9M +$140K +1,449 +1%
SWA
357
Stratos Wealth Advisors
Ohio
$12.8M +$3.58M +36,994 +39%
HR
358
Hardy Reed
Mississippi
$12.8M – – –
LBC
359
Lowe Brockenbrough & Co
Virginia
$12.8M +$1.06M +10,984 +9%
IWMWV
360
Ironwood Wealth Management (West Virginia)
West Virginia
$12.7M -$33.1K -352 -0.3%
FANJ
361
Financial Architects (New Jersey)
New Jersey
$12.5M +$238K +2,457 +2%
TWM
362
Tradition Wealth Management
Minnesota
$12.5M -$508K -5,255 -4%
BHIA
363
Birch Hill Investment Advisors
Massachusetts
$12.5M +$1.31M +13,515 +12%
GPA
364
Guidance Point Advisors
Massachusetts
$12.4M -$37.2K -385 -0.3%
KPWG
365
KFA Private Wealth Group
Virginia
$12.4M +$1.91M +19,790 +18%
CI
366
CX Institutional
Indiana
$12.4M +$11.3M +116,454 +988%
BWIA
367
Bryant Woods Investment Advisors
New York
$12.4M +$158K +1,635 +1%
Wealth Enhancement Advisory Services
368
Wealth Enhancement Advisory Services
Minnesota
$12.4M -$11.5M -118,806 -48%
JFA
369
JNBA Financial Advisors
Minnesota
$12.4M -$252K -2,601 -2%
MSA
370
Marino Stram & Associates
Massachusetts
$12.3M +$85.1K +880 +0.7%
EIG
371
Ellenbecker Investment Group
Wisconsin
$12.2M -$27.8K -288 -0.2%
PSIWM
372
Paradigm Strategies in Wealth Management
Minnesota
$12.2M +$625K +6,461 +5%
ECM
373
Exchange Capital Management
Michigan
$12.1M +$124K +1,278 +1%
VCM
374
Verde Capital Management
Michigan
$12.1M +$270K +2,794 +2%
SFP
375
Strategic Financial Partners
Oregon
$12.1M +$4.03M +41,663 +50%
13 14
15
16 17