iShares Core S&P Small-Cap ETF
IJR
527 hedge funds and large institutions have $8.4B invested in iShares Core S&P Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 14 closing their positions.
571% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 14
23% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 167
17% more funds holding
Funds holding: 452 → 527 (+75)
16% more capital invested
Capital invested by funds: $7.23B → $8.4B (+$1.17B)
14% more funds holding in top 10
Funds holding in top 10: 63 → 72 (+9)
0.62% more ownership
Funds ownership: 117.04% → 117.66% (+0.62%)
56% less call options, than puts
Call options by funds: $78.8M | Put options by funds: $179M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$76.6M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$55.6M |
| 3 |
Citigroup
New York
|
+$44.9M |
| 4 |
State Street
Boston,
Massachusetts
|
+$42.8M |
| 5 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$60.4M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$16.9M |
| 3 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
-$14.6M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$10.3M |
| 5 |
SSB
Sandy Spring Bank
Olney,
Maryland
|
-$10M |
IJR Hedge Fund Activity: Q4 2013 in Review
527 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2013, worth a combined $8.4B — up 16% from $7.23B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new IJR positions and 14 closed out — a net gain of 80 holders — while 205 added to existing stakes and 167 trimmed.
The largest buyer was LPL Financial, adding an estimated $76.6M. The largest seller was Morgan Stanley, cutting an estimated $60.4M.
- 527 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2013, up from 452 in Q3 2013.
- Funds reported $8.4B of iShares Core S&P Small-Cap ETF stock for Q4 2013, up 16% quarter-over-quarter.
- 94 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2013 and 14 closed out, a net change of +80 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2013 was LPL Financial, an estimated $76.6M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2013 was Morgan Stanley, an estimated $60.4M sold.
Based on aggregated 13F filings for Q4 2013.