IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,332 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 595 increasing their positions, 519 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
-14
Holders Change %
-1.04%
% of All Funds
28.98%
Holding in Top 10
230
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.36%
% of All Funds
5%
New
66
Increased
595
Reduced
519
Closed
66
Calls
$164M
Puts
$5.06M
Net Calls
+$159M
Net Calls Change
-$5.22M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$648M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$521M
3
UBS Group
UBS Group
Switzerland
$1.41B
4
MFG
Merit Financial Group
Georgia
$93.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
$82.4M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$0
2
HNB
Huntington National Bank
Ohio
$150M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
401
Savant Capital
Illinois
$5.63M +$96.2K +1,229 +2%
JG
402
Jefferies Group
New York
$5.62M +$3.12M +39,910 +125%
LSERS
403
Louisiana State Employees Retirement System
Louisiana
$5.62M -$133K -1,700 -2%
CIR
404
Clear Investment Research
Georgia
$5.59M -$1.04M -13,331 -16%
PFM
405
Phillips Financial Management
Indiana
$5.59M +$1.21M +15,473 +28%
RWA
406
Redhawk Wealth Advisors
Minnesota
$5.5M +$116K +1,485 +2%
FNT
407
First National Trust
Pennsylvania
$5.48M -$1.15M -14,721 -17%
QCG
408
Quadrant Capital Group
Ohio
$5.39M +$303K +3,881 +6%
HJA
409
Hugh Johnson Advisors
New York
$5.29M -$326K -4,167 -6%
SHIM
410
Stone House Investment Management
Pennsylvania
$5.26M +$939 +12 +0%
PJSIMP
411
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.26M -$34.3K -438 -0.6%
WWM
412
Western Wealth Management
Colorado
$5.24M -$66.7K -852 -1%
FTS
413
Fifth Third Securities
Ohio
$5.24M +$5.24M +66,957 New
SFWA
414
Summit Financial Wealth Advisors
Louisiana
$5.24M +$411K +5,247 +9%
MBT
415
Montecito Bank & Trust
California
$5.23M +$16.4K +209 +0.3%
CSM
416
CAMG Solamere Management
North Carolina
$5.22M -$53.9K -688 -1%
LIA
417
LBMC Investment Advisors
Tennessee
$5.22M +$276K +3,522 +6%
W
418
WealthStone
Ohio
$5.17M – – –
CG
419
Cynosure Group
Utah
$5.15M – – –
Franklin Resources
420
Franklin Resources
California
$5.11M +$1.06M +13,590 +26%
BRM
421
Boston Research & Management
Massachusetts
$5.08M +$221K +2,826 +5%
MAP
422
Milestone Advisory Partners
North Carolina
$5.07M +$104K +1,334 +2%
AA
423
Ancora Advisors
Ohio
$5.07M +$236K +3,010 +5%
MCG
424
MACRO Consulting Group
New Jersey
$5.04M +$45.7K +583 +0.9%
BCMO
425
Buckingham Capital Management (Ohio)
Ohio
$5.04M -$21.5K -275 -0.4%
15 16
17
18 19