IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,127 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 868 increasing their positions, 789 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+184
Holders Change %
+9.47%
% of All Funds
34.32%
Holding in Top 10
350
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.11%
% of All Funds
5.65%
New
283
Increased
868
Reduced
789
Closed
58
Calls
$24.7M
Puts
$7.81M
Net Calls
+$16.9M
Net Calls Change
+$11.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$1.45B
2
CCMG
Clark Capital Management Group
Pennsylvania
+$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79M
4
US Bancorp
US Bancorp
Minnesota
+$62.5M
5
Creative Planning
Creative Planning
Kansas
+$62M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$310M
2
HNB
Huntington National Bank
Ohio
-$228M
3
Goldman Sachs
Goldman Sachs
New York
-$183M
4
CWA
CM Wealth Advisors
Ohio
-$146M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
401
StoneX Group
New York
$11.1M +$1.06M +11,151 +10%
OPWM
402
Oakwell Private Wealth Management
Texas
$11.1M +$814K +8,603 +8%
DAS
403
Dynamic Advisor Solutions
Arizona
$11.1M +$312K +3,296 +3%
WT
404
Washington Trust
Rhode Island
$11.1M +$2.65M +28,010 +31%
JWBC
405
John W. Brooker & Co
California
$11.1M -$10.8K -114 -0.1%
CA
406
Centerpoint Advisors
Massachusetts
$11.1M -$1.21M -12,763 -10%
CSPAM
407
Cary Street Partners Asset Management
Virginia
$11M +$11M +116,054 New
FF
408
Francis Financial
$11M +$112K +1,185 +1%
HF
409
HRT Financial
New York
$11M +$11M +115,797 New
NCM
410
Neumann Capital Management
California
$11M -$6.81K -72 -0.1%
BWM
411
Bulltick Wealth Management
Florida
$10.9M +$10.9M +115,670 New
BHIA
412
Birch Hill Investment Advisors
Massachusetts
$10.9M -$75K -792 -0.7%
SFWA
413
Summit Financial Wealth Advisors
Louisiana
$10.9M -$119K -1,258 -1%
CPG
414
Cornerstone Planning Group
New Jersey
$10.9M +$10.9M +110,254 New
MIC
415
Means Investment Company
Maine
$10.9M +$102K +1,083 +1%
KPWS
416
Kestra Private Wealth Services
Texas
$10.8M +$2.93M +30,975 +37%
RIA
417
Regal Investment Advisors
Michigan
$10.8M +$173K +1,823 +2%
GIA
418
Gladstone Institutional Advisory
Florida
$10.8M -$449K -4,739 -4%
PFM
419
Phillips Financial Management
Indiana
$10.8M -$1.74M -18,357 -14%
MWM
420
MTC Wealth Management
Florida
$10.8M +$14.7K +155 +0.1%
VCP
421
Verus Capital Partners
Arizona
$10.8M -$82.3K -870 -0.8%
JC
422
JB Capital
Connecticut
$10.7M -$4.25M -44,858 -28%
BFWA
423
Benchmark Financial Wealth Advisors
Florida
$10.7M -$849K -8,966 -7%
FM
424
Family Management
New York
$10.7M +$9.34M +98,725 +711%
C
425
Certuity
Florida
$10.7M -$32.5K -343 -0.3%
15 16
17
18 19