IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

620 hedge funds and large institutions have $9.73B invested in iShares Core S&P Small-Cap ETF in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 288 increasing their positions, 180 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+12
Holders Change %
+1.97%
% of All Funds
16.72%
Holding in Top 10
80
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.76%
% of All Funds
2.16%
New
43
Increased
288
Reduced
180
Closed
23
Calls
$19.5M
Puts
$4.42M
Net Calls
+$15M
Net Calls Change
+$470K

Top Buyers

1
Comerica Bank
Comerica Bank
Texas
$155M
2
UBS Group
UBS Group
Switzerland
$358M
3
BG
BlackRock Group
United Kingdom
$52.4M
4
Bank of America
Bank of America
North Carolina
$694M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$223M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$55.4M
2
Goldman Sachs
Goldman Sachs
New York
$181M
3
SMM
Stadion Money Management
Georgia
$213M
4
MPWT
MassMutual Private Wealth & Trust
Connecticut
$2.43M
5
LSERS
Louisiana State Employees Retirement System
Louisiana
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
426
WFG Advisors
Texas
$465K +$221K +3,752 +91%
WWM
427
Willingdon Wealth Management
North Carolina
$464K -$31.5K -536 -6%
PIM
428
Penobscot Investment Management
Massachusetts
$462K +$27.1K +460 +6%
DSC
429
Duncker Streett & Co
Missouri
$455K +$707 +12 +0.2%
Pacer Advisors
430
Pacer Advisors
Pennsylvania
$444K +$444K +7,532 New
MCM
431
Manchester Capital Management
Vermont
$443K +$354K +6,000 +395%
MCM
432
Maple Capital Management
Vermont
$442K +$4.13K +70 +0.9%
MC
433
Moors & Cabot
Massachusetts
$441K +$354 +6 +0.1%
VIA
434
Vantage Investment Advisors
Pennsylvania
$435K -$260K -4,402 -37%
FBA
435
Front Barnett Associates
Illinois
$432K +$8.84K +150 +2%
FMW
436
Farr Miller & Washington
District of Columbia
$432K +$146K +2,474 +51%
TF
437
Tompkins Financial
New York
$430K -$5.54K -94 -1%
BRWM
438
B. Riley Wealth Management
Tennessee
$423K +$706 +12 +0.2%
MA
439
Montag & Associates
Georgia
$420K +$29.5K +500 +8%
BAC
440
Boys Arnold & Co
North Carolina
$417K +$11.8K +200 +3%
HCM
441
Harvest Capital Management
New Hampshire
$416K – – –
BCI
442
Brinker Capital Investments
Pennsylvania
$416K +$377K +6,400 +976%
TD Asset Management
443
TD Asset Management
Ontario, Canada
$415K +$18.8K +324 +5%
AllianceBernstein
444
AllianceBernstein
Tennessee
$412K +$99.4K +1,688 +32%
SIG
445
Stanford Investment Group
California
$411K – – –
CA
446
Cambridge Advisors
Nebraska
$409K +$58.7K +996 +17%
SAM
447
Summit Asset Management
Tennessee
$408K – – –
CSIC
448
Clifford Swan Investment Counsel
California
$402K +$58.1K +984 +17%
ACP
449
Aviance Capital Partners
Florida
$397K +$4.6K +78 +1%
CB
450
Chemical Bank
Michigan
$387K +$387K +6,560 New
16 17
18
19 20