IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

623 hedge funds and large institutions have $9B invested in iShares Core S&P Small-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 278 increasing their positions, 192 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.41%
Holding in Top 10
80
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.24%
New
42
Increased
278
Reduced
192
Closed
35
Calls
$20.1M
Puts
$16M
Net Calls
+$4.07M
Net Calls Change
-$11M

Top Buyers

1
HI
Horizon Investments
North Carolina
$59.4M
2
LPL Financial
LPL Financial
California
$193M
3
UBS Group
UBS Group
Switzerland
$379M
4
Wells Fargo
Wells Fargo
California
$1.85B
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$191M

Top Sellers

1
Comerica Bank
Comerica Bank
Texas
$76.5M
2
HNB
Huntington National Bank
Ohio
$50.7M
3
Morgan Stanley
Morgan Stanley
New York
$390M
4
State Street
State Street
Massachusetts
$18.1M
5
Goldman Sachs
Goldman Sachs
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTB
426
Pioneer Trust Bank
Oregon
$449K – – –
HCM
427
Howland Capital Management
Massachusetts
$449K – – –
PWS
428
Peloton Wealth Strategists
Indiana
$449K +$3.73K +70 +0.8%
Verition Fund Management
429
Verition Fund Management
Connecticut
$444K +$444K +8,330 New
FBA
430
Front Barnett Associates
Illinois
$439K +$48K +900 +12%
CCT
431
Capital City Trust
Florida
$438K – – –
RMCM
432
Reynders McVeigh Capital Management
Massachusetts
$437K +$437K +8,210 New
TD Asset Management
433
TD Asset Management
Ontario, Canada
$436K +$21.2K +364 +5%
HCMT
434
Highland Capital Management (Tennessee)
Tennessee
$432K – – –
BSW
435
Buckingham Strategic Wealth
Missouri
$429K -$188K -3,528 -30%
BCM
436
BTC Capital Management
Iowa
$429K – – –
PIM
437
Penobscot Investment Management
Massachusetts
$429K +$11.7K +220 +3%
MCM
438
Maple Capital Management
Vermont
$428K +$28.6K +538 +7%
AWM
439
Affinity Wealth Management
Delaware
$423K -$2.03K -38 -0.5%
SCA
440
Salient Capital Advisors
Texas
$420K -$33.7K -632 -7%
BAS
441
Brown Advisory Securities
Maryland
$419K -$10.7K -200 -2%
AW
442
ACG Wealth
Georgia
$417K -$25K -468 -6%
ACM
443
Aviance Capital Management
Florida
$417K +$417K +7,818 New
HCM
444
Harvest Capital Management
New Hampshire
$416K – – –
FMW
445
Farr Miller & Washington
District of Columbia
$415K +$24.8K +466 +6%
DSC
446
Duncker Streett & Co
Missouri
$412K +$533 +10 +0.1%
CSIC
447
Clifford Swan Investment Counsel
California
$409K +$46.3K +870 +13%
MCM
448
Manchester Capital Management
Vermont
$401K – – –
SC
449
Scotia Capital
Ontario, Canada
$400K +$122K +2,280 +44%
BAC
450
Boys Arnold & Co
North Carolina
$398K +$21.3K +400 +6%
16 17
18
19 20