IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
2
Bank of America
Bank of America
North Carolina
+$83.2M
3
Bessemer Group
Bessemer Group
New Jersey
+$76.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$71.8M
5
Goldman Sachs
Goldman Sachs
New York
+$67.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.09B
2
HNB
Huntington National Bank
Ohio
-$113M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$35.2M
4
LPL Financial
LPL Financial
California
-$30M
5
CGI
Cougar Global Investments
Ontario, Canada
-$17.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSA
426
Robertson Stephens Advisors
California
$2.03M -$110K -1,564 -5%
OCM
427
One Capital Management
California
$1.95M +$646K +9,223 +49%
TFF
428
The Family Firm
Maryland
$1.95M -$252K -3,589 -11%
RW
429
Rand Wealth
Maryland
$1.93M +$160K +2,283 +9%
AIP
430
Ameritas Investment Partners
Nebraska
$1.93M +$68K +970 +4%
DC
431
Davenport & Co
Virginia
$1.93M +$110K +1,562 +6%
CA
432
Continuum Advisory
Idaho
$1.91M +$81K +1,155 +4%
Chevy Chase Trust
433
Chevy Chase Trust
Maryland
$1.91M -$1.4K -20 -0.1%
CHJWM
434
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.89M +$88.7K +1,265 +5%
Invesco
435
Invesco
Georgia
$1.89M +$250K +3,570 +15%
NPT
436
Nixon Peabody Trust
Massachusetts
$1.89M +$108K +1,535 +6%
MCWS
437
McKinley Carter Wealth Services
West Virginia
$1.88M +$259K +3,701 +16%
AA
438
Ancora Advisors
Ohio
$1.87M +$642K +9,153 +52%
CL
439
Choreo LLC
Illinois
$1.87M -$106K -1,513 -5%
Koshinski Asset Management
440
Koshinski Asset Management
Illinois
$1.86M -$58.3K -832 -3%
PWM
441
Perigon Wealth Management
California
$1.82M -$589K -8,404 -24%
TCOT
442
Trust Company of Toledo
Ohio
$1.79M – – –
ZIM
443
Zacks Investment Management
Illinois
$1.79M +$499K +7,121 +39%
UBG
444
United Bank (Georgia)
Georgia
$1.77M +$63.1K +900 +4%
BIM
445
Baldwin Investment Management
Pennsylvania
$1.77M -$23.8K -340 -1%
CA
446
Cambridge Advisors
Nebraska
$1.76M – – –
GEA
447
Glen Eagle Advisors
New Jersey
$1.73M +$96.8K +1,380 +6%
CT
448
Cambridge Trust
Massachusetts
$1.69M -$24.2K -345 -1%
PCMK
449
Paragon Capital Management (Kansas)
Kansas
$1.68M -$70.1K -1,000 -4%
CF
450
Corrigan Financial
Rhode Island
$1.68M +$24.6K +351 +1%
16 17
18
19 20