IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,330 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 591 increasing their positions, 509 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
29.21%
Holding in Top 10
225
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.17%
% of All Funds
4.94%
New
67
Increased
591
Reduced
509
Closed
54
Calls
$167M
Puts
$4.52M
Net Calls
+$162M
Net Calls Change
+$3.32M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$343M
2
PPFA
Provida Pension Fund Administrator
Chile
+$169M
3
Citigroup
Citigroup
New York
+$89.4M
4
HI
Horizon Investments
North Carolina
+$87.2M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$86.9M

Top Sellers

1
S
Schroders
United Kingdom
-$185M
2
Wells Fargo
Wells Fargo
California
-$158M
3
HNB
Huntington National Bank
Ohio
-$150M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEGWA
426
New England Guild Wealth Advisors
Connecticut
$4.92M +$242K +3,112 +5%
IA
427
IFG Advisors
Missouri
$4.91M +$4.91M +63,134 New
MBT
428
Montecito Bank & Trust
California
$4.89M -$309K -3,968 -6%
Franklin Resources
429
Franklin Resources
California
$4.87M -$209K -2,684 -4%
WCM
430
Windsor Capital Management
Arizona
$4.86M -$66.3K -852 -1%
CC
431
Courier Capital
New York
$4.85M +$11.3K +149 +0.2%
CWM
432
Cornerstone Wealth Management
Missouri
$4.83M -$81.8K -1,051 -2%
CPIG
433
Chicago Partners Investment Group
Illinois
$4.82M +$130K +1,648 +3%
WWM
434
Western Wealth Management
Colorado
$4.77M -$451K -5,779 -9%
SHIM
435
Stone House Investment Management
Pennsylvania
$4.75M -$485K -6,225 -9%
SC
436
Sepio Capital
Utah
$4.74M -$1.25M -16,063 -21%
AC
437
Abbrea Capital
California
$4.7M +$252K +3,235 +6%
CFGS
438
Concourse Financial Group Securities
Alabama
$4.69M -$9.73M -125,048 -67%
LIA
439
LBMC Investment Advisors
Tennessee
$4.69M -$493K -6,330 -10%
LFAS
440
Level Four Advisory Services
Texas
$4.69M -$1.64M -21,056 -26%
NSLI
441
Nan Shan Life Insurance
Taiwan
$4.67M – – –
RIG
442
Roosevelt Investment Group
New York
$4.64M +$528K +6,789 +13%
OIA
443
OneDigital Investment Advisors
Kansas
$4.63M +$3.12M +40,092 +206%
AA
444
Ancora Advisors
Ohio
$4.63M -$409K -5,258 -8%
MFM
445
Mirsky Financial Management
New York
$4.63M +$27.2K +350 +0.6%
WP
446
WealthSource Partners
California
$4.61M -$219K -2,818 -5%
MWC
447
MKD Wealth Coaches
Michigan
$4.57M +$131K +1,681 +3%
BPWA
448
Beacon Pointe Wealth Advisors
California
$4.57M +$1.08M +13,812 +31%
EA
449
Elm Advisors
California
$4.56M +$22.7K +292 +0.5%
MNBTD
450
Moody National Bank Trust Division
Texas
$4.56M – – –
16 17
18
19 20