iShares Core S&P Small-Cap ETF
IJR
1,727 hedge funds and large institutions have $40B invested in iShares Core S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 342 funds opening new positions, 667 increasing their positions, 569 reducing their positions, and 42 closing their positions.
714% more first-time investments, than exits
New positions opened: 342 | Existing positions closed: 42
112% more call options, than puts
Call options by funds: $264M | Put options by funds: $124M
40% more funds holding in top 10
Funds holding in top 10: 208 → 291 (+83)
37% more capital invested
Capital invested by funds: $29.1B → $40B (+$10.9B)
19% more funds holding
Funds holding: 1,453 → 1,727 (+274)
17% more repeat investments, than reductions
Existing positions increased: 667 | Existing positions reduced: 569
0.86% more ownership
Funds ownership: 69.98% → 70.84% (+0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$285M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$226M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$214M |
| 4 |
Morgan Stanley
New York
|
+$181M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$588M |
| 2 |
BlackRock
New York
|
-$138M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$125M |
| 4 |
LPL Financial
San Diego,
California
|
-$62.5M |
| 5 |
PAS
Park Avenue Securities
New York
|
-$43.4M |
IJR Hedge Fund Activity: Q4 2020 in Review
1,727 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2020, worth a combined $40B — up 37% from $29.1B a quarter earlier.
Buyers outnumbered sellers: 342 funds opened new IJR positions and 42 closed out — a net gain of 300 holders — while 667 added to existing stakes and 569 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $285M. The largest seller was UBS Group, cutting an estimated $588M.
- 1,727 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2020, up from 1,453 in Q3 2020.
- Funds reported $40B of iShares Core S&P Small-Cap ETF stock for Q4 2020, up 37% quarter-over-quarter.
- 342 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2020 and 42 closed out, a net change of +300 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2020 was Osaic Holdings, an estimated $285M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2020 was UBS Group, an estimated $588M sold.
Based on aggregated 13F filings for Q4 2020.