IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,436 hedge funds and large institutions have $27.8B invested in iShares Core S&P Small-Cap ETF in 2020 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 547 increasing their positions, 627 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+56
Holders Change %
+4.06%
% of All Funds
29.52%
Holding in Top 10
209
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.5%
% of All Funds
4.3%
New
153
Increased
547
Reduced
627
Closed
87
Calls
$120M
Puts
$30.8M
Net Calls
+$89M
Net Calls Change
+$91.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$609M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$240M
4
BlackRock
BlackRock
New York
+$192M
5
Citigroup
Citigroup
New York
+$122M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$193M
2
HNB
Huntington National Bank
Ohio
-$98.6M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$91.6M
4
Bank of America
Bank of America
North Carolina
-$68.6M
5
USAA
United Services Automobile Association
Texas
-$66.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
451
Ancora Advisors
Ohio
$4.32M +$224K +3,284 +5%
Wealth Enhancement Advisory Services
452
Wealth Enhancement Advisory Services
Minnesota
$4.32M -$2.04M -28,788 -32%
TIM
453
Tortoise Investment Management
New York
$4.3M -$528K -7,732 -11%
W
454
WealthStone
Ohio
$4.29M -$29.5M -432,173 -87%
OCPWS
455
One Charles Private Wealth Services
Massachusetts
$4.26M +$4.26M +62,444 New
FFW
456
Fusion Family Wealth
New York
$4.26M +$2.11M +30,838 +98%
NL
457
NWAM LLC
Washington
$4.25M +$1.56M +22,869 +58%
WCM
458
Windsor Capital Management
Arizona
$4.23M +$142K +2,078 +3%
MBT
459
Montecito Bank & Trust
California
$4.23M +$15.8K +231 +0.4%
CS
460
Credit Suisse
Switzerland
$4.23M +$3.47M +50,798 +460%
SHJ
461
Sharkey, Howes & Javer
Colorado
$4.19M +$4.19M +61,372 New
LFAS
462
Level Four Advisory Services
Texas
$4.16M -$228K -3,343 -5%
SFS
463
Sowell Financial Services
Arkansas
$4.16M -$321K -4,707 -7%
PA
464
PSI Advisors
Florida
$4.14M -$154K -2,252 -4%
BRWA
465
B. Riley Wealth Advisors
Florida
$4.13M +$2.88M +42,168 +230%
ABC
466
Associated Banc-Corp
Wisconsin
$4.13M -$412K -6,034 -9%
SIA
467
Starfire Investment Advisers
Michigan
$4.12M +$25.7K +376 +0.6%
BA
468
Ballew Advisors
Mississippi
$4.11M +$377K +5,639 +10%
RIA
469
Realta Investment Advisors
Delaware
$4.1M -$73.1K -1,070 -2%
KPWG
470
KFA Private Wealth Group
Virginia
$4.07M -$2.57M -37,683 -39%
SIA
471
Soltis Investment Advisors
Utah
$4.05M -$661K -9,685 -14%
PBO
472
Peoples Bank (Ohio)
Ohio
$4.04M +$87.6K +1,282 +2%
MFM
473
Mirsky Financial Management
New York
$4.03M -$494K -7,238 -11%
GLA
474
Good Life Advisors
Pennsylvania
$4.03M -$251K -3,680 -6%
AC
475
Asio Capital
Kentucky
$4M +$2.66M +38,995 +199%
17 18
19
20 21