IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,052 hedge funds and large institutions have $50.2B invested in iShares Core S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 971 increasing their positions, 735 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+11
Holders Change %
+0.54%
% of All Funds
32.47%
Holding in Top 10
351
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.57%
% of All Funds
5.55%
New
140
Increased
971
Reduced
735
Closed
103
Calls
$65.5M
Puts
$101M
Net Calls
-$35.7M
Net Calls Change
+$233M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$228M
2
US Bancorp
US Bancorp
Minnesota
+$177M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$120M
4
HI
Horizon Investments
North Carolina
+$114M
5
Bank of America
Bank of America
North Carolina
+$109M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$375M
2
HNB
Huntington National Bank
Ohio
-$278M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$172M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
5
Charles Schwab
Charles Schwab
California
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
451
Pinnacle Wealth Planning Services
Ohio
$10.5M +$8.61M +79,822 +460%
TWP
452
TFO Wealth Partners
Ohio
$10.5M +$324 +3 +0%
SFO
453
Stokes Family Office
Louisiana
$10.5M -$3M -27,849 -22%
STA
454
Summit Trail Advisors
New York
$10.4M +$9.45M +87,617 +968%
HI
455
Human Investing
Oregon
$10.4M -$78.9K -731 -0.8%
HWM
456
HB Wealth Management
Georgia
$10.3M +$4.87M +45,144 +89%
HSA
457
HBK Sorce Advisory
Pennsylvania
$10.3M -$539K -5,000 -5%
MCC
458
Money Concepts Capital
Florida
$10.3M -$33M -305,490 -76%
BRWA
459
B. Riley Wealth Advisors
Florida
$10.3M -$2.63M -24,342 -20%
KWP
460
Keystone Wealth Partners
Arizona
$10.3M +$875K +8,114 +9%
HPWM
461
Highland Private Wealth Management
Washington
$10.3M +$523K +4,852 +5%
LIA
462
LBMC Investment Advisors
Tennessee
$10.2M -$158K -1,461 -2%
SDAM
463
Shulman DeMeo Asset Management
New York
$10.2M +$155K +1,435 +2%
OFG
464
Omega Financial Group
California
$10.2M +$1.1M +10,243 +12%
AWM
465
Aries Wealth Management
Maine
$10.2M +$9.91M +91,826 +3,414%
LSERS
466
Louisiana State Employees Retirement System
Louisiana
$10.1M -$387K -3,600 -4%
AA
467
Ancora Advisors
Ohio
$9.95M -$105K -969 -1%
SFA
468
Sequoia Financial Advisors
Ohio
$9.94M +$1.54M +14,284 +18%
CAC
469
Certified Advisory Corp
Florida
$9.94M +$2.95M +27,364 +42%
AC
470
Asio Capital
Kentucky
$9.93M +$952K +8,828 +11%
MC
471
Middleton & Co
Massachusetts
$9.88M +$14K +130 +0.1%
PPA
472
Parametric Portfolio Associates
Washington
$9.83M -$3.63M -33,687 -27%
CIC
473
Cornercap Investment Counsel
Georgia
$9.76M +$9.76M +90,446 New
MCIA
474
Mountain Capital Investment Advisors
Colorado
$9.74M +$7.95M +76,767 +445%
BFO
475
Boston Family Office
Massachusetts
$9.68M -$1.65M -15,264 -15%
17 18
19
20 21