IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$374M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$335M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$159M
4
CAM
Cresset Asset Management
Illinois
+$110M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$76.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$738M
2
ECG
Edge Capital Group
Georgia
-$388M
3
Wells Fargo
Wells Fargo
California
-$301M
4
HNB
Huntington National Bank
Ohio
-$284M
5
BlackRock
BlackRock
New York
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBB
451
Citizens Business Bank
California
$8.79M -$267K -2,886 -3%
SDAM
452
Shulman DeMeo Asset Management
New York
$8.75M +$8.87K +96 +0.1%
MCC
453
Money Concepts Capital
Florida
$8.74M -$171K -1,831 -2%
BWA
454
BDO Wealth Advisors
Florida
$8.67M -$2.7M -29,246 -24%
PFG
455
Pacific Financial Group
Washington
$8.65M -$351K -3,803 -4%
WWM
456
Western Wealth Management
Colorado
$8.63M -$1.11M -11,994 -11%
SFP
457
Strategic Financial Partners
Oregon
$8.62M -$756K -8,181 -8%
RSWM
458
Robertson Stephens Wealth Management
California
$8.59M -$11.1M -119,725 -56%
AA
459
Ancora Advisors
Ohio
$8.58M +$55.9K +605 +0.7%
NPF
460
Norris Perne & French
Michigan
$8.58M +$326K +3,528 +4%
MFG
461
Merit Financial Group
Georgia
$8.55M +$670K +7,247 +8%
EVM
462
Evelyn V. Moreno
$8.53M -$846K -9,150 -9%
RIA
463
Regal Investment Advisors
Michigan
$8.49M -$984K -10,650 -10%
LFS
464
Legacy Financial Strategies
Kansas
$8.43M +$202K +2,191 +2%
LRWA
465
Long Run Wealth Advisors
New York
$8.36M +$216K +2,342 +3%
CG
466
CFO4Life Group
Texas
$8.3M +$5.87K +63 +0.1%
IF
467
Ironwood Financial
Arizona
$8.26M +$989K +10,706 +14%
MFC
468
Morris Financial Concepts
South Carolina
$8.24M +$539K +5,830 +7%
WSFS
469
Wilmington Savings Fund Society
Delaware
$8.22M -$1.2M -12,996 -13%
WP
470
WealthSource Partners
California
$8.2M -$11.5M -124,587 -58%
AI
471
Atria Investments
North Carolina
$8.13M -$10M -108,540 -55%
MC
472
Middleton & Co
Massachusetts
$8.11M -$354K -3,835 -4%
CI
473
CX Institutional
Indiana
$8.11M +$8.11M +87,742 New
FAM
474
Frontier Asset Management
Wyoming
$7.95M +$2.18M +23,544 +38%
BA
475
Bristlecone Advisors
Washington
$7.9M +$269K +2,907 +4%
17 18
19
20 21