IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

527 hedge funds and large institutions have $8.4B invested in iShares Core S&P Small-Cap ETF in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
+75
Holders Change %
+16.59%
% of All Funds
15.31%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
2.09%
New
94
Increased
205
Reduced
167
Closed
14
Calls
$78.8M
Puts
$179M
Net Calls
-$99.7M
Net Calls Change
+$23.2M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$252M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$191M
3
Citigroup
3
Citigroup
New York
$49.1M
4
State Street
4
State Street
Massachusetts
$230M
5
HTC
5
Haverford Trust Company
Pennsylvania
$43.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$436M
2
HNB
2
Huntington National Bank
Ohio
$22.4M
3
SMM
3
Stadion Money Management
Georgia
$252M
4
PFG
4
Pacific Financial Group
Washington
$3.23M
5
Bessemer Group
5
Bessemer Group
New Jersey
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$49.8M +$12.4M +227,180 +33%
Citigroup
27
Citigroup
New York
$49.1M +$46.9M +858,944 +2,093%
Comerica Bank
28
Comerica Bank
Texas
$47.4M -$7.09M -129,874 -13%
Invesco
29
Invesco
Georgia
$46.1M +$1.25M +23,000 +3%
HTC
30
Haverford Trust Company
Pennsylvania
$43.9M +$43.9M +804,106 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$40.7M +$5.76M +105,522 +16%
Principal Financial Group
32
Principal Financial Group
Iowa
$39.7M +$808K +14,790 +2%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$38M -$392K -7,176 -1%
DWM
34
Destination Wealth Management
California
$37.9M -$1.18M -21,558 -3%
Lazard Asset Management
35
Lazard Asset Management
New York
$35.7M -$473K -8,664 -1%
GHA
36
GW Henssler & Associates
Georgia
$35.3M +$273K +5,006 +0.8%
NG
37
NatWest Group
United Kingdom
$35.1M -$2.22M -40,758 -6%
MA
38
MUFG Americas
New York
$34.9M -$282K -5,164 -0.8%
Prudential Financial
39
Prudential Financial
New Jersey
$33.9M +$2.7M +49,400 +9%
WF
40
WealthTrust Fairport
Ohio
$32.3M +$540K +9,892 +2%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$29.9M +$2.56M +46,944 +9%
CI
42
Conning Inc
Connecticut
$28.9M – – –
KWILP
43
Kiwi Wealth Investments Limited Partnership
New Zealand
$28.7M +$653K +11,966 +2%
BIM
44
BlackRock Investment Management
Delaware
$28.6M +$1.03M +18,956 +4%
TAT
45
TD Ameritrade Trust
Colorado
$27.6M +$1.33M +24,402 +5%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$27.4M +$5.24M +96,000 +24%
BFA
47
BlackRock Fund Advisors
California
$27.2M +$2.24M +40,976 +9%
MS
48
Madison Scottsdale
Arizona
$25.6M +$1.16M +21,230 +5%
BSB
49
Bangor Savings Bank
Maine
$25.4M +$179K +3,282 +0.7%
BP
50
Ballentine Partners
Massachusetts
$24.8M -$701K -12,842 -3%
1
2
3 4 5