IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$245M
2
Wells Fargo
2
Wells Fargo
California
$2.46B
3
Bank of America
3
Bank of America
North Carolina
$4.16B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$129M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.29B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$200M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.86B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$320M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$320M -$293M -2,592,464 -48%
CAM
27
Cresset Asset Management
Illinois
$318M -$1.14M -10,072 -0.4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$305M +$11.7M +103,219 +4%
State Street
29
State Street
Massachusetts
$286M -$53.2M -470,831 -16%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$281M +$3.97M +35,147 +1%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$277M +$8.96M +79,299 +3%
HNB
32
Huntington National Bank
Ohio
$245M +$245M +11,589 New
HighTower Advisors
33
HighTower Advisors
Illinois
$242M -$14.3M -126,948 -6%
AA
34
Alesco Advisors
New York
$226M -$8.98M -79,477 -4%
HTC
35
Haverford Trust Company
Pennsylvania
$226M -$12.5M -110,646 -5%
PPFA
36
Provida Pension Fund Administrator
Chile
$200M -$1.37B -3,187,249 -87%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$189M +$6.12M +54,132 +3%
Charles Schwab
38
Charles Schwab
California
$184M -$6.62M -58,620 -3%
Members Trust
39
Members Trust
Florida
$173M +$8.34M +73,845 +5%
AA
40
Acorns Advisers
California
$168M +$12.3M +108,467 +8%
TF
41
Trek Financial
Arizona
$167M +$31.3M +276,915 +23%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$162M – – –
AI
43
Atria Investments
North Carolina
$157M +$20M +177,297 +15%
CCA
44
Catalyst Capital Advisors
New York
$150M +$14.8M +131,280 +11%
MRC
45
Millburn Ridgefield Corp
New York
$150M +$14.8M +131,280 +11%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$149M -$167K -1,476 -0.1%
Stifel Financial
47
Stifel Financial
Missouri
$139M +$9.12M +80,720 +7%
WANY
48
Wealthspire Advisors (New York)
New York
$139M +$4.25M +37,604 +3%
MML Investors Services
49
MML Investors Services
Massachusetts
$135M +$18.4M +162,551 +16%
UCFA
50
United Capital Financial Advisors
Texas
$134M +$16M +141,343 +13%
1
2
3 4 5