IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
33%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.98B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$129M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.61B
5
CAM
5
Cresset Asset Management
Illinois
$285M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
2
US Bancorp
Minnesota
$516M
3
HNB
3
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
5
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$371M +$49.4M +496,028 +15%
RFC
27
Regions Financial Corp
Alabama
$351M +$3.86M +38,704 +1%
CCA
28
Catalyst Capital Advisors
New York
$299M +$9.5M +95,293 +3%
MRC
29
Millburn Ridgefield Corp
New York
$299M +$9.5M +95,293 +3%
HighTower Advisors
30
HighTower Advisors
Illinois
$290M +$29.2M +292,999 +11%
CAM
31
Cresset Asset Management
Illinois
$285M +$101M +1,018,032 +55%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$271M +$1.68M +16,813 +0.6%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$270M -$139M -1,395,220 -34%
AA
34
Alesco Advisors
New York
$246M +$3.79M +37,995 +2%
HNB
35
Huntington National Bank
Ohio
$237M -$255M – –
Osaic Holdings
36
Osaic Holdings
Arizona
$228M +$7.8M +78,204 +4%
AA
37
Acorns Advisers
California
$226M +$16.3M +163,930 +8%
UCFA
38
United Capital Financial Advisors
Texas
$222M +$14.6M +146,278 +7%
HTC
39
Haverford Trust Company
Pennsylvania
$217M +$3.36M +33,693 +2%
Members Trust
40
Members Trust
Florida
$197M +$17.2M +172,512 +10%
Mariner
41
Mariner
Kansas
$185M +$7.46M +74,843 +4%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$168M -$12.7M -126,972 -7%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$157M +$3.79M +37,993 +2%
VFA
44
Valeo Financial Advisors
Indiana
$152M +$9.37M +102,279 +7%
WANY
45
Wealthspire Advisors (New York)
New York
$152M +$4.4M +44,155 +3%
NFA
46
Nationwide Fund Advisors
Ohio
$147M -$10.1M -101,299 -6%
Creative Planning
47
Creative Planning
Kansas
$139M -$7.15M -71,780 -5%
Cerity Partners
48
Cerity Partners
New York
$136M +$10.8M +108,191 +9%
CCMG
49
Clark Capital Management Group
Pennsylvania
$129M +$129M +1,295,086 +35,530%
Charles Schwab
50
Charles Schwab
California
$128M +$21.1M +211,588 +20%
1
2
3 4 5