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 %
HF
476
Hoxton Financial
West Virginia
$102K -$23.4K -428 -19%
BWFA
477
Baltimore-Washington Financial Advisors
Maryland
$102K +$16.4K +300 +19%
TSW
478
Thompson Siegel & Walmsley
Virginia
$94K – – –
FNBSF
479
First National Bank Sioux Falls
South Dakota
$93K – – –
TCM
480
TD Capital Management
Tennessee
$87K +$6.91K +126 +9%
VCM
481
Vigilant Capital Management
Maine
$82K +$54.7K +1,000 +200%
TWA
482
TCI Wealth Advisors
Arizona
$81K +$52.9K +972 +188%
MCM
483
Manchester Capital Management
Vermont
$79K +$2.06K +38 +3%
SFSIG
484
San Francisco Sentry Investment Group
California
$69K +$69K +1,260 New
CFA
485
Carroll Financial Associates
North Carolina
$65K – – –
RFA
486
Reilly Financial Advisors
California
$62K +$25K +458 +67%
PAS
487
Partnervest Advisory Services
California
$61K +$45.3K +828 +288%
AA
488
Apriem Advisors
California
$61K +$48.8K +900 +402%
BAM
489
Barrett Asset Management
New York
$60K – – –
ASN
490
Advisory Services Network
Georgia
$57K -$1.26M -23,120 -96%
MBT
491
Monroe Bank & Trust
Michigan
$55K -$14.3K -260 -21%
PSUF
492
People's United Financial
Connecticut
$52K – – –
S
493
SignatureFD
Georgia
$49K +$5.48K +100 +13%
FMB
494
Field & Main Bank
Kentucky
$49K +$49K +900 New
WEC
495
Winslow Evans & Crocker
Massachusetts
$48K +$48K +884 New
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$44K – – –
GGPS
497
Gary Goldberg Planning Services
New York
$39K – – –
GI
498
Gradient Investments
Minnesota
$38K – – –
PIM
499
Parasol Investment Management
Illinois
$33K +$33K +600 New
CFN
500
Cordasco Financial Network
Florida
$33K +$33K +600 New
18 19
20
21 22