IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,785 hedge funds and large institutions have $47.9B invested in iShares Core S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 772 increasing their positions, 682 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+63
Holders Change %
+3.66%
% of All Funds
31.43%
Holding in Top 10
343
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+18.28%
% of All Funds
6.04%
New
147
Increased
772
Reduced
682
Closed
63
Calls
$255M
Puts
$342M
Net Calls
-$87.1M
Net Calls Change
-$227M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$475M
2
Bank of America
Bank of America
North Carolina
+$383M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
4
Morgan Stanley
Morgan Stanley
New York
+$167M
5
PPFA
Provida Pension Fund Administrator
Chile
+$162M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$689M
2
FCAS
First Command Advisory Services
Texas
-$176M
3
Citigroup
Citigroup
New York
-$150M
4
HNB
Huntington National Bank
Ohio
-$114M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
476
TD Private Client Wealth
New York
$8.33M -$833K -7,676 -9%
TCM
477
Towercrest Capital Management
Pennsylvania
$8.3M +$55.7K +513 +0.7%
CIM
478
CIM Investment Management
Pennsylvania
$8.24M -$1.49M -13,699 -15%
SMG
479
Spectrum Management Group
Indiana
$8.23M +$2.38M +21,907 +41%
JA
480
JVL Associates
Michigan
$8.14M +$59K +544 +0.7%
ACB
481
Aristotle Capital Boston
Massachusetts
$8.14M -$1.38M -12,755 -15%
PAG
482
Private Advisory Group
Washington
$8.13M +$3.98M +36,676 +96%
SFS
483
Sowell Financial Services
Arkansas
$8.13M +$1.29M +11,526 +19%
AC
484
Asio Capital
Kentucky
$8.05M +$129K +1,193 +2%
BBHBI
485
B, B, H, & B Inc
Alabama
$8M +$4.91M +45,246 +159%
SFG
486
Summit Financial Group
West Virginia
$7.97M -$142K -1,310 -2%
BA
487
Bellwether Advisors
Nebraska
$7.9M +$199K +1,838 +3%
CC
488
Courier Capital
New York
$7.87M -$12.3K -113 -0.2%
GCA
489
Greenwood Capital Associates
South Carolina
$7.84M +$72.8K +671 +0.9%
ECM
490
Evergreen Capital Management
Washington
$7.81M -$520K -4,791 -6%
BRM
491
Boston Research & Management
Massachusetts
$7.64M +$32.8K +302 +0.4%
CAC
492
Certified Advisory Corp
Florida
$7.47M +$7.47M +68,802 New
BOTW
493
Bank of the West
California
$7.45M -$47.4K -437 -0.6%
Kovitz Investment Group Partners
494
Kovitz Investment Group Partners
Illinois
$7.41M -$24.6K -227 -0.3%
OIA
495
OneDigital Investment Advisors
Kansas
$7.39M +$2.02M +18,600 +38%
NF
496
Nikulski Financial
Iowa
$7.37M +$186K +1,715 +3%
LWA
497
LWS Wealth Advisors
New Jersey
$7.34M +$109 +1 +0%
IA
498
IFS Advisors
Kansas
$7.33M +$2.08M +19,193 +40%
BC
499
Bartlett & Co
Ohio
$7.32M +$2.27M +20,887 +45%
BCWM
500
Bartlett & Co Wealth Management
Ohio
$7.32M +$2.27M +20,887 +45%
18 19
20
21 22