IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$374M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$335M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$159M
4
CAM
Cresset Asset Management
Illinois
+$110M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$76.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$738M
2
ECG
Edge Capital Group
Georgia
-$388M
3
Wells Fargo
Wells Fargo
California
-$301M
4
HNB
Huntington National Bank
Ohio
-$284M
5
BlackRock
BlackRock
New York
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIA
501
Mountain Capital Investment Advisors
Colorado
$7.4M -$1.43M -15,248 -16%
MFA
502
Mayflower Financial Advisors
Massachusetts
$7.38M +$43.2K +467 +0.6%
EWA
503
EP Wealth Advisors
California
$7.35M -$191K -2,066 -3%
TDWM
504
Topel & Distasi Wealth Management
California
$7.34M +$271K +2,931 +4%
OWA
505
Outlook Wealth Advisors
Texas
$7.33M -$578K -6,257 -7%
TYCC
506
Texas Yale Capital Corp
Florida
$7.3M +$1.48K +16 +0%
TWM
507
TMD Wealth Management
Arizona
$7.22M +$76.6K +829 +1%
LS
508
Liquid Strategies
Georgia
$7.21M -$243K -2,630 -3%
BFM
509
Boston Financial Management
Massachusetts
$7.17M +$1.36M +14,709 +23%
CF
510
Cantor Fitzgerald
New York
$7.14M +$7.14M +77,219 New
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
$7.13M +$648K +7,008 +10%
LWA
512
Lineweaver Wealth Advisors
Ohio
$7.01M -$198K -2,138 -3%
KPWS
513
Kestra Private Wealth Services
Texas
$6.98M -$158K -1,715 -2%
RIA
514
Richwood Investment Advisors
Ohio
$6.97M +$27.8K +301 +0.4%
SWA
515
Stratos Wealth Advisors
Ohio
$6.97M -$845K -9,146 -11%
CASB
516
Cape Ann Savings Bank
Massachusetts
$6.91M +$16.8K +182 +0.2%
MAM
517
Meeder Asset Management
Ohio
$6.9M +$474K +5,132 +7%
ECM
518
Evergreen Capital Management
Washington
$6.87M -$1.06M -11,498 -13%
PPW
519
PACK Private Wealth
Minnesota
$6.85M +$372K +4,027 +6%
PCA
520
Personal Capital Advisors
California
$6.85M -$80.7M -873,204 -92%
PFS
521
Prospera Financial Services
Texas
$6.82M -$1.36M -14,746 -17%
PWAG
522
Polaris Wealth Advisory Group
California
$6.81M -$331K -3,587 -5%
T
523
TCWP
Ohio
$6.81M -$4.14M -44,778 -38%
SIA
524
Soltis Investment Advisors
Utah
$6.8M -$742K -8,029 -10%
SCM
525
Stonehearth Capital Management
Massachusetts
$6.79M +$5.25K +56 +0.1%
19 20
21
22 23