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 %
MFG
526
Merit Financial Group
Georgia
$6.73M +$2.58M +23,730 +62%
PWA
527
Physician Wealth Advisors
Utah
$6.71M -$168K -1,517 -2%
EIP
528
Ellis Investment Partners
Pennsylvania
$6.7M +$1.25M +11,497 +23%
CCM
529
Canal Capital Management
Virginia
$6.61M -$2.76M -25,441 -29%
CIC
530
Cornercap Investment Counsel
Georgia
$6.57M -$57.8K -533 -0.9%
FCA
531
FLC Capital Advisors
California
$6.53M +$681K +6,274 +12%
PCA
532
Personal Capital Advisors
California
$6.53M +$200K +1,842 +3%
HA
533
HYA Advisors
Missouri
$6.49M +$125K +1,152 +2%
GWM
534
Greenwich Wealth Management
Connecticut
$6.47M +$1.01M +9,301 +18%
PBO
535
Peoples Bank (Ohio)
Ohio
$6.45M -$224K -2,063 -3%
AF
536
Affiance Financial
Minnesota
$6.43M -$451K -4,157 -7%
FG
537
Fiduciary Group
Georgia
$6.41M +$27.4K +248 +0.4%
TWM
538
TMD Wealth Management
Arizona
$6.39M -$712K -6,561 -10%
WIA
539
World Investment Advisors
California
$6.38M -$438K -4,018 -6%
TWM
540
Tradition Wealth Management
Minnesota
$6.33M +$2.33M +21,423 +58%
FHA
541
Flagship Harbor Advisors
Massachusetts
$6.32M -$279K -2,567 -4%
SWA
542
Stratos Wealth Advisors
Ohio
$6.31M -$128K -1,179 -2%
JIP
543
Jaffetilchin Investment Partners
Florida
$6.29M +$3.15M +29,016 +100%
MFM
544
Mirsky Financial Management
New York
$6.26M -$119K -1,098 -2%
BNP Paribas Financial Markets
545
BNP Paribas Financial Markets
France
$6.25M +$6.25M +57,627 New
IAN
546
Integrated Advisors Network
Texas
$6.25M +$3.77M +34,713 +152%
IF
547
Intrua Financial
Texas
$6.25M +$6.25M +55,873 New
CWC
548
Carolinas Wealth Consulting
North Carolina
$6.24M +$497K +4,583 +9%
AWC
549
Abundance Wealth Counselors
Pennsylvania
$6.24M -$15.1M -139,520 -71%
PEA
550
Pacific Edge Advisors
California
$6.21M -$220K -2,030 -3%
20 21
22
23 24