IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,804 hedge funds and large institutions have $47.2B invested in iShares Core S&P Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 884 increasing their positions, 582 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
-5
Holders Change %
-0.28%
% of All Funds
31.68%
Holding in Top 10
299
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-8.28%
% of All Funds
5.25%
New
92
Increased
884
Reduced
582
Closed
67
Calls
$90.3M
Puts
$178M
Net Calls
-$87.9M
Net Calls Change
-$258M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$413M
2
PPFA
Provida Pension Fund Administrator
Chile
+$367M
3
NFA
Nationwide Fund Advisors
Ohio
+$244M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$115M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$98.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$892M
2
TF
Trek Financial
Arizona
-$152M
3
RJA
Raymond James & Associates
Florida
-$132M
4
AI
Atria Investments
North Carolina
-$126M
5
VWM
Venturi Wealth Management
Texas
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERSOT
526
Employees Retirement System of Texas
Texas
$7.05M +$2.73M +25,000 +63%
MG
527
Mather Group
Illinois
$7.05M -$1.77M -16,206 -20%
1832 Asset Management
528
1832 Asset Management
Ontario, Canada
$7.03M +$1.01M +11,390 +17%
PWA
529
Physician Wealth Advisors
Utah
$7.03M +$160K +1,427 +2%
TIM
530
Tortoise Investment Management
New York
$6.98M -$29.5K -270 -0.4%
SHIM
531
Stone House Investment Management
Pennsylvania
$6.95M – – –
CIC
532
Chilton Investment Company
Connecticut
$6.95M +$6.95M +63,615 New
GLA
533
Good Life Advisors
Pennsylvania
$6.94M +$1.85M +16,979 +36%
EIA
534
Edgemoor Investment Advisors
Maryland
$6.88M -$4.58M -41,927 -40%
MWM
535
Merriman Wealth Management
Washington
$6.8M +$6.51M +59,606 +2,235%
BFM
536
Boston Financial Management
Massachusetts
$6.79M -$184K -1,689 -3%
SAM
537
Smithbridge Asset Management
Pennsylvania
$6.78M -$1.98M -18,130 -23%
FCA
538
FinTrust Capital Advisors
South Carolina
$6.77M +$940K +8,609 +16%
PFM
539
Peak Financial Management
Massachusetts
$6.73M +$118K +1,078 +2%
WIA
540
World Investment Advisors
California
$6.68M +$29.4K +269 +0.4%
EFL
541
ERn Financial LLC
Wisconsin
$6.68M +$739K +6,769 +12%
IA
542
IFG Advisory
Georgia
$6.66M +$243K +2,229 +4%
FBT
543
First Bank & Trust
South Dakota
$6.66M +$6.66M +60,988 New
Cerity Partners
544
Cerity Partners
New York
$6.63M +$2.11M +19,314 +47%
PA
545
PSI Advisors
Florida
$6.63M +$239K +2,190 +4%
SWA
546
SOA Wealth Advisors
New York
$6.61M +$66.5K +609 +1%
FHA
547
Flagship Harbor Advisors
Massachusetts
$6.59M – – –
CAC
548
Certified Advisory Corp
Florida
$6.58M -$844K -7,731 -11%
DE
549
Day & Ennis
Georgia
$6.45M +$101K +924 +2%
PAG
550
Private Advisory Group
Washington
$6.43M -$4.44M -40,663 -41%
20 21
22
23 24