IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

868 hedge funds and large institutions have $15.6B invested in iShares Core S&P Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 381 increasing their positions, 218 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+119
Holders Change %
+15.89%
% of All Funds
21.73%
Holding in Top 10
162
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+48.62%
% of All Funds
4.06%
New
159
Increased
381
Reduced
218
Closed
30
Calls
$38M
Puts
$28M
Net Calls
+$10M
Net Calls Change
-$11.4M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$416M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$197M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$150M
4
Bank of America
Bank of America
North Carolina
+$143M
5
Morgan Stanley
Morgan Stanley
New York
+$142M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$149M
2
RIG
RiverFront Investment Group
Virginia
-$48.1M
3
VA
Valmark Advisers
Ohio
-$41.1M
4
SMM
Stadion Money Management
Georgia
-$35.6M
5
TC
Telemus Capital
Michigan
-$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
551
Lowe Brockenbrough & Co
Virginia
$754K – – –
APP
552
Avantax Planning Partners
Iowa
$746K +$746K +10,846 New
PCFFS
553
Pacific Center for Financial Services
California
$736K +$736K +10,708 New
TIA
554
Tiemann Investment Advisors
California
$730K -$1.38K -20 -0.2%
MIC
555
Meridian Investment Counsel
California
$730K – – –
CCT
556
Capital City Trust
Florida
$723K – – –
IPC
557
Independent Portfolio Consultants
Florida
$708K -$504K -7,330 -42%
AA
558
Ancora Advisors
Ohio
$702K +$702K +10,206 New
CFA
559
Cahill Financial Advisors
Minnesota
$700K +$24.1K +350 +4%
ZIM
560
Zacks Investment Management
Illinois
$683K +$683K +9,932 New
AssetMark Inc
561
AssetMark Inc
California
$681K -$55K -800 -7%
DSC
562
Duncker Streett & Co
Missouri
$676K +$149K +2,174 +28%
BSW
563
Buckingham Strategic Wealth
Missouri
$675K +$94.7K +1,378 +16%
TD Asset Management
564
TD Asset Management
Ontario, Canada
$672K +$245K +4,210 +57%
SSWM
565
Smith Salley Wealth Management
North Carolina
$670K +$92.2K +1,340 +16%
M
566
MOTCO
Texas
$665K +$7.43K +108 +1%
CLOS
567
Compagnie Lombard Odier SCmA
Switzerland
$661K -$179K -2,600 -21%
FMW
568
Farr Miller & Washington
District of Columbia
$656K +$23.4K +340 +4%
MPM
569
Meritage Portfolio Management
Kansas
$650K -$11.1K -162 -2%
ANB
570
Amarillo National Bank
Texas
$647K -$2.48K -36 -0.4%
CFA
571
CT Financial Advisors
Pennsylvania
$646K +$27K +392 +4%
EWA
572
Exencial Wealth Advisors
Oklahoma
$643K +$1.92K +28 +0.3%
PWW
573
Pettyjohn Wood & White
Virginia
$641K +$27.2K +396 +4%
SNT
574
Security National Trust
West Virginia
$640K +$17.2K +250 +3%
KPAG
575
KLS Professional Advisors Group
New York
$635K -$151K -2,192 -19%
21 22
23
24 25