IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,346 hedge funds and large institutions have $27.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 451 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+41
Holders Change %
+3.14%
% of All Funds
29.18%
Holding in Top 10
238
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.71%
% of All Funds
5.16%
New
124
Increased
645
Reduced
451
Closed
61
Calls
$177M
Puts
$13.3M
Net Calls
+$164M
Net Calls Change
+$79.9M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$261M
2
FCAS
First Command Advisory Services
Texas
+$239M
3
BlackRock
BlackRock
New York
+$235M
4
S
Schroders
United Kingdom
+$186M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$125M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$171M
2
State Street
State Street
Massachusetts
-$144M
3
HNB
Huntington National Bank
Ohio
-$137M
4
Wells Fargo
Wells Fargo
California
-$98.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
551
Armbruster Capital Management
New York
$2.92M – – –
GSWM
552
Golden State Wealth Management
California
$2.9M +$2.9M +37,599 New
TPWA
553
TRUE Private Wealth Advisors
Oregon
$2.9M -$693K -8,981 -19%
WS
554
Wela Strategies
Georgia
$2.88M -$1.69M -21,842 -37%
GSC
555
G&S Capital
Colorado
$2.88M +$2.88M +37,290 New
PSG
556
Planning Solutions Group
Maryland
$2.88M +$130K +1,687 +5%
ERSOT
557
Employees Retirement System of Texas
Texas
$2.86M -$18.2M -236,314 -86%
MIG
558
McGuire Investment Group
Rhode Island
$2.82M +$149K +1,929 +6%
BFWA
559
Benchmark Financial Wealth Advisors
Florida
$2.82M -$5.17K -67 -0.2%
BWM
560
BerganKDV Wealth Management
Minnesota
$2.81M +$402K +5,209 +17%
ST
561
Spinnaker Trust
Maine
$2.81M -$29K -376 -1%
AC
562
Alley Company
Illinois
$2.78M -$156K -2,023 -5%
RIM
563
Redwood Investment Management
Arizona
$2.74M +$2.74M +35,522 New
KFGK
564
Keystone Financial Group (Kentucky)
Kentucky
$2.74M +$172K +2,231 +7%
SAA
565
Southeast Asset Advisors
Georgia
$2.74M -$98.8K -1,281 -3%
CPA
566
Clear Perspective Advisors
Illinois
$2.73M -$102K -1,317 -4%
IWC
567
Integrated Wealth Concepts
Massachusetts
$2.72M +$1.04M +13,485 +62%
AWA
568
Arete Wealth Advisors
Illinois
$2.7M +$76.2K +988 +3%
Voloridge Investment Management
569
Voloridge Investment Management
Florida
$2.69M +$2.69M +34,875 New
CG
570
Colony Group
Massachusetts
$2.67M +$397K +5,153 +18%
TSWM
571
Triangle Securities Wealth Management
North Carolina
$2.67M +$310K +4,024 +13%
FFN
572
Focus Financial Network
Minnesota
$2.66M +$2.66M +34,543 New
SWM
573
Sequoia Wealth Management
Illinois
$2.66M +$1.89M +24,530 +246%
UBG
574
United Bank (Georgia)
Georgia
$2.65M +$144K +1,872 +6%
BCWM
575
Blue Chip Wealth Management
Florida
$2.64M -$130K -1,682 -5%
21 22
23
24 25