IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,722 hedge funds and large institutions have $40B invested in iShares Core S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 665 increasing their positions, 568 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
+272
Holders Change %
+18.76%
% of All Funds
30.55%
Holding in Top 10
290
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+40.1%
% of All Funds
5.15%
New
340
Increased
665
Reduced
568
Closed
42
Calls
$264M
Puts
$124M
Net Calls
+$139M
Net Calls Change
+$17.4M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$252M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$240M
4
Morgan Stanley
Morgan Stanley
New York
+$202M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$152M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$658M
2
PPFA
Provida Pension Fund Administrator
Chile
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
HNB
Huntington National Bank
Ohio
-$98.5M
5
LPL Financial
LPL Financial
California
-$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
551
WealthStone
Ohio
$4.7M -$169K -1,844 -3%
FMN
552
Financial Management Network
California
$4.69M +$4.69M +46,426 New
SCM
553
Stonehearth Capital Management
Massachusetts
$4.69M +$4.69M +50,982 New
GSC
554
G&S Capital
Colorado
$4.67M +$1.23M +13,433 +36%
CA
555
Cornerstone Advisory
Maryland
$4.66M +$166K +1,806 +4%
HWA
556
Heritage Way Advisors
Illinois
$4.65M +$961K +10,454 +26%
GWM
557
Greenwich Wealth Management
Connecticut
$4.62M -$38.9K -423 -0.8%
EIP
558
Ellis Investment Partners
Pennsylvania
$4.62M +$685K +7,453 +17%
NL
559
NWAM LLC
Washington
$4.58M +$1.27M +13,765 +38%
EA
560
Elm Advisors
California
$4.57M -$495K -5,384 -10%
WP
561
WealthShield Partners
North Carolina
$4.57M +$625K +6,799 +16%
HMC
562
Harvard Management Company
Massachusetts
$4.57M – – –
RIM
563
Redwood Investment Management
Arizona
$4.56M +$1.11M +12,060 +32%
OIA
564
OneDigital Investment Advisors
Kansas
$4.55M +$667K +7,255 +17%
MCM
565
Magnolia Capital Management
New York
$4.51M -$9.19K -100 -0.2%
CWM
566
Cornerstone Wealth Management
Missouri
$4.5M -$449K -4,889 -9%
CPC
567
Consolidated Planning Corp
Georgia
$4.47M -$22.4K -244 -0.5%
HB
568
Homrich & Berg
Georgia
$4.46M +$3.58M +38,937 +405%
VC
569
Vestor Capital
Illinois
$4.46M -$51.8K -564 -1%
IA
570
IFS Advisors
Kansas
$4.45M +$4.45M +48,385 New
SFG
571
SevenBridge Financial Group
Pennsylvania
$4.42M +$104K +1,128 +2%
FWCM
572
Ferguson Wellman Capital Management
Oregon
$4.41M -$75K -816 -2%
RTS
573
Round Table Services
New Jersey
$4.41M +$84.5K +920 +2%
SCA
574
Snowden Capital Advisors
New York
$4.4M -$1.4M -15,277 -24%
PGFC
575
Peapack-Gladstone Financial Corp
New Jersey
$4.38M +$472K +5,132 +12%
21 22
23
24 25