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 %
DCM
551
Davidson Capital Management
Texas
$6.42M +$225K +2,058 +4%
CAWM
552
Capital Advisors Wealth Management
Washington
$6.38M +$2.28M +20,863 +56%
PWM
553
Perigon Wealth Management
California
$6.35M +$31.6K +289 +0.5%
AF
554
Affiance Financial
Minnesota
$6.3M -$55.5K -508 -0.9%
MFG
555
Merit Financial Group
Georgia
$6.29M -$482K -4,415 -7%
LS
556
Liquid Strategies
Georgia
$6.24M +$812K +7,440 +15%
Brown Advisory
557
Brown Advisory
Maryland
$6.21M +$115K +1,052 +2%
PBO
558
Peoples Bank (Ohio)
Ohio
$6.2M -$158K -1,450 -2%
FCA
559
FLC Capital Advisors
California
$6.19M -$79.9K -732 -1%
PEA
560
Pacific Edge Advisors
California
$6.19M +$43.7K +400 +0.7%
JG
561
Jefferies Group
New York
$6.19M +$1.44M +13,178 +30%
CIC
562
Carnegie Investment Counsel
Ohio
$6.17M +$68K +623 +1%
LIA
563
LS Investment Advisors
Michigan
$6.16M +$89K +815 +1%
ABC
564
Associated Banc-Corp
Wisconsin
$6.13M -$107K -978 -2%
IWM
565
IHT Wealth Management
Illinois
$6.09M -$455K -4,168 -7%
CA
566
Cornerstone Advisory
Maryland
$6.06M +$729K +6,672 +14%
WA
567
Wealth Alliance
New York
$6.05M -$173K -1,585 -3%
HWA
568
Heritage Way Advisors
Illinois
$6.05M +$379K +3,470 +7%
PGFC
569
Peapack-Gladstone Financial Corp
New Jersey
$6.04M +$923K +8,454 +18%
PCA
570
Personal Capital Advisors
California
$6.03M +$282K +2,583 +5%
RDFA
571
Ritter Daniher Financial Advisory
Ohio
$6.02M -$113K -1,035 -2%
HPC
572
Hobart Private Capital
North Carolina
$5.91M +$710K +6,506 +14%
CNB
573
Camden National Bank
Maine
$5.9M +$630K +5,767 +12%
NAM
574
NTV Asset Management
West Virginia
$5.89M +$52.8K +484 +0.9%
TSA
575
Tri-Star Advisors
Texas
$5.89M -$417K -3,702 -7%
21 22
23
24 25