IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,041 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,018 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+237
Holders Change %
+13.14%
% of All Funds
31.52%
Holding in Top 10
349
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.72%
% of All Funds
5.39%
New
330
Increased
1,018
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$428M
2
Bank of America
Bank of America
North Carolina
+$193M
3
Truist Financial
Truist Financial
North Carolina
+$175M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$171M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$370M
2
Morgan Stanley
Morgan Stanley
New York
-$307M
3
HNB
Huntington National Bank
Ohio
-$249M
4
Barclays
Barclays
United Kingdom
-$125M
5
State Street
State Street
Massachusetts
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
551
ERn Financial LLC
Wisconsin
$7.51M +$511K +4,463 +7%
FNBT
552
FineMark National Bank & Trust
Florida
$7.51M -$251K -2,190 -3%
FCA
553
FinTrust Capital Advisors
South Carolina
$7.46M +$358K +3,128 +5%
LS
554
Liquid Strategies
Georgia
$7.44M +$916K +8,028 +14%
FHA
555
Flagship Harbor Advisors
Massachusetts
$7.43M +$751K +6,555 +11%
SHIM
556
Stone House Investment Management
Pennsylvania
$7.42M +$375K +3,278 +5%
CAC
557
Certified Advisory Corp
Florida
$7.41M +$512K +4,471 +7%
PAG
558
Private Advisory Group
Washington
$7.39M +$655K +5,719 +10%
SWM
559
Shelton Wealth Management
Texas
$7.38M +$7.38M +64,474 New
1832 Asset Management
560
1832 Asset Management
Ontario, Canada
$7.36M +$143K +1,580 +2%
CSIC
561
Clifford Swan Investment Counsel
California
$7.36M +$26.1K +228 +0.4%
MG
562
Mather Group
Illinois
$7.36M -$32.4K -283 -0.4%
CCM
563
Canal Capital Management
Virginia
$7.33M +$2.17M +18,981 +42%
HWA
564
Heritage Way Advisors
Illinois
$7.3M +$957K +8,360 +15%
CIC
565
Chilton Investment Company
Connecticut
$7.28M -$5.84K -51 -0.1%
CFA
566
Carroll Financial Associates
North Carolina
$7.24M -$4.73M -41,110 -40%
PWA
567
Physician Wealth Advisors
Utah
$7.19M +$87.8K +776 +1%
Barclays
568
Barclays
United Kingdom
$7.18M -$125M -1,096,061 -95%
LIA
569
LS Investment Advisors
Michigan
$7.16M +$696K +6,076 +11%
MF
570
Meridian Financial
Massachusetts
$7.13M +$7.13M +62,296 New
SF
571
Synovus Financial
Georgia
$7.12M -$1.54M -13,489 -18%
BFM
572
Boston Financial Management
Massachusetts
$7.1M -$21.4K -187 -0.3%
PA
573
PSI Advisors
Florida
$7.08M +$64.6K +559 +0.9%
SAM
574
Smithbridge Asset Management
Pennsylvania
$7.07M -$33.1K -289 -0.5%
CIC
575
Carnegie Investment Counsel
Ohio
$7.04M +$572K +4,991 +9%
21 22
23
24 25