IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.06B
2
Goldman Sachs
Goldman Sachs
New York
+$372M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$143M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$454M
2
HNB
Huntington National Bank
Ohio
-$189M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
4
UCFA
United Capital Financial Advisors
Texas
-$92.5M
5
AAS
Annex Advisory Services
Wisconsin
-$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCM
551
Ziegler Capital Management
Illinois
$8.8M – – –
CIA
552
Choate Investment Advisors
Massachusetts
$8.73M -$1.59M -14,706 -15%
FTWA
553
Fifth Third Wealth Advisors
Ohio
$8.73M +$722K +6,671 +9%
NF
554
Nikulski Financial
Iowa
$8.72M -$43.2K -399 -0.5%
FCBT
555
First Citizens Bank & Trust
North Carolina
$8.67M -$1.87M -17,310 -18%
FWA
556
FSM Wealth Advisors
Ohio
$8.67M +$1.08M +10,018 +14%
FA
557
Fiduciary Alliance
South Carolina
$8.63M -$76.2M -704,172 -90%
SFS
558
Sowell Financial Services
Arkansas
$8.63M -$291K -2,691 -3%
CAC
559
Certified Advisory Corp
Florida
$8.63M +$224K +2,071 +3%
SW
560
SkyOak Wealth
Michigan
$8.63M +$473K +4,366 +6%
LPT
561
Legacy Private Trust
Wisconsin
$8.61M -$1.6M -14,761 -16%
BSAM
562
Blue Square Asset Management
New York
$8.59M +$6.32M +58,412 +279%
BBHC
563
Brown Brothers Harriman & Co
New York
$8.57M +$989K +9,134 +13%
CAG
564
Csenge Advisory Group
Florida
$8.51M +$2.23M +20,639 +36%
BRWA
565
B. Riley Wealth Advisors
Florida
$8.48M +$2.42M +22,318 +40%
FFG
566
Frisch Financial Group
New York
$8.46M +$1.18M +10,911 +16%
TYCC
567
Texas Yale Capital Corp
Florida
$8.46M – – –
MIC
568
Means Investment Company
Maine
$8.45M -$1.45M -13,380 -15%
CFO
569
CVA Family Office
Colorado
$8.44M -$911K -8,417 -10%
RPC
570
Rossmore Private Capital
Connecticut
$8.42M +$22.2K +204 +0.3%
1832 Asset Management
571
1832 Asset Management
Ontario, Canada
$8.42M +$8.66K +80 +0.1%
LT
572
Legacy Trust
Michigan
$8.39M +$402K +3,715 +5%
HSBC Holdings
573
HSBC Holdings
United Kingdom
$8.29M -$375K -3,465 -4%
DWT
574
Dorsey & Whitney Trust
South Dakota
$8.19M +$1.19M +11,008 +17%
GA
575
GFS Advisors
Texas
$8.18M +$2M +18,475 +32%
21 22
23
24 25