IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,141 hedge funds and large institutions have $21.7B invested in iShares Core S&P Small-Cap ETF in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 543 increasing their positions, 378 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+28
Holders Change %
+2.52%
% of All Funds
26.19%
Holding in Top 10
193
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.05%
% of All Funds
4.43%
New
88
Increased
543
Reduced
378
Closed
50
Calls
$30.5M
Puts
$35.9M
Net Calls
-$5.34M
Net Calls Change
-$2.71M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$197M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$162M
3
Bank of America
Bank of America
North Carolina
+$139M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.2M
5
UBS Group
UBS Group
Switzerland
+$49.8M

Top Sellers

1
S
Schroders
United Kingdom
-$264M
2
Wells Fargo
Wells Fargo
California
-$184M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$165M
4
HNB
Huntington National Bank
Ohio
-$129M
5
BlackRock
BlackRock
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
576
Outfitter Advisors
Virginia
$1.4M – – –
SI
577
Stephens Inc
Arkansas
$1.4M +$212K +2,758 +18%
FMII
578
Farmers & Merchants Investments Inc
Nebraska
$1.37M – – –
SMFS
579
Squar Milner Financial Services
California
$1.36M +$99.5K +1,292 +8%
SAS
580
Stelac Advisory Services
New York
$1.36M +$624K +8,100 +84%
TF
581
Tompkins Financial
New York
$1.36M +$904K +11,740 +199%
LFA
582
Legacy Financial Advisors
Kentucky
$1.35M +$203K +2,603 +18%
QA
583
Quantitative Advantage
Minnesota
$1.35M +$71.1K +923 +6%
SBH
584
Segall Bryant & Hamill
Illinois
$1.34M +$675K +8,762 +101%
KBFS
585
Kohmann Bosshard Financial Services
Ohio
$1.34M – – –
SCA
586
Stonebridge Capital Advisors
Minnesota
$1.34M +$3.62K +47 +0.3%
Schroder Investment Management Group
587
Schroder Investment Management Group
United Kingdom
$1.33M -$2.57M -33,426 -66%
MCTIC
588
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$1.33M -$1.32M – –
SFA
589
Sequoia Financial Advisors
Ohio
$1.31M +$25.8K +335 +2%
RI
590
RPTC Inc
Wyoming
$1.31M – – –
IWP
591
Icon Wealth Partners
Texas
$1.3M +$746K +9,691 +134%
ST
592
Somerset Trust
Pennsylvania
$1.3M +$1.77K +23 +0.1%
SCA
593
STALEY CAPITAL ADVISERS
Pennsylvania
$1.27M – – –
SHCM
594
Stokes & Hubbell Capital Management
Louisiana
$1.27M +$934K +11,640 +282%
CBN
595
Cadence Bank NA
Texas
$1.26M -$24.7K -321 -2%
CCMG
596
Clark Capital Management Group
Pennsylvania
$1.26M -$414K -5,376 -25%
DWM
597
Dynasty Wealth Management
Florida
$1.26M -$216K -2,810 -15%
AW
598
ACG Wealth
Georgia
$1.25M -$122K -1,583 -9%
GP
599
Geneva Partners
Wisconsin
$1.25M -$48.9K -635 -4%
CIC
600
Carnegie Investment Counsel
Ohio
$1.24M -$568 -7 -0%
22 23
24
25 26