IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
32.99%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$137M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$129M
3
AAS
Annex Advisory Services
Wisconsin
+$107M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$102M
5
CAM
Cresset Asset Management
Illinois
+$101M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$873M
2
US Bancorp
US Bancorp
Minnesota
-$354M
3
HNB
Huntington National Bank
Ohio
-$255M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
5
Wells Fargo
Wells Fargo
California
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
576
Flagship Harbor Advisors
Massachusetts
$6.53M +$139K +1,398 +2%
WPIC
577
White Pine Investment Company
Michigan
$6.51M +$68.8K +690 +1%
SAMT
578
Select Asset Management & Trust
Pennsylvania
$6.51M +$4.68M +46,935 +256%
CIG
579
Cairn Investment Group
Washington
$6.49M -$137K -1,377 -2%
CFD
580
Creative Financial Designs
Indiana
$6.49M +$2.75M +27,569 +73%
MF
581
Meridian Financial
Massachusetts
$6.47M +$17.3K +174 +0.3%
CSIC
582
Clifford Swan Investment Counsel
California
$6.46M +$121K +1,216 +2%
KWM
583
Kingsview Wealth Management
Oregon
$6.41M +$243K +2,436 +4%
CAG
584
Csenge Advisory Group
Florida
$6.39M +$1.3M +13,094 +26%
BWA
585
BDO Wealth Advisors
Florida
$6.34M -$2.98M -29,872 -32%
CCM
586
Canal Capital Management
Virginia
$6.31M -$53K -532 -0.8%
BRWA
587
B. Riley Wealth Advisors
Florida
$6.29M -$550K -5,517 -8%
AI
588
Atria Investments
North Carolina
$6.27M -$1.01M -10,097 -14%
EFS
589
Econ Financial Services
Pennsylvania
$6.26M +$2.7M +27,074 +76%
SDWMA
590
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.25M +$534K +5,354 +9%
LC
591
Lindbrook Capital
California
$6.24M +$540K +5,417 +9%
HAC
592
Harbor Advisory Corp
New Hampshire
$6.24M +$1.04M +10,478 +20%
SIA
593
Soltis Investment Advisors
Utah
$6.24M -$680K -6,828 -10%
AIM
594
Allen Investment Management
New York
$6.24M – – –
WP
595
WealthSource Partners
California
$6.22M -$855K -8,585 -12%
MPCG
596
Matrix Private Capital Group
New York
$6.21M +$27.2K +273 +0.4%
DWT
597
Dorsey & Whitney Trust
South Dakota
$6.21M +$570K +5,723 +10%
PA
598
Parallel Advisors
California
$6.2M -$962K -9,654 -13%
PFM
599
Peak Financial Management
Massachusetts
$6.16M +$47.4K +476 +0.8%
IA
600
IFG Advisory
Georgia
$6.15M -$215K -2,157 -3%
22 23
24
25 26