iShares Core S&P Small-Cap ETF
IJR
681 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2015 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 291 increasing their positions, 189 reducing their positions, and 35 closing their positions.
186% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 35
54% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 189
18% more funds holding in top 10
Funds holding in top 10: 80 → 94 (+14)
15% more call options, than puts
Call options by funds: $19.9M | Put options by funds: $17.3M
12% more capital invested
Capital invested by funds: $9B → $10.1B (+$1.09B)
9% more funds holding
Funds holding: 623 → 681 (+58)
4.62% more ownership
Funds ownership: 114.56% → 119.19% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPAG
KLS Professional Advisors Group
New York
|
+$118M |
| 2 |
Bank of New York Mellon
New York
|
+$113M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$110M |
| 4 |
LPL Financial
San Diego,
California
|
+$75.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$70.5M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$65.5M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$59.4M |
| 4 |
Goldman Sachs
New York
|
-$39.8M |
| 5 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$38.3M |
IJR Hedge Fund Activity: Q4 2015 in Review
681 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2015, worth a combined $10.1B — up 12% from $9B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new IJR positions and 35 closed out — a net gain of 65 holders — while 291 added to existing stakes and 189 trimmed.
The largest buyer was KLS Professional Advisors Group, opening a new position worth an estimated $118M. The largest seller was Stadion Money Management, cutting an estimated $70.5M.
- 681 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2015, up from 623 in Q3 2015.
- Funds reported $10.1B of iShares Core S&P Small-Cap ETF stock for Q4 2015, up 12% quarter-over-quarter.
- 100 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2015 and 35 closed out, a net change of +65 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2015 was KLS Professional Advisors Group, an estimated $118M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2015 was Stadion Money Management, an estimated $70.5M sold.
Based on aggregated 13F filings for Q4 2015.