IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,113 hedge funds and large institutions have $21.4B invested in iShares Core S&P Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 473 increasing their positions, 315 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,113
Holders Change
+172
Holders Change %
+18.28%
% of All Funds
25.28%
Holding in Top 10
191
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+15.76%
% of All Funds
4.34%
New
210
Increased
473
Reduced
315
Closed
28
Calls
$28.3M
Puts
$30.9M
Net Calls
-$2.64M
Net Calls Change
-$19.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.73B
2
LPL Financial
LPL Financial
California
$347M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.13B
4
Morgan Stanley
Morgan Stanley
New York
$945M
5
USAA
United Services Automobile Association
Texas
$41.1M

Top Sellers

1
S
Schroders
United Kingdom
$264M
2
SIM
Sentry Investment Management
Wisconsin
$0
3
HNB
Huntington National Bank
Ohio
$129M
4
SAS
Sage Advisory Services
Texas
$69.1M
5
PV
Private Vista
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
601
Stephens Inc
Arkansas
$1.18M -$576K -7,498 -33%
PTB
602
Pioneer Trust Bank
Oregon
$1.17M -$46.9K -610 -4%
BHBT
603
Burke & Herbert Bank & Trust
Virginia
$1.17M -$34.2K -446 -3%
MA
604
Mutual Advisors
Nebraska
$1.16M +$1.16M +15,155 New
SFSIG
605
San Francisco Sentry Investment Group
California
$1.16M +$41.5K +540 +4%
CIC
606
Carnegie Investment Counsel
Ohio
$1.15M -$120K -1,597 -9%
BAC
607
Boys Arnold & Co
North Carolina
$1.15M +$45.7K +595 +4%
LBC
608
Lowe Brockenbrough & Co
Virginia
$1.15M +$1.92K +25 +0.2%
NB
609
Northwest Bancshares
Pennsylvania
$1.15M +$1.15M +14,931 New
BIM
610
Bridgecreek Investment Management
Oklahoma
$1.13M +$23K +300 +2%
LFA
611
Legacy Financial Advisors
Kentucky
$1.13M +$1.13M +14,703 New
SWM
612
SVA Wealth Management
Wisconsin
$1.13M +$10.9K +142 +1%
BAM
613
Belpointe Asset Management
Nevada
$1.11M +$471K +6,130 +73%
MWAC
614
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.11M +$417K +5,429 +60%
AFG
615
Arkansas Financial Group
Arkansas
$1.1M +$56.5K +736 +5%
LIA
616
LBMC Investment Advisors
Tennessee
$1.1M – – –
NFG
617
Next Financial Group
Texas
$1.09M -$300K -3,906 -22%
NCM
618
Novare Capital Management
North Carolina
$1.08M +$3.84K +50 +0.4%
CPIA
619
Cornell Pochily Investment Advisors
New York
$1.08M +$1.08M +13,996 New
GG
620
GenWealth Group
New Jersey
$1.07M -$157K -1,957 -13%
LPIC
621
LeJeune Puetz Investment Counsel
Michigan
$1.07M +$77.2K +1,005 +8%
BA
622
Bristlecone Advisors
Washington
$1.06M -$25.3K -329 -2%
PWMAG
623
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$4.22K -55 -0.4%
SP
624
SWS Partners
Ohio
$1.06M +$1.06M +13,836 New
LIC
625
Lodestar Investment Counsel
Illinois
$1.06M – – –
23 24
25
26 27