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 %
NB
601
Northwest Bancshares
Pennsylvania
$1.23M +$82K +1,064 +7%
ACP
602
Arcus Capital Partners
Georgia
$1.23M +$1.23M +15,937 New
HB
603
Homrich & Berg
Georgia
$1.22M -$401K -5,210 -25%
RT
604
Rockland Trust
Massachusetts
$1.22M +$423K +5,487 +53%
1IA
605
1834 Investment Advisors
Wisconsin
$1.22M -$37.8K -490 -3%
BSW
606
Buckingham Strategic Wealth
Missouri
$1.21M +$221K +2,873 +22%
MWM
607
Mission Wealth Management
California
$1.2M +$530K +6,884 +79%
FLA
608
Financial Life Advisors
Texas
$1.19M -$314K -4,170 -21%
OLA
609
Oliver Luxxe Assets
New Jersey
$1.19M -$43.7K -568 -4%
BJL
610
Brighton Jones LLC
Washington
$1.19M -$210K -2,728 -15%
CPIA
611
Cornell Pochily Investment Advisors
New York
$1.19M +$108K +1,404 +10%
EWA
612
EP Wealth Advisors
California
$1.18M -$72.9K -947 -6%
SFSIG
613
San Francisco Sentry Investment Group
California
$1.18M +$18.9K +245 +2%
CB
614
Chemical Bank
Michigan
$1.18M +$365K +4,737 +45%
LWCFA
615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.18M +$263K +3,410 +29%
CI
616
Chartist Inc
California
$1.17M -$15.9K -207 -1%
MCWS
617
McKinley Carter Wealth Services
West Virginia
$1.17M -$268K -3,482 -19%
BFPW
618
BOK Financial Private Wealth
Colorado
$1.17M -$112K -1,460 -9%
LBC
619
Lowe Brockenbrough & Co
Virginia
$1.17M +$17.7K +230 +2%
CBU
620
CIBC Bank USA
Illinois
$1.16M -$103K -1,342 -8%
PWPS
621
Pinnacle Wealth Planning Services
Ohio
$1.16M -$928K -12,049 -45%
BHBT
622
Burke & Herbert Bank & Trust
Virginia
$1.15M -$17K -221 -1%
BIM
623
Bridgecreek Investment Management
Oklahoma
$1.14M – – –
GC
624
Gilbert & Cook
Iowa
$1.13M -$79.2K -1,028 -7%
BFEC
625
Benjamin F. Edwards & Company
Missouri
$1.12M +$369K +4,787 +49%
23 24
25
26 27