iShares Core S&P Small-Cap ETF
IJR
1,142 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, 544 increasing their positions, 378 reducing their positions, and 50 closing their positions.
76% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 50
44% more repeat investments, than reductions
Existing positions increased: 544 | Existing positions reduced: 378
3% more funds holding
Funds holding: 1,114 → 1,142 (+28)
1% more funds holding in top 10
Funds holding in top 10: 191 → 193 (+2)
1% more capital invested
Capital invested by funds: $21.4B → $21.7B (+$262M)
0.03% less ownership
Funds ownership: 58.99% → 58.97% (-0.03%)
15% less call options, than puts
Call options by funds: $30.5M | Put options by funds: $35.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$199M |
| 2 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$164M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$141M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$50.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Schroders
London,
United Kingdom
|
-$264M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$186M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$165M |
| 4 |
BlackRock
New York
|
-$123M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$81.9M |
IJR Hedge Fund Activity: Q1 2018 in Review
1,142 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2018, worth a combined $21.7B — up 1.2% from $21.4B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new IJR positions and 50 closed out — a net gain of 38 holders — while 544 added to existing stakes and 378 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $199M. The largest seller was Schroders, exiting entirely with an estimated $264M sold.
- 1,142 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2018, up from 1,114 in Q4 2017.
- Funds reported $21.7B of iShares Core S&P Small-Cap ETF stock for Q1 2018, up 1.2% quarter-over-quarter.
- 88 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2018 and 50 closed out, a net change of +38 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2018 was JP Morgan Chase, an estimated $199M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2018 was Schroders, an estimated $264M sold.
Based on aggregated 13F filings for Q1 2018.