iShares Core S&P Small-Cap ETF
IJR
1,186 hedge funds and large institutions have $25.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 567 increasing their positions, 351 reducing their positions, and 34 closing their positions.
147% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 34
62% more repeat investments, than reductions
Existing positions increased: 567 | Existing positions reduced: 351
18% more funds holding in top 10
Funds holding in top 10: 193 → 227 (+34)
17% more capital invested
Capital invested by funds: $21.7B → $25.3B (+$3.66B)
4% more funds holding
Funds holding: 1,142 → 1,186 (+44)
2.33% more ownership
Funds ownership: 58.97% → 61.3% (+2.3%)
2% more call options, than puts
Call options by funds: $30M | Put options by funds: $29.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nelson Capital Management
Menlo Park,
California
|
+$736M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$398M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$229M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$188M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$173M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$199M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$43M |
| 3 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
-$23.8M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$20.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$18.7M |
IJR Hedge Fund Activity: Q2 2018 in Review
1,186 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2018, worth a combined $25.3B — up 17% from $21.7B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new IJR positions and 34 closed out — a net gain of 50 holders — while 567 added to existing stakes and 351 trimmed.
The largest buyer was Nelson Capital Management, adding an estimated $736M. The largest seller was JP Morgan Chase, cutting an estimated $199M.
- 1,186 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2018, up from 1,142 in Q1 2018.
- Funds reported $25.3B of iShares Core S&P Small-Cap ETF stock for Q2 2018, up 17% quarter-over-quarter.
- 84 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2018 and 34 closed out, a net change of +50 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q2 2018 was Nelson Capital Management, an estimated $736M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q2 2018 was JP Morgan Chase, an estimated $199M sold.
Based on aggregated 13F filings for Q2 2018.