IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.06B
2
Goldman Sachs
Goldman Sachs
New York
+$372M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$143M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$454M
2
HNB
Huntington National Bank
Ohio
-$189M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
4
UCFA
United Capital Financial Advisors
Texas
-$92.5M
5
AAS
Annex Advisory Services
Wisconsin
-$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
626
Benjamin F. Edwards & Company
Missouri
$6.98M +$225K +2,079 +3%
CWM
627
CCG Wealth Management
California
$6.98M -$661K -6,103 -9%
QS
628
Quantitative Strategies
California
$6.97M +$228K +2,110 +3%
BSW
629
Buckingham Strategic Wealth
Missouri
$6.96M -$596K -5,510 -8%
IA
630
IFG Advisory
Georgia
$6.95M +$460K +4,252 +7%
MYIA
631
Mount Yale Investment Advisors
Colorado
$6.95M +$2.3M +21,267 +50%
CCM
632
Canal Capital Management
Virginia
$6.94M +$183K +1,687 +3%
SC
633
Syon Capital
California
$6.93M +$3.56M +32,903 +106%
TA
634
Tectonic Advisors
Texas
$6.93M -$12K -111 -0.2%
FHA
635
Flagship Harbor Advisors
Massachusetts
$6.92M -$71.3K -659 -1%
NAM
636
NorthCrest Asset Manangement
Minnesota
$6.92M -$175K -1,620 -2%
PFM
637
Peak Financial Management
Massachusetts
$6.91M -$40.5K -374 -0.6%
MFA
638
Mayflower Financial Advisors
Massachusetts
$6.87M -$250K -2,310 -4%
HR
639
Howe & Rusling
New York
$6.85M +$449K +4,151 +7%
AWM
640
AAF Wealth Management
Massachusetts
$6.82M +$308K +2,849 +5%
ABC
641
Associated Banc-Corp
Wisconsin
$6.81M +$537K +4,964 +9%
BWS
642
Buck Wealth Strategies
Colorado
$6.79M +$208K +1,922 +3%
AIM
643
Allen Investment Management
New York
$6.78M – – –
HCM
644
Hudson Capital Management
New Jersey
$6.77M +$196K +1,808 +3%
TWP
645
Tyche Wealth Partners
Texas
$6.74M +$6.74M +62,242 New
SCA
646
Southern Capital Advisors
Tennessee
$6.73M +$3.05M +28,140 +83%
LC
647
Lindbrook Capital
California
$6.73M -$278K -2,571 -4%
Neuberger Berman Group
648
Neuberger Berman Group
New York
$6.7M +$4.21M +38,867 +169%
GWMIA
649
Global Wealth Management Investment Advisory
Florida
$6.69M +$87.4K +807 +1%
CIAS
650
Capital Investment Advisory Services
North Carolina
$6.69M +$20.6K +190 +0.3%
24 25
26
27 28