IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,332 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 595 increasing their positions, 519 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,332
Holders Change
-14
Holders Change %
-1.04%
% of All Funds
28.98%
Holding in Top 10
230
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-3.36%
% of All Funds
5%
New
66
Increased
595
Reduced
519
Closed
66
Calls
$164M
Puts
$5.06M
Net Calls
+$159M
Net Calls Change
-$5.22M

Top Buyers

1
FCAS
First Command Advisory Services
Texas
+$507M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$110M
3
UBS Group
UBS Group
Switzerland
+$104M
4
MFG
Merit Financial Group
Georgia
+$87.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$81.6M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$317M
2
HNB
Huntington National Bank
Ohio
-$152M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$114M
4
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$80.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$61.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
651
Wakefield Asset Management
Colorado
$1.88M -$174K -2,226 -9%
RTS
652
Round Table Services
New Jersey
$1.87M -$148K -1,896 -7%
BAM
653
Baldrige Asset Management
Pennsylvania
$1.86M +$189K +2,413 +11%
DWA
654
Dougherty Wealth Advisers
Minnesota
$1.86M – – –
BFA
655
Beaumont Financial Advisors
Massachusetts
$1.86M +$627K +8,009 +51%
FWP
656
FAS Wealth Partners
Kansas
$1.85M -$126K -1,608 -6%
CA
657
Cambridge Advisors
Nebraska
$1.85M – – –
PCG
658
Private Capital Group
Connecticut
$1.84M -$226K -2,694 -11%
TFCP
659
Twin Focus Capital Partners
Massachusetts
$1.83M +$163K +2,081 +10%
WP
660
WealthShield Partners
North Carolina
$1.82M -$347K -4,429 -16%
VIM
661
Vista Investment Management
Pennsylvania
$1.79M +$39.6K +506 +2%
ACP
662
Aveo Capital Partners
Colorado
$1.79M +$217K +2,736 +14%
RhumbLine Advisers
663
RhumbLine Advisers
Massachusetts
$1.79M -$1.75M -22,325 -49%
BAS
664
Brown Advisory Securities
Maryland
$1.78M -$1.42M -18,193 -45%
PIMG
665
Patriot Investment Management Group
Tennessee
$1.77M -$38.3K -490 -2%
FIA
666
Foundations Investment Advisors
Arizona
$1.76M +$1.76M +22,488 New
ACM
667
AUA Capital Management
Pennsylvania
$1.76M – – –
CCMG
668
Clark Capital Management Group
Pennsylvania
$1.75M -$218K -2,788 -11%
ACM
669
Alpha Capital Management
Texas
$1.74M -$25.1K -321 -1%
AIA
670
Arcadia Investment Advisors
Idaho
$1.72M -$2.27M -28,986 -57%
PL
671
Parthenon LLC
Kentucky
$1.72M +$43.4K +555 +3%
Invesco
672
Invesco
Georgia
$1.71M -$132K -1,692 -7%
CF
673
Centaurus Financial
California
$1.7M +$1.58M +20,196 +1,321%
OFG
674
Omega Financial Group
California
$1.7M -$1.96K -25 -0.1%
FFW
675
Fusion Family Wealth
New York
$1.69M +$148K +1,895 +10%
25 26
27
28 29