IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,785 hedge funds and large institutions have $47.9B invested in iShares Core S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 772 increasing their positions, 682 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+63
Holders Change %
+3.66%
% of All Funds
31.43%
Holding in Top 10
343
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+18.28%
% of All Funds
6.04%
New
147
Increased
772
Reduced
682
Closed
63
Calls
$255M
Puts
$342M
Net Calls
-$87.1M
Net Calls Change
-$227M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$475M
2
Bank of America
Bank of America
North Carolina
+$383M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
4
Morgan Stanley
Morgan Stanley
New York
+$167M
5
PPFA
Provida Pension Fund Administrator
Chile
+$162M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$689M
2
FCAS
First Command Advisory Services
Texas
-$176M
3
Citigroup
Citigroup
New York
-$150M
4
HNB
Huntington National Bank
Ohio
-$114M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWAG
651
Integer Wealth Advisors Group
Georgia
$4.51M +$11.1K +101 +0.2%
MWM
652
MorganRosel Wealth Management
Colorado
$4.51M +$781K +7,192 +21%
RTS
653
Round Table Services
New Jersey
$4.48M -$726K -6,693 -14%
BRC
654
BHF RG Capital
Arizona
$4.45M +$3.85M +35,567 +647%
NOI
655
Newton One Investments
Delaware
$4.44M +$71.7K +661 +2%
WT
656
Washington Trust
Rhode Island
$4.43M +$1.09M +10,018 +33%
SIAM
657
Sterling Investment Advisors (Missouri)
Missouri
$4.42M -$546K -5,034 -11%
CIC
658
Cutler Investment Counsel
Oregon
$4.41M +$20.9K +193 +0.5%
SB
659
Sunflower Bank
Texas
$4.4M -$621K -5,721 -12%
GA
660
GFS Advisors
Texas
$4.4M -$609K -5,608 -12%
NC
661
NewSquare Capital
Pennsylvania
$4.37M +$22.3K +205 +0.5%
OGF
662
Orin Green Financial
California
$4.37M -$667K -6,145 -13%
TSWM
663
Triangle Securities Wealth Management
North Carolina
$4.29M -$9.33K -86 -0.2%
JG
664
Jefferies Group
New York
$4.29M +$1.4M +12,878 +48%
LA
665
Lynch & Associates
Indiana
$4.28M -$684K -6,303 -14%
QAM
666
QCI Asset Management
New York
$4.27M -$248K -2,288 -5%
TPSF
667
Texas Permanent School Fund
Texas
$4.24M +$34.4K +317 +0.8%
FFA
668
Freedman Financial Associates
Massachusetts
$4.23M -$11.7K -108 -0.3%
DC
669
Davenport & Co
Virginia
$4.2M +$448K +4,124 +12%
AWA
670
Arete Wealth Advisors
Illinois
$4.19M +$934K +8,607 +29%
KWM
671
Kingsview Wealth Management
Oregon
$4.18M -$388K -3,520 -8%
AFG
672
Arkansas Financial Group
Arkansas
$4.18M -$518K -4,771 -11%
ATC
673
Adirondack Trust Company
New York
$4.18M -$7.6K -70 -0.2%
TA
674
Tiedemann Advisors
New York
$4.17M +$21.5K +198 +0.5%
SCA
675
Stokes Capital Advisors
South Carolina
$4.17M -$305K -2,811 -7%
25 26
27
28 29