IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,041 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,018 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+237
Holders Change %
+13.14%
% of All Funds
31.52%
Holding in Top 10
349
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.72%
% of All Funds
5.39%
New
330
Increased
1,018
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$428M
2
Bank of America
Bank of America
North Carolina
+$193M
3
Truist Financial
Truist Financial
North Carolina
+$175M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$171M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$370M
2
Morgan Stanley
Morgan Stanley
New York
-$307M
3
HNB
Huntington National Bank
Ohio
-$249M
4
Barclays
Barclays
United Kingdom
-$125M
5
State Street
State Street
Massachusetts
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
651
Biltmore Capital Advisors
New Jersey
$5.71M +$350K +3,059 +7%
FAIM
652
Financial Advocates Investment Management
Washington
$5.7M +$1.43M +12,496 +34%
CA
653
CoreCap Advisors
Michigan
$5.62M +$5.62M +49,097 New
DWT
654
Dorsey & Whitney Trust
South Dakota
$5.62M +$282K +2,465 +5%
IF
655
Intrua Financial
Texas
$5.62M -$127K -1,113 -2%
BA
656
Ballew Advisors
Mississippi
$5.61M -$93.2K -821 -2%
SXL
657
Summit X LLC
Missouri
$5.6M +$121K +1,062 +2%
CPW
658
Crestmont Private Wealth
Texas
$5.59M +$5.59M +48,818 New
HPC
659
HM Payson & Co
Maine
$5.58M +$56.1K +490 +1%
MF
660
Manchester Financial
California
$5.57M +$87.3K +762 +2%
FFC
661
Fure Financial Corporation
Minnesota
$5.57M +$5.57M +48,671 New
T
662
TNF
Montana
$5.55M +$681 +6 +0%
VIP
663
Vantage Investment Partners
Missouri
$5.52M – – –
MWM
664
MorganRosel Wealth Management
Colorado
$5.51M +$98.5K +860 +2%
AWM
665
Altus Wealth Management
Kentucky
$5.48M +$5.48M +47,847 New
SL
666
SWMG LLC
Texas
$5.48M +$597K +5,211 +12%
WPIC
667
White Pine Investment Company
Michigan
$5.47M +$362K +3,161 +7%
WCM
668
Windsor Capital Management
Arizona
$5.41M -$26.7K -233 -0.5%
OGF
669
Orin Green Financial
California
$5.4M +$538K +5,038 +11%
RA
670
Resolute Advisors
California
$5.38M +$89.9K +785 +2%
PCM
671
Parsons Capital Management
Rhode Island
$5.37M +$101K +884 +2%
CPC
672
Consolidated Planning Corp
Georgia
$5.37M +$3.66K +32 +0.1%
4FG
673
4Thought Financial Group
New York
$5.36M -$21.3K -186 -0.4%
AC
674
Apella Capital
Connecticut
$5.35M +$15.7K +137 +0.3%
AIA
675
Arcadia Investment Advisors
Idaho
$5.34M +$175K +1,530 +3%
25 26
27
28 29