IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,305 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 593 increasing their positions, 401 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+88
Holders Change %
+7.23%
% of All Funds
29.12%
Holding in Top 10
234
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4%
% of All Funds
5.22%
New
207
Increased
593
Reduced
401
Closed
107
Calls
$116M
Puts
$31.9M
Net Calls
+$84.3M
Net Calls Change
+$92.5M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$281M
2
State Street
State Street
Massachusetts
+$214M
3
Bank of America
Bank of America
North Carolina
+$142M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$93.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$244M
2
CWM
Cornerstone Wealth Management
Missouri
-$241M
3
CSIA
Charles Schwab Investment Advisory
California
-$185M
4
HNB
Huntington National Bank
Ohio
-$181M
5
Wells Fargo
Wells Fargo
California
-$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
676
Twin Capital Management
Pennsylvania
$1.5M +$130K +1,870 +9%
WA
677
Wilshire Advisors
California
$1.5M +$130K +1,870 +9%
RBC
678
Roble Belko & Company
Pennsylvania
$1.49M +$1.47M +21,262 +7,487%
SQA
679
Simon Quick Advisors
New Jersey
$1.49M +$559K +8,063 +60%
SWM
680
SVA Wealth Management
Wisconsin
$1.48M +$490K +7,075 +50%
NCM
681
Novare Capital Management
North Carolina
$1.48M +$45.1K +650 +3%
RA
682
RFG Advisory
Alabama
$1.46M -$595K -8,590 -29%
CT
683
Cambridge Trust
Massachusetts
$1.46M +$7.35K +106 +0.5%
CPP
684
Crow Point Partners
Massachusetts
$1.46M -$2.5M -36,260 -63%
PC
685
Port Capital
Illinois
$1.46M -$88.4K -1,276 -6%
PL
686
Parthenon LLC
Kentucky
$1.45M -$36.4K -525 -2%
PIM
687
Penobscot Investment Management
Massachusetts
$1.45M -$36K -519 -2%
JCM
688
Janney Capital Management
Pennsylvania
$1.45M -$291K -4,196 -17%
RPC
689
Rossmore Private Capital
Connecticut
$1.45M -$240K -3,459 -14%
PFS
690
Prospera Financial Services
Texas
$1.45M +$375K +5,400 +35%
AW
691
ACG Wealth
Georgia
$1.42M -$83.6K -1,207 -6%
LWM
692
Lyell Wealth Management
California
$1.42M -$255K -3,675 -15%
LWCFA
693
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.42M +$580K +8,365 +69%
FMBTD
694
First Midwest Bank Trust Division
Illinois
$1.42M +$1.08M +15,517 +313%
JSL
695
JT Stratford LLC
Georgia
$1.41M +$32.9K +474 +2%
FPTW
696
Franklin, Parlapiano, Turner & Welch
Texas
$1.4M -$83.1K -1,199 -6%
SP
697
SWS Partners
Ohio
$1.4M -$167K -2,413 -11%
BO
698
Bank OZK
Arkansas
$1.4M -$76.8K -1,108 -5%
Lido Advisors
699
Lido Advisors
California
$1.39M -$56.2K -812 -4%
Barclays
700
Barclays
United Kingdom
$1.39M -$5.13M -73,992 -79%
26 27
28
29 30