IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,804 hedge funds and large institutions have $47.2B invested in iShares Core S&P Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 884 increasing their positions, 582 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
-5
Holders Change %
-0.28%
% of All Funds
31.68%
Holding in Top 10
299
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-8.28%
% of All Funds
5.25%
New
92
Increased
884
Reduced
582
Closed
67
Calls
$90.3M
Puts
$178M
Net Calls
-$87.9M
Net Calls Change
-$258M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$413M
2
PPFA
Provida Pension Fund Administrator
Chile
+$367M
3
NFA
Nationwide Fund Advisors
Ohio
+$244M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$115M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$98.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$892M
2
TF
Trek Financial
Arizona
-$152M
3
RJA
Raymond James & Associates
Florida
-$132M
4
AI
Atria Investments
North Carolina
-$126M
5
VWM
Venturi Wealth Management
Texas
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
APSP
676
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.16M +$249K +2,280 +6%
LDB
677
Lee, Danner & Bass
Tennessee
$4.12M -$21.8K -200 -0.5%
TCOT
678
Trust Company of Toledo
Ohio
$4.11M +$80.2K +734 +2%
RHBC
679
R.H. Bluestein & Co
Michigan
$4.08M +$133K +1,216 +3%
FAIM
680
Financial Advocates Investment Management
Washington
$4.07M +$528K +4,837 +15%
CCT
681
Country Club Trust
Missouri
$4.07M +$20.7K +186 +0.5%
SCA
682
Stokes Capital Advisors
South Carolina
$4.07M +$144K +1,316 +4%
N
683
Natixis
France
$4.06M -$2.58M -23,607 -39%
LWP
684
Laurel Wealth Planning
Minnesota
$4.05M -$108K -989 -3%
SW
685
SkyOak Wealth
Michigan
$4.05M +$84.4K +773 +2%
CC
686
Cadinha & Co
Hawaii
$4.05M -$17.6M -161,493 -81%
AWA
687
Arete Wealth Advisors
Illinois
$4.04M -$379K -3,467 -9%
GTAM
688
Global Trust Asset Management
Florida
$4.04M -$270K -2,471 -6%
ST
689
Spinnaker Trust
Maine
$4.04M -$9.83K -90 -0.2%
SEIA
690
Signature Estate & Investment Advisors
California
$4.04M +$260K +2,382 +7%
RW
691
RVW Wealth
California
$4M -$407K -3,434 -9%
BWA
692
BlueSky Wealth Advisors
North Carolina
$3.98M -$119K -1,094 -3%
FTC
693
Farmers Trust Company
Ohio
$3.98M -$11.1K -100 -0.3%
DCM
694
DeGreen Capital Management
Arizona
$3.97M +$259K +2,375 +7%
CIR
695
Clear Investment Research
Georgia
$3.97M +$266K +2,434 +7%
QAM
696
QCI Asset Management
New York
$3.96M -$82.5K -756 -2%
EWM
697
EPG Wealth Management
Georgia
$3.96M +$5.68K +52 +0.1%
NL
698
NEPC LLC
Massachusetts
$3.95M +$4.26K +39 +0.1%
TA
699
Tectonic Advisors
Texas
$3.94M -$141K -1,290 -3%
LIM
700
Leavell Investment Management
Alabama
$3.89M -$5.79K -53 -0.1%
26 27
28
29 30