IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,052 hedge funds and large institutions have $50.2B invested in iShares Core S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 971 increasing their positions, 735 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+11
Holders Change %
+0.54%
% of All Funds
32.47%
Holding in Top 10
351
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.57%
% of All Funds
5.55%
New
140
Increased
971
Reduced
735
Closed
103
Calls
$65.5M
Puts
$101M
Net Calls
-$35.7M
Net Calls Change
+$233M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$228M
2
US Bancorp
US Bancorp
Minnesota
+$177M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$120M
4
HI
Horizon Investments
North Carolina
+$114M
5
Bank of America
Bank of America
North Carolina
+$109M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$375M
2
HNB
Huntington National Bank
Ohio
-$278M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$172M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
5
Charles Schwab
Charles Schwab
California
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
676
Altus Wealth Management
Kentucky
$5.24M +$79.8K +740 +2%
Susquehanna International Group
677
Susquehanna International Group
Pennsylvania
$5.24M +$5.24M +48,577 New
HAC
678
Harbor Advisory Corp
New Hampshire
$5.22M +$3.7M +34,256 +242%
HPC
679
HM Payson & Co
Maine
$5.21M -$49.1K -455 -0.9%
PWMAG
680
Pinnacle Wealth Management Advisory Group
New Jersey
$5.19M +$1.62M +14,977 +45%
GWMIA
681
Global Wealth Management Investment Advisory
Florida
$5.16M +$1.47M +13,621 +40%
MWM
682
Magnolia Wealth Management
Alabama
$5.16M +$173K +1,603 +3%
BA
683
Ballew Advisors
Mississippi
$5.13M -$103K -977 -2%
BSW
684
Buckingham Strategic Wealth
Missouri
$5.11M +$854K +7,915 +20%
PCM
685
Parsons Capital Management
Rhode Island
$5.07M +$6.26K +58 +0.1%
WCM
686
Windsor Capital Management
Arizona
$5.05M -$45.7K -424 -0.9%
WP
687
WealthShield Partners
North Carolina
$5.03M -$1.43M -13,282 -22%
LGA
688
Lebenthal Global Advisors
New York
$5.02M +$1.33M +12,314 +36%
JSL
689
JT Stratford LLC
Georgia
$5.02M +$36.2K +336 +0.7%
FWIA
690
Fort Washington Investment Advisors
Ohio
$4.98M +$41K +380 +0.8%
GMA
691
Glassy Mountain Advisors
Maryland
$4.97M +$467K +4,331 +10%
AIMC
692
Alley Investment Management Company
Illinois
$4.95M +$4.95M +45,903 New
TSWM
693
Triangle Securities Wealth Management
North Carolina
$4.93M -$93.9K -870 -2%
AC
694
Apella Capital
Connecticut
$4.93M -$113K -1,050 -2%
FAIM
695
Financial Advocates Investment Management
Washington
$4.92M -$446K -4,139 -8%
IWM
696
IHT Wealth Management
Illinois
$4.92M -$1.23M -11,406 -20%
4FG
697
4Thought Financial Group
New York
$4.91M -$137K -1,268 -3%
NOI
698
Newton One Investments
Delaware
$4.89M +$50.4K +467 +1%
PPWM
699
PFG Private Wealth Management
Florida
$4.87M +$109K +1,007 +2%
IF
700
Intrua Financial
Texas
$4.86M -$429K -3,977 -8%
26 27
28
29 30