IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.06B
2
Goldman Sachs
Goldman Sachs
New York
+$372M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$143M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$454M
2
HNB
Huntington National Bank
Ohio
-$189M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
4
UCFA
United Capital Financial Advisors
Texas
-$92.5M
5
AAS
Annex Advisory Services
Wisconsin
-$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIG
676
McGuire Investment Group
Rhode Island
$6.24M +$173K +1,598 +3%
IA
677
IFS Advisors
Kansas
$6.23M +$770K +7,113 +14%
BFM
678
Boothbay Fund Management
New York
$6.19M +$2.35M +21,672 +61%
SF
679
SWP Financial
California
$6.19M +$6.19M +57,148 New
EFA
680
Evernest Financial Advisors
Indiana
$6.18M +$6.18M +57,122 New
KOMWMG
681
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.17M +$74.5K +688 +1%
AFG
682
Arkansas Financial Group
Arkansas
$6.13M -$135K -1,243 -2%
CA
683
Cambridge Associates
Massachusetts
$6.1M – – –
AIMC
684
Alley Investment Management Company
Illinois
$6.09M +$279K +2,577 +5%
VWM
685
VCI Wealth Management
Missouri
$6.07M +$6.07M +56,099 New
RBC
686
Roble Belko & Company
Pennsylvania
$6.06M +$164K +1,519 +3%
RA
687
Resolute Advisors
California
$6.03M +$89.2K +824 +2%
Luther King Capital Management (LKCM)
688
Luther King Capital Management (LKCM)
Texas
$5.97M -$5.41M – –
SGI
689
Summit Global Investments
Utah
$5.97M -$17.5M -161,383 -75%
RA
690
RFG Advisory
Alabama
$5.96M +$209K +1,932 +4%
BCM
691
Brookstone Capital Management
Illinois
$5.91M -$10.4M -95,828 -64%
TW
692
TritonPoint Wealth
Maryland
$5.9M +$5.9M +54,474 New
PBO
693
Peoples Bank (Ohio)
Ohio
$5.86M -$62.9K -581 -1%
EFL
694
ERn Financial LLC
Wisconsin
$5.81M -$62K -600 -1%
PCM
695
Parsons Capital Management
Rhode Island
$5.78M -$17.5K -162 -0.3%
NAM
696
NTV Asset Management
West Virginia
$5.75M -$974 -9 -0%
MWM
697
Merriman Wealth Management
Washington
$5.7M +$5.38M +49,673 +1,650%
MWP
698
Madison Wealth Partners
Wisconsin
$5.7M -$234K -2,164 -4%
EL
699
EWA LLC
Pennsylvania
$5.68M +$5.68M +54,257 New
TA
700
TKG Advisors
Indiana
$5.63M +$170K +1,575 +3%
26 27
28
29 30