IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

917 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 276 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
+8
Holders Change %
+0.88%
% of All Funds
22.9%
Holding in Top 10
158
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-7.6%
% of All Funds
3.95%
New
71
Increased
435
Reduced
276
Closed
51
Calls
$24.2M
Puts
$14.4M
Net Calls
+$9.78M
Net Calls Change
+$5.02M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$851M
2
Bank of America
2
Bank of America
North Carolina
$1.36B
3
Bessemer Group
3
Bessemer Group
New Jersey
$109M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$211M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.86B
2
HNB
2
Huntington National Bank
Ohio
$118M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$287M
4
LPL Financial
4
LPL Financial
California
$224M
5
CGI
5
Cougar Global Investments
Ontario, Canada
$8.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$40.1M -$4.29M -61,210 -10%
MML Investors Services
52
MML Investors Services
Massachusetts
$39.4M +$39.4M +561,634 New
SLT
53
St Louis Trust
Missouri
$37.2M +$2.92M +41,649 +9%
MIH
54
Madison Investment Holdings
Wisconsin
$37M -$3.06M -43,689 -8%
WF
55
WealthTrust Fairport
Ohio
$36M -$517K -7,367 -1%
SIC
56
Sigma Investment Counselors
Michigan
$35.8M +$991K +14,133 +3%
CI
57
Conning Inc
Connecticut
$35.8M -$472K -6,737 -1%
Lazard Asset Management
58
Lazard Asset Management
New York
$35.4M +$2.07M +29,535 +6%
APCM
59
Alaska Permanent Capital Management
Alaska
$35M +$652K +9,299 +2%
CIA
60
Capital Investment Advisors
Georgia
$34.8M +$93.2K +1,329 +0.3%
VFA
61
Voya Financial Advisors
Connecticut
$34.7M -$916K -13,057 -3%
GHA
62
GW Henssler & Associates
Georgia
$33.6M -$122K -1,737 -0.4%
AIM
63
Acropolis Investment Management
Missouri
$33.1M +$273K +3,892 +0.8%
AG
64
Advisor Group
Arizona
$32.9M +$1.42M +20,295 +5%
FI
65
FormulaFolio Investments
Michigan
$32.8M +$4.52M +64,488 +16%
PV
66
Private Vista
Illinois
$32.5M +$15.7M +220,686 +93%
CFIA
67
Cantor Fitzgerald Investment Advisors
New York
$32.5M +$32.5M +462,879 New
BP
68
Ballentine Partners
Massachusetts
$31.8M +$2.01M +27,913 +7%
BIAS
69
Beacon Investment Advisory Services
New Jersey
$31.1M +$27.6M +393,640 +783%
FA
70
FDx Advisors
Illinois
$31.1M -$1.36M -19,372 -4%
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$30.5M +$1.31M +18,628 +4%
CIA
72
Choate Investment Advisors
Massachusetts
$29.9M +$73.4K +1,047 +0.2%
AssetMark Inc
73
AssetMark Inc
California
$29.3M +$28.6M +407,790 +3,900%
NA
74
Nottingham Advisors
New York
$29.1M +$96.4K +1,375 +0.3%
BIM
75
Bridges Investment Management
Nebraska
$28.9M +$81.3K +1,160 +0.3%
1 2
3
4 5