IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,185 hedge funds and large institutions have $25.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 567 increasing their positions, 351 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+44
Holders Change %
+3.86%
% of All Funds
27.17%
Holding in Top 10
227
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+17.62%
% of All Funds
5.2%
New
84
Increased
567
Reduced
351
Closed
34
Calls
$30M
Puts
$29.4M
Net Calls
+$623K
Net Calls Change
+$5.97M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$235M
2
Bank of America
Bank of America
North Carolina
$2.23B
3
Ameriprise
Ameriprise
Minnesota
$624M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$96.2M
5
USAA
United Services Automobile Association
Texas
$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$35.5M
2
HNB
Huntington National Bank
Ohio
$157M
3
GT
Glenmede Trust
Pennsylvania
$0
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$186M
5
VA
Valmark Advisers
Ohio
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
51
Greenleaf Trust
Michigan
$59M -$719K -8,616 -1%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$59M +$571K +6,837 +1%
M&T Bank
53
M&T Bank
New York
$58.8M -$588K -7,048 -1%
CWM
54
Cornerstone Wealth Management
Missouri
$58.7M +$58M +4,887,086 +8,230%
BIAS
55
Beacon Investment Advisory Services
New Jersey
$58.1M +$3.19M +38,275 +6%
DWM
56
Destination Wealth Management
California
$57.9M -$1.29M -15,500 -2%
Citadel Advisors
57
Citadel Advisors
Florida
$57.8M +$57.8M +692,746 New
VFA
58
Voya Financial Advisors
Connecticut
$55.8M +$3.67M +43,809 +7%
Citigroup
59
Citigroup
New York
$55.7M +$38.7M +464,176 +229%
AG
60
Advisor Group
Arizona
$55.5M -$467K -5,589 -0.8%
QIM
61
Quantitative Investment Management
Virginia
$55.1M +$44.7M +535,700 +431%
PV
62
Private Vista
Illinois
$54.2M +$3.26M +39,108 +6%
TF
63
TIAA FSB
Florida
$50.7M +$11.1M +133,043 +28%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$50.5M +$3.61M +43,257 +8%
SLT
65
St Louis Trust
Missouri
$50.5M +$2.3M +27,616 +5%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$49.9M +$1.75M +21,013 +4%
WCF
67
West Coast Financial
California
$49.4M -$1.1M -13,163 -2%
JPMPWA
68
J.P. Morgan Private Wealth Advisors
California
$48.8M +$9.75M +116,787 +25%
GC
69
Grimes & Company
Massachusetts
$48.1M +$18.2M +217,689 +61%
Public Sector Pension Investment Board (PSP Investments)
70
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$46.4M +$7.93M +95,000 +21%
SIC
71
Sigma Investment Counselors
Michigan
$45.7M -$157K -1,883 -0.3%
OAM
72
Oppenheimer Asset Management
New York
$44.4M +$5.45M +65,321 +14%
FA
73
FDx Advisors
Illinois
$44.1M +$2.23M +26,760 +5%
MIH
74
Madison Investment Holdings
Wisconsin
$43.6M +$2.06M +24,694 +5%
CI
75
Conning Inc
Connecticut
$41.7M -$1.8M -21,568 -4%
1 2
3
4 5