IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,330 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 591 increasing their positions, 509 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
29.21%
Holding in Top 10
225
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.17%
% of All Funds
4.94%
New
67
Increased
591
Reduced
509
Closed
54
Calls
$167M
Puts
$4.52M
Net Calls
+$162M
Net Calls Change
+$3.32M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$809M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$169M
3
Citigroup
3
Citigroup
New York
$110M
4
HI
4
Horizon Investments
North Carolina
$97.7M
5
COPPSERS
5
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$86.9M

Top Sellers

1
S
1
Schroders
United Kingdom
$6.38M
2
Wells Fargo
2
Wells Fargo
California
$1.62B
3
HNB
3
Huntington National Bank
Ohio
$147M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.03B
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$32.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$71.3M -$1.41M -18,081 -2%
FI
52
FormulaFolio Investments
Michigan
$70.9M +$1.3M +16,736 +2%
TAIM
53
TD Ameritrade Investment Management
Nebraska
$70.1M -$2.79M -35,900 -4%
SF
54
Synovus Financial
Georgia
$64.5M +$1.65M +21,206 +3%
PAG
55
Private Advisor Group
New Jersey
$64.4M -$3.43M -43,915 -5%
GBA
56
Global Beta Advisors
Pennsylvania
$63.9M -$1.26M -16,180 -2%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$62.6M -$420K -5,399 -0.7%
VFA
58
Voya Financial Advisors
Connecticut
$61.4M +$2.29M +29,498 +4%
DWM
59
Destination Wealth Management
California
$59.7M +$2.04M +26,270 +4%
AI
60
Accredited Investors
Minnesota
$58.1M +$14.8M +189,669 +34%
Mariner
61
Mariner
Kansas
$57.9M +$1.42M +18,284 +3%
GT
62
Greenleaf Trust
Michigan
$57.4M +$1.55M +19,974 +3%
Creative Planning
63
Creative Planning
Kansas
$57.4M +$1.17M +15,058 +2%
WANY
64
Wealthspire Advisors (New York)
New York
$57.1M +$2.42M +31,032 +4%
PI
65
PFS Investments
Georgia
$54.9M +$45.5M +584,173 +482%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$53.6M -$3.86M -49,618 -7%
LWMT
67
Legacy Wealth Management (Tennessee)
Tennessee
$52.7M +$4.38M +56,208 +9%
PV
68
Private Vista
Illinois
$52.6M -$222K -2,850 -0.4%
AssetMark Inc
69
AssetMark Inc
California
$52M -$17.2M -220,568 -25%
VFA
70
Valeo Financial Advisors
Indiana
$51.6M +$6.18M +80,572 +14%
AWA
71
Alaska Wealth Advisors
Alaska
$50.9M +$6.67M +85,654 +15%
APCM
72
Alaska Permanent Capital Management
Alaska
$50.9M +$13.1M +168,383 +35%
ECM
73
ETrade Capital Management
Virginia
$49.9M +$6.57M +84,359 +15%
CAG
74
Crestwood Advisors Group
Massachusetts
$49.5M +$1.82M +23,337 +4%
OAM
75
Oppenheimer Asset Management
New York
$48.7M +$152K +1,955 +0.3%
1 2
3
4 5