IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,450 hedge funds and large institutions have $29.1B invested in iShares Core S&P Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+14
Holders Change %
+0.97%
% of All Funds
29.33%
Holding in Top 10
207
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.96%
% of All Funds
4.19%
New
100
Increased
584
Reduced
611
Closed
70
Calls
$174M
Puts
$51.8M
Net Calls
+$122M
Net Calls Change
+$33.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.21B
2
Charles Schwab
2
Charles Schwab
California
$159M
3
Goldman Sachs
3
Goldman Sachs
New York
$542M
4
AA
4
Acorns Advisers
California
$91M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.06B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$289M
2
HNB
2
Huntington National Bank
Ohio
$98.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$601M
4
Bank of America
4
Bank of America
North Carolina
$2.21B
5
AF
5
Ally Financial
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$73.1M +$4.26M +60,666 +6%
Stifel Financial
52
Stifel Financial
Missouri
$71.6M -$904K -12,868 -1%
VFA
53
Valeo Financial Advisors
Indiana
$66.9M +$131K +1,861 +0.2%
M&T Bank
54
M&T Bank
New York
$66.5M -$1.75M -24,861 -3%
MML Investors Services
55
MML Investors Services
Massachusetts
$66.3M +$4.91M +69,918 +8%
FI
56
FormulaFolio Investments
Michigan
$66.1M +$13.6M +194,094 +26%
UB
57
UMB Bank
Missouri
$65.2M – – –
Comerica Bank
58
Comerica Bank
Texas
$64.8M +$1.84M +24,029 +3%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$64.6M +$2.71M +38,628 +4%
WAM
60
Wealthspire Advisors (Maryland)
Maryland
$64.3M +$34.7M +493,539 +117%
DWM
61
Destination Wealth Management
California
$63.1M -$1.87M -26,610 -3%
Creative Planning
62
Creative Planning
Kansas
$61.1M +$8.42M +119,960 +16%
UCFA
63
United Capital Financial Advisors
Texas
$61.1M +$29.2M +415,523 +92%
V
64
Veritable
Delaware
$61M +$539K +7,676 +0.9%
AIM
65
Acropolis Investment Management
Missouri
$59.9M +$3.8M +54,106 +7%
GT
66
Greenleaf Trust
Michigan
$59.8M +$953K +13,573 +2%
AssetMark Inc
67
AssetMark Inc
California
$58.4M +$3.54M +50,389 +6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$56.8M +$4.24M +60,402 +8%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$56M +$13.2M +188,247 +31%
GC
70
Grimes & Company
Massachusetts
$55.9M -$12.8M -181,861 -19%
BIAS
71
Beacon Investment Advisory Services
New Jersey
$54.6M -$814K -11,585 -1%
WCF
72
West Coast Financial
California
$52.8M -$67K -954 -0.1%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$52M -$2.19M -31,549 -4%
FIB
74
First Interstate Bank
Montana
$50.6M -$769K -10,945 -1%
UBV
75
United Bank (Virginia)
Virginia
$50M -$133K -1,900 -0.3%
1 2
3
4 5