IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.73%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$911M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
3
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.47B
5
RJA
5
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$255M
2
CAM
2
Cresset Asset Management
Illinois
$178M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$352K
4
HI
4
Horizon Investments
North Carolina
$43.8M
5
BlackRock
5
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
51
Cerity Partners
New York
$121M +$57.8M +598,661 +91%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$119M +$34.8M +360,176 +41%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$112M -$38.2M -394,990 -25%
MML Investors Services
54
MML Investors Services
Massachusetts
$108M -$23M -238,268 -18%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$108M +$16.5M +172,248 +18%
Franklin Resources
56
Franklin Resources
California
$105M +$6.03M +62,361 +6%
V
57
Veritable
Delaware
$104M +$7M +72,394 +7%
PFO
58
Pathstone Family Office
New Jersey
$104M -$104M -1,078,603 -50%
Charles Schwab
59
Charles Schwab
California
$104M -$1.76M -18,190 -2%
SF
60
Synovus Financial
Georgia
$99.4M +$85.6M +885,095 +618%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$96.5M -$12.5M -129,334 -11%
BIM
62
Bridges Investment Management
Nebraska
$94.9M -$4.21M -43,497 -4%
CAN
63
Cetera Advisor Networks
California
$92.2M -$8.29M -85,730 -8%
UB
64
UMB Bank
Missouri
$91.3M -$4.63M -47,862 -5%
MCM
65
MAI Capital Management
Ohio
$90.7M +$2.32M +24,026 +3%
Stifel Financial
66
Stifel Financial
Missouri
$90.5M +$1.18M +12,254 +1%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$89.9M -$477K -4,929 -0.5%
VWM
68
Venturi Wealth Management
Texas
$89.1M +$22.1M +228,926 +33%
AIM
69
Acropolis Investment Management
Missouri
$84.2M -$22.7K -235 -0%
KAS
70
Kestra Advisory Services
Texas
$81.3M -$13.8M -142,234 -14%
FMII
71
Farmers & Merchants Investments Inc
Nebraska
$79.5M +$4.54M +46,912 +6%
Squarepoint
72
Squarepoint
New York
$78.8M +$78.8M +815,284 New
WCF
73
West Coast Financial
California
$78.2M +$2.53M +26,149 +3%
FIB
74
First Interstate Bank
Montana
$78M -$1.36M -14,071 -2%
CWM
75
Connecticut Wealth Management
Connecticut
$73.7M +$5.65M +58,438 +8%
1 2
3
4 5