IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
33%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.98B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$129M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.61B
5
CAM
5
Cresset Asset Management
Illinois
$285M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
2
US Bancorp
Minnesota
$516M
3
HNB
3
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
5
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$128M +$4.89M +49,115 +4%
MML Investors Services
52
MML Investors Services
Massachusetts
$126M +$14.8M +148,195 +13%
HI
53
Horizon Investments
North Carolina
$125M +$79.4M +796,580 +176%
M&T Bank
54
M&T Bank
New York
$119M -$10.1M -101,184 -8%
AAS
55
Annex Advisory Services
Wisconsin
$115M +$107M +1,073,518 +1,260%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$114M +$1.29M +12,997 +1%
V
57
Veritable
Delaware
$110M +$2.16M +21,633 +2%
SF
58
Synovus Financial
Georgia
$107M +$4.37M +43,813 +4%
Victory Capital Management
59
Victory Capital Management
Texas
$105M -$21.1M -211,461 -17%
MCM
60
MAI Capital Management
Ohio
$103M +$9.58M +96,185 +10%
PFO
61
Pathstone Family Office
New Jersey
$101M -$5.98M -60,048 -6%
State Street
62
State Street
Massachusetts
$98.9M -$42.4M -425,460 -30%
Stifel Financial
63
Stifel Financial
Missouri
$97.3M +$3.98M +39,925 +4%
BIM
64
Bridges Investment Management
Nebraska
$96.9M -$931K -9,338 -1%
OPS
65
Orion Portfolio Solutions
Nebraska
$94.9M +$40.3M +403,940 +74%
BCI
66
Brinker Capital Investments
Pennsylvania
$94.9M +$40.3M +403,940 +74%
UB
67
UMB Bank
Missouri
$94.3M +$195K +1,958 +0.2%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$93.3M +$690K +6,928 +0.7%
Franklin Resources
69
Franklin Resources
California
$92.5M -$16M -160,502 -15%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$92.2M -$23.7M -238,266 -20%
KAS
71
Kestra Advisory Services
Texas
$88.8M +$5.02M +50,391 +6%
AIM
72
Acropolis Investment Management
Missouri
$87.1M +$263K +2,638 +0.3%
FMII
73
Farmers & Merchants Investments Inc
Nebraska
$83.7M +$1.8M +18,048 +2%
WCF
74
West Coast Financial
California
$82.4M +$1.85M +18,592 +2%
BBA
75
BLB&B Advisors
Pennsylvania
$80.2M +$4.77M +47,900 +6%
1 2
3
4 5