IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

941 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 464 increasing their positions, 291 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
23.5%
Holding in Top 10
165
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+4.43%
% of All Funds
4.12%
New
68
Increased
464
Reduced
291
Closed
35
Calls
$31.1M
Puts
$14.1M
Net Calls
+$17M
Net Calls Change
+$7.24M

Top Buyers

1
BlackRock
BlackRock
New York
+$199M
2
Bank of America
Bank of America
North Carolina
+$122M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$121M
4
UBS Group
UBS Group
Switzerland
+$114M
5
SIM
Scottrade Investment Management
Missouri
+$104M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$118M
2
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$82.4M
3
Bessemer Group
Bessemer Group
New Jersey
-$81.3M
4
Wells Fargo
Wells Fargo
California
-$71.3M
5
Citigroup
Citigroup
New York
-$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
726
Welch & Forbes
Massachusetts
$412K -$3.71K -50 -0.9%
CPA
727
Clear Perspective Advisors
Illinois
$409K +$89K +1,198 +28%
SYBT
728
Stock Yards Bank & Trust
Kentucky
$407K -$2.82K -38 -0.7%
RC
729
RegentAtlantic Capital
New Jersey
$404K -$104K -1,404 -20%
MCM
730
Maryland Capital Management
Maryland
$403K – – –
ZIC
731
ZWJ Investment Counsel
Georgia
$402K +$37.3K +503 +10%
SC
732
Scotia Capital
Ontario, Canada
$401K +$7.94K +107 +2%
B
733
Brightworth
Georgia
$399K +$399K +5,374 New
BUB
734
BBVA USA Bancshares
Texas
$398K +$7.49K +101 +2%
PCA
735
Peddock Capital Advisors
Massachusetts
$397K -$5.79K -78 -1%
Fisher Asset Management
736
Fisher Asset Management
Washington
$389K +$389K +5,238 New
WAP
737
Wealthcare Advisory Partners
Pennsylvania
$387K +$377K +5,080 +3,908%
OWM
738
Orgel Wealth Management
Wisconsin
$386K +$386K +5,205 New
LIA
739
LS Investment Advisors
Michigan
$385K – – –
ZF
740
Zhang Financial
Michigan
$382K – – –
CBT
741
Capital Bank & Trust
California
$379K +$297K +4,000 +363%
AllianceBernstein
742
AllianceBernstein
Tennessee
$374K -$69.2K -932 -16%
GC
743
Gibson Capital
Pennsylvania
$374K – – –
SAS
744
Stelac Advisory Services
New York
$373K – – –
FC
745
Ferris Capital
Massachusetts
$371K -$24.6K -332 -6%
SLG
746
Stanley-Laman Group
Pennsylvania
$368K -$53.2K -717 -13%
EHC
747
Everett Harris & Co
California
$367K +$367K +4,940 New
Pacer Advisors
748
Pacer Advisors
Pennsylvania
$363K – – –
BFEC
749
Benjamin F. Edwards & Company
Missouri
$362K +$187K +2,525 +107%
CMP
750
Courage Miller Partners
Virginia
$361K -$3.12K -42 -0.9%
28 29
30
31 32