IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

868 hedge funds and large institutions have $15.6B invested in iShares Core S&P Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 381 increasing their positions, 218 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+119
Holders Change %
+15.89%
% of All Funds
21.73%
Holding in Top 10
162
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+48.62%
% of All Funds
4.06%
New
159
Increased
381
Reduced
218
Closed
30
Calls
$38M
Puts
$28M
Net Calls
+$10M
Net Calls Change
-$11.4M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.8B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$262M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$470M
4
Bank of America
Bank of America
North Carolina
$1.04B
5
Morgan Stanley
Morgan Stanley
New York
$698M

Top Sellers

1
CS
Credit Suisse
Switzerland
$0
2
RIG
RiverFront Investment Group
Virginia
$46.9M
3
VA
Valmark Advisers
Ohio
$314M
4
SMM
Stadion Money Management
Georgia
$152M
5
TC
Telemus Capital
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
751
Blue Fin Capital
Rhode Island
$227K +$227K +3,300 New
TF
752
Tompkins Financial
New York
$226K -$13.7K -200 -6%
SFPM
753
Sensible Financial Planning & Management
Massachusetts
$226K – – –
WC
754
Woodstock Corp
Massachusetts
$223K – – –
SF
755
Synovus Financial
Georgia
$223K +$78.4K +1,138 +54%
KTC
756
Kistler-Tiffany Companies
Pennsylvania
$222K -$13.6K -198 -6%
WSTAM
757
Wilbanks Smith & Thomas Asset Management
Virginia
$221K +$221K +3,220 New
MWAC
758
Mariner Wealth Advisors (Cincinnati)
Ohio
$220K -$29.9K -434 -12%
DLHL
759
Donald L. Hagan LLC
Florida
$219K -$1.51K -22 -0.7%
S
760
SignatureFD
Georgia
$219K – – –
PA
761
Probity Advisors
Texas
$219K +$219K +3,184 New
ECAM
762
East Coast Asset Management
Massachusetts
$218K +$218K +3,166 New
AIP
763
Ahrens Investment Partners
Louisiana
$217K +$217K +3,152 New
MHS
764
M Holdings Securities
Oregon
$215K +$215K +3,122 New
MLIC
765
Mandatum Life Insurance Company
Finland
$214K -$15.4K -224 -7%
LAIC
766
Lederer & Associates Investment Counsel
California
$214K +$214K +3,110 New
SFM
767
Signature Financial Management
Virginia
$212K +$212K +3,086 New
KP
768
Keel Point
Alabama
$212K +$212K +3,090 New
FA
769
FC Advisory
Pennsylvania
$211K +$211K +3,052 New
BHIA
770
Birch Hill Investment Advisors
Massachusetts
$210K – – –
CBTWT
771
Community Bank & Trust (Waco, Texas)
Texas
$210K +$210K +3,048 New
WB
772
Webster Bank
Connecticut
$203K +$203K +2,952 New
WCM
773
Wealthcare Capital Management
Virginia
$202K +$275 +4 +0.1%
TFO
774
Tarbox Family Office
California
$199K – – –
CFA
775
Carroll Financial Associates
North Carolina
$195K +$37.1K +540 +23%
29 30
31
32 33