IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$227M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
CWM
Circle Wealth Management
New Jersey
+$199M
4
Citigroup
Citigroup
New York
+$130M
5
Comerica Bank
Comerica Bank
Texas
+$120M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$237M
2
MRC
Millburn Ridgefield Corp
New York
-$82.5M
3
CCA
Catalyst Capital Advisors
New York
-$82.5M
4
HI
Horizon Investments
North Carolina
-$71.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
751
Vista Investment Management
Pennsylvania
$3.88M +$52.4K +555 +1%
DFC
752
DBK Financial Counsel
Ohio
$3.87M -$107K -1,132 -3%
WCM
753
Windsor Capital Management
Arizona
$3.87M -$130K -1,375 -3%
ASFA
754
All Season Financial Advisors
Colorado
$3.84M -$1.42M -15,080 -27%
TWM
755
TMD Wealth Management
Arizona
$3.83M +$3.22M +34,161 +530%
S
756
SignatureFD
Georgia
$3.82M +$143K +1,517 +4%
PAG
757
Private Advisory Group
Washington
$3.81M -$138K -1,465 -4%
AWC
758
Abundance Wealth Counselors
Pennsylvania
$3.8M +$3.8M +40,253 New
MSRPS
759
Maryland State Retirement & Pension System
Maryland
$3.8M +$2.95M +31,277 +349%
EWM
760
Evercore Wealth Management
New York
$3.79M +$843K +8,932 +29%
CRI
761
Colonial River Investments
Virginia
$3.79M -$197K -2,092 -5%
PIAS
762
PCA Investment Advisory Services
Ohio
$3.79M -$77.7K -824 -2%
SIAM
763
Sterling Investment Advisors (Missouri)
Missouri
$3.76M -$156K -1,649 -4%
GC
764
Garde Capital
Washington
$3.73M +$51.8K +549 +1%
NOI
765
Newton One Investments
Delaware
$3.71M -$780K -8,269 -17%
BFO
766
Biltmore Family Office
North Carolina
$3.7M +$450K +4,744 +14%
WFAG
767
Wescott Financial Advisory Group
Pennsylvania
$3.69M +$26.1K +277 +0.7%
NSB
768
Norway Savings Bank
Maine
$3.68M +$3.68M +39,043 New
PAS
769
Park Avenue Securities
New York
$3.67M +$304K +3,221 +9%
SI
770
Stephens Inc
Arkansas
$3.66M +$53.3K +565 +1%
AFS
771
AFG Fiduciary Services
Massachusetts
$3.64M -$1.44M -15,780 -28%
SS
772
Sound Stewardship
Kansas
$3.63M +$2.26K +24 +0.1%
AWAP
773
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.6M +$9.62K +102 +0.3%
1WM
774
1900 Wealth Management
Texas
$3.6M +$264K +2,796 +8%
WG
775
Watchman Group
Texas
$3.6M +$97.7K +1,036 +3%
29 30
31
32 33