IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,785 hedge funds and large institutions have $47.9B invested in iShares Core S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 772 increasing their positions, 682 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+63
Holders Change %
+3.66%
% of All Funds
31.43%
Holding in Top 10
343
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+18.28%
% of All Funds
6.04%
New
147
Increased
772
Reduced
682
Closed
63
Calls
$255M
Puts
$342M
Net Calls
-$87.1M
Net Calls Change
-$227M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$475M
2
Bank of America
Bank of America
North Carolina
+$383M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
4
Morgan Stanley
Morgan Stanley
New York
+$167M
5
PPFA
Provida Pension Fund Administrator
Chile
+$162M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$689M
2
FCAS
First Command Advisory Services
Texas
-$176M
3
Citigroup
Citigroup
New York
-$150M
4
HNB
Huntington National Bank
Ohio
-$114M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPB
776
Badgley, Phelps & Bell
Washington
$3.16M -$5.43K -50 -0.2%
SAA
777
Southeast Asset Advisors
Georgia
$3.13M -$248K -2,288 -7%
SDWMA
778
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.12M +$226K +2,084 +8%
SAF
779
Smith Anglin Financial
Texas
$3.12M +$3.12M +28,759 New
GWMIA
780
Global Wealth Management Investment Advisory
Florida
$3.12M -$451K -4,158 -13%
TNBTD
781
Trustmark National Bank Trust Department
Mississippi
$3.11M +$569K +5,241 +22%
Lido Advisors
782
Lido Advisors
California
$3.1M +$515K +4,741 +20%
EFSCE
783
Enterprise Financial Services Corp (EFSC)
Missouri
$3.1M -$16.9K -156 -0.5%
PWW
784
Pettyjohn Wood & White
Virginia
$3.05M +$53.8K +496 +2%
C
785
Clearshares
New York
$3.04M +$3.04M +28,023 New
CFB
786
Cullen/Frost Bankers
Texas
$3.04M -$91.8K -846 -3%
WA
787
WBH Advisory
Maryland
$2.99M +$87.1K +803 +3%
RWRC
788
R.W. Roge & Company
New York
$2.99M +$615K +5,667 +26%
First Manhattan
789
First Manhattan
New York
$2.98M -$357K -3,294 -11%
AIP
790
Ameritas Investment Partners
Nebraska
$2.98M +$25.8K +238 +0.9%
SC
791
Sepio Capital
Utah
$2.97M -$1.05M -9,680 -26%
WF
792
Williams Financial
Vermont
$2.97M +$1.58M +14,530 +113%
DP
793
Denver PWM
Colorado
$2.94M +$100K +1,425 +4%
SFO
794
Standard Family Office
South Dakota
$2.93M – – –
UBG
795
United Bank (Georgia)
Georgia
$2.92M -$375K -3,452 -11%
LGA
796
Lebenthal Global Advisors
New York
$2.91M +$2.91M +26,819 New
EPM
797
Elm Partners Management
Pennsylvania
$2.91M -$81.3K -749 -3%
WPIC
798
White Pine Investment Company
Michigan
$2.91M +$228K +2,101 +9%
PFA
799
Pathway Financial Advisors
Vermont
$2.9M -$124K -1,128 -4%
FIA
800
Foundations Investment Advisors
Arizona
$2.88M +$1.77M +16,248 +159%
30 31
32
33 34