IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,052 hedge funds and large institutions have $50.2B invested in iShares Core S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 971 increasing their positions, 735 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+11
Holders Change %
+0.54%
% of All Funds
32.47%
Holding in Top 10
351
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.57%
% of All Funds
5.55%
New
140
Increased
971
Reduced
735
Closed
103
Calls
$65.5M
Puts
$101M
Net Calls
-$35.7M
Net Calls Change
+$233M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$228M
2
US Bancorp
US Bancorp
Minnesota
+$177M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$120M
4
HI
Horizon Investments
North Carolina
+$114M
5
Bank of America
Bank of America
North Carolina
+$109M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$375M
2
HNB
Huntington National Bank
Ohio
-$278M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$172M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
5
Charles Schwab
Charles Schwab
California
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWTB
776
First Western Trust Bank
Colorado
$3.99M +$3.99M +36,588 New
VFPW
777
Vantage Financial Partners (Wisconsin)
Wisconsin
$3.97M -$8.57M -79,413 -68%
WCP
778
Wick Capital Partners
Pennsylvania
$3.97M +$2.62M +24,315 +195%
TCOT
779
Trust Company of Toledo
Ohio
$3.96M -$5.72K -53 -0.1%
EFS
780
Essex Financial Services
Connecticut
$3.95M +$579K +5,366 +17%
CWS
781
Cypress Wealth Services
California
$3.94M +$186K +1,722 +5%
EPM
782
Elm Partners Management
Pennsylvania
$3.91M +$1.11M +10,255 +39%
SXL
783
Summit X LLC
Missouri
$3.91M -$1.39M -12,839 -26%
NL
784
NEPC LLC
Massachusetts
$3.9M -$489K -4,532 -11%
VIM
785
Vista Investment Management
Pennsylvania
$3.9M +$159K +1,476 +4%
TA
786
Tectonic Advisors
Texas
$3.89M – – –
PL
787
Parthenon LLC
Kentucky
$3.88M +$382K +3,540 +11%
PCA
788
Permit Capital Advisors
Pennsylvania
$3.87M +$3.87M +36,012 New
RW
789
RVW Wealth
California
$3.86M -$9.06K -84 -0.2%
AWA
790
Arete Wealth Advisors
Illinois
$3.83M -$417K -3,863 -10%
CFA
791
Cahill Financial Advisors
Minnesota
$3.83M +$124K +1,147 +3%
CIAS
792
Capital Investment Advisory Services
North Carolina
$3.83M +$105K +970 +3%
NAG
793
Northstar Advisory Group
New Jersey
$3.81M +$3.52M +32,588 +1,216%
VPW
794
Vericrest Private Wealth
Pennsylvania
$3.79M -$27.4K -254 -0.7%
FCA
795
FLC Capital Advisors
California
$3.78M -$56.5K -524 -1%
VC
796
Vestor Capital
Illinois
$3.78M -$1.76M -16,350 -32%
ATC
797
Adirondack Trust Company
New York
$3.76M -$248K -2,297 -6%
PP
798
PrairieView Partners
Minnesota
$3.76M +$715K +6,632 +23%
FTC
799
Farmers Trust Company
Ohio
$3.76M -$1.3K -12 -0%
TC
800
Telemus Capital
Michigan
$3.76M -$117K -1,089 -3%
30 31
32
33 34