IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.72%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$216M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$132M
3
US Bancorp
US Bancorp
Minnesota
+$114M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
RJA
Raymond James & Associates
Florida
+$105M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$247M
2
CAM
Cresset Asset Management
Illinois
-$237M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$120M
4
HI
Horizon Investments
North Carolina
-$116M
5
BlackRock
BlackRock
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMT
776
Heritage Wealth Management (Texas)
Texas
$3.55M -$34.6K -358 -1%
VFPI
777
Vantage Financial Partners (Illinois)
Illinois
$3.55M -$187K -1,930 -5%
SB
778
Strategic Blueprint
Georgia
$3.52M -$156K -1,614 -4%
ST
779
Spinnaker Trust
Maine
$3.51M -$57.8K -598 -2%
AWAP
780
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.51M +$89.7K +928 +3%
BAM
781
Belpointe Asset Management
Nevada
$3.51M -$995K -10,286 -22%
CW
782
CIC Wealth
Maryland
$3.51M -$45.6K -472 -1%
Luther King Capital Management (LKCM)
783
Luther King Capital Management (LKCM)
Texas
$3.5M -$3.42M – –
SI
784
Stephens Inc
Arkansas
$3.49M +$668K +6,912 +24%
CFA
785
Cahill Financial Advisors
Minnesota
$3.49M +$226K +2,333 +7%
NHT
786
New Hampshire Trust
New Hampshire
$3.48M -$98.3K -1,017 -3%
CFG
787
Citizens Financial Group
Rhode Island
$3.48M -$934K -9,661 -21%
TA
788
Tectonic Advisors
Texas
$3.48M -$11.9K -123 -0.3%
ATC
789
Adirondack Trust Company
New York
$3.48M -$15.2K -157 -0.4%
LDB
790
Lee, Danner & Bass
Tennessee
$3.46M -$19.8K -205 -0.6%
EFS
791
Econ Financial Services
Pennsylvania
$3.46M +$3.46M +35,734 New
GWP
792
Gateway Wealth Partners
Wisconsin
$3.45M -$308K -3,186 -8%
LWMNY
793
Landmark Wealth Management (New York)
New York
$3.43M +$662K +6,846 +24%
FWTB
794
First Western Trust Bank
Colorado
$3.43M -$100K -1,038 -3%
UL
795
Unionview LLC
Washington
$3.42M +$156K +1,614 +5%
PLU
796
Performa Ltd (US)
South Carolina
$3.42M +$809K +8,363 +31%
TCOT
797
Trust Company of Toledo
Ohio
$3.41M -$131K -1,350 -4%
VC
798
Vestor Capital
Illinois
$3.38M -$64.4K -666 -2%
WEG
799
World Equity Group
Illinois
$3.37M +$1.47M +13,225 +78%
SFA
800
Souders Financial Advisors
Ohio
$3.36M +$1,000K +10,339 +42%
30 31
32
33 34