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

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
RIG
2
RiverFront Investment Group
Virginia
$46.9M
3
VA
3
Valmark Advisers
Ohio
$314M
4
SMM
4
Stadion Money Management
Georgia
$152M
5
TC
5
Telemus Capital
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMC
801
American Research & Management Company
Massachusetts
$102K – – –
AF
802
Allworth Financial
California
$89K -$3.71K -54 -4%
IDBONY
803
Israel Discount Bank of New York
New York
$89K +$89K +1,300 New
GI
804
Gradient Investments
Minnesota
$87K -$25.7K -376 -23%
KF
805
Krilogy Financial
Missouri
$85K +$550 +8 +0.7%
SHJ
806
Sharkey, Howes & Javer
Colorado
$84K +$84K +1,224 New
WTB
807
Washington Trust Bank
Washington
$79K +$23.2K +336 +42%
CGT
808
Capital Guardian Trust
California
$76K – – –
FMII
809
Farmers & Merchants Investments Inc
Nebraska
$70K -$45.7K -664 -40%
SIG
810
Stanford Investment Group
California
$70K – – –
MBT
811
Monroe Bank & Trust
Michigan
$69K +$69K +1,000 New
BWA
812
Burt Wealth Advisors
Maryland
$67K -$10.6K -154 -14%
BC
813
Barnett & Company
Tennessee
$66K – – –
MRCM
814
M&R Capital Management
New Jersey
$65K – – –
CFA
815
Camarda Financial Advisors
Florida
$63K +$63K +912 New
ACS
816
Archford Capital Strategies
Illinois
$62K – – –
WAS
817
WESPAC Advisors SoCal
California
$61.2K +$61.2K +890 New
PSUF
818
People's United Financial
Connecticut
$58K – – –
HR
819
Howe & Rusling
New York
$58K +$38.5K +556 +197%
TWA
820
TCI Wealth Advisors
Arizona
$50K – – –
PAI
821
Pittenger & Anderson Inc
Nebraska
$50K +$6.49K +94 +15%
Thrivent Financial for Lutherans
822
Thrivent Financial for Lutherans
Minnesota
$50K +$27.9K +408 +127%
JIC
823
Joel Isaacson & Co
New York
$48K – – –
KPCM
824
Kings Point Capital Management
New York
$48K +$3.81K +56 +9%
RFA
825
Reilly Financial Advisors
California
$46K -$12.6K -184 -21%
31 32
33
34 35