iShares Core S&P Small-Cap ETF
IJR
910 hedge funds and large institutions have $17.8B invested in iShares Core S&P Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 411 increasing their positions, 298 reducing their positions, and 42 closing their positions.
131% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 42
42% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $11.3M
38% more repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 298
14% more capital invested
Capital invested by funds: $15.6B → $17.8B (+$2.19B)
6% more funds holding in top 10
Funds holding in top 10: 162 → 171 (+9)
5% more funds holding
Funds holding: 869 → 910 (+41)
59.28% less ownership
Funds ownership: 118.35% → 59.07% (-59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$268M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$225M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$213M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$180M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$89.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$41.9M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$35.5M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$32.4M |
| 4 |
CC
Cadinha & Co
Honolulu,
Hawaii
|
-$31.8M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$31.4M |
IJR Hedge Fund Activity: Q1 2017 in Review
910 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2017, worth a combined $17.8B — up 14% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new IJR positions and 42 closed out — a net gain of 55 holders — while 411 added to existing stakes and 298 trimmed.
The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Valmark Advisers, cutting an estimated $41.9M.
- 910 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2017, up from 869 in Q4 2016.
- Funds reported $17.8B of iShares Core S&P Small-Cap ETF stock for Q1 2017, up 14% quarter-over-quarter.
- 97 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2017 and 42 closed out, a net change of +55 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2017 was BlackRock, an estimated $268M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2017 was Valmark Advisers, an estimated $41.9M sold.
Based on aggregated 13F filings for Q1 2017.