IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,185 hedge funds and large institutions have $25.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 567 increasing their positions, 351 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+44
Holders Change %
+3.86%
% of All Funds
27.17%
Holding in Top 10
227
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+17.62%
% of All Funds
5.2%
New
84
Increased
567
Reduced
351
Closed
34
Calls
$30M
Puts
$29.4M
Net Calls
+$623K
Net Calls Change
+$5.97M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$235M
2
Bank of America
Bank of America
North Carolina
+$192M
3
Ameriprise
Ameriprise
Minnesota
+$177M
4
TAIM
TD Ameritrade Investment Management
Nebraska
+$95.8M
5
USAA
United Services Automobile Association
Texas
+$84.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$204M
2
HNB
Huntington National Bank
Ohio
-$134M
3
GT
Glenmede Trust
Pennsylvania
-$43M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$24.4M
5
VA
Valmark Advisers
Ohio
-$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
826
Shufro Rose & Co
New York
$556K – – –
EAM
827
Evanson Asset Management
California
$555K +$14.9K +178 +3%
EIG
828
Ellenbecker Investment Group
Wisconsin
$549K +$549K +6,579 New
KCP
829
KDI Capital Partners
North Carolina
$548K +$12.6K +151 +2%
PAI
830
Pittenger & Anderson Inc
Nebraska
$547K +$13.4K +161 +3%
CWA
831
Clarus Wealth Advisors
Arizona
$542K – – –
SCM
832
Sterling Capital Management
North Carolina
$538K – – –
OC
833
Oarsman Capital
Wisconsin
$537K -$107K -1,287 -17%
BI
834
Bredin Investment
Delaware
$537K – – –
HIS
835
Horizon Investment Services
Indiana
$537K +$36.7K +439 +7%
AF
836
Alerus Financial
North Dakota
$534K – – –
ACM
837
AlphaStar Capital Management
North Carolina
$533K -$20.5K -246 -4%
TCM
838
Tufton Capital Management
Maryland
$533K +$26.4K +317 +5%
BFA
839
Bragg Financial Advisors
North Carolina
$532K – – –
ST
840
Sageworth Trust
Pennsylvania
$530K – – –
MPM
841
Meritage Portfolio Management
Kansas
$524K -$41.1K -492 -7%
DACG
842
Donor Advised Charitable Giving
California
$522K -$55.8K -669 -10%
PCM
843
Perritt Capital Management
Illinois
$520K +$19.3K +231 +4%
S
844
SignatureFD
Georgia
$518K +$119K +1,422 +30%
NAM
845
North American Management
Massachusetts
$514K -$57.5K -689 -10%
CCP
846
Corient Capital Partners
California
$513K – – –
PAM
847
Peak Asset Management
Colorado
$508K +$6.67K +80 +1%
MWM
848
Meridian Wealth Management
Kentucky
$502K -$75.1K -900 -13%
VCM
849
Vivaldi Capital Management
Illinois
$495K -$4.76K -57 -1%
CSIC
850
Clifford Swan Investment Counsel
California
$487K – – –
32 33
34
35 36