IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,346 hedge funds and large institutions have $27.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 451 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+41
Holders Change %
+3.14%
% of All Funds
29.18%
Holding in Top 10
238
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.71%
% of All Funds
5.16%
New
124
Increased
645
Reduced
451
Closed
61
Calls
$177M
Puts
$13.3M
Net Calls
+$164M
Net Calls Change
+$79.9M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$261M
2
FCAS
First Command Advisory Services
Texas
+$239M
3
BlackRock
BlackRock
New York
+$235M
4
S
Schroders
United Kingdom
+$186M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$125M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$171M
2
State Street
State Street
Massachusetts
-$144M
3
HNB
Huntington National Bank
Ohio
-$137M
4
Wells Fargo
Wells Fargo
California
-$98.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
826
Alpha Omega Wealth Management
Virginia
$969K – – –
TFA
827
Transamerica Financial Advisors
Florida
$968K -$6.54M -84,798 -87%
TTWM
828
TCV Trust & Wealth Management
Virginia
$954K +$7.72K +100 +0.8%
BDF
829
Balasa Dinverno & Foltz
$948K +$699K +9,054 +280%
WAP
830
Wealthcare Advisory Partners
Pennsylvania
$935K +$12.8K +166 +1%
TH
831
TCTC Holdings
Texas
$932K -$38.6K -500 -4%
VWM
832
Venturi Wealth Management
Texas
$927K -$816K -10,450 -47%
FIM
833
Freedom Investment Management
Connecticut
$926K +$926K +12,005 New
PMFA
834
Plante Moran Financial Advisors
Michigan
$890K -$24.2K -313 -3%
GG
835
GenWealth Group
New Jersey
$887K -$8.27K -106 -0.9%
SGCA
836
Steel Grove Capital Advisors
Tennessee
$882K -$331K -4,283 -27%
CBU
837
CIBC Bank USA
Illinois
$882K -$264K -3,421 -23%
MIC
838
Meridian Investment Counsel
California
$882K – – –
WEC
839
Winslow Evans & Crocker
Massachusetts
$878K +$3.1K +40 +0.4%
MFT
840
Moisand Fitzgerald Tamayo
Florida
$874K -$13.8K -179 -2%
PSUF
841
People's United Financial
Connecticut
$873K +$36.4K +472 +4%
IAA
842
Independent Advisor Alliance
North Carolina
$866K -$22.9K -297 -3%
JCM
843
Jacobi Capital Management
Pennsylvania
$866K +$293K +3,800 +51%
TA
844
Townsend & Associates
Colorado
$864K +$55.7K +722 +7%
MBTD
845
Mechanics Bank - Trust Department
California
$840K – – –
BWP
846
Bernardo Wealth Planning
Pennsylvania
$837K -$29.8K -386 -3%
PAI
847
Pittenger & Anderson Inc
Nebraska
$837K +$34.3K +444 +4%
WWM
848
Willingdon Wealth Management
North Carolina
$833K +$50.2K +651 +6%
VDFA
849
Vickerman & Driscoll Financial Advisors
Washington
$827K +$5.94K +77 +0.7%
FBA
850
Front Barnett Associates
Illinois
$821K +$1.93K +25 +0.2%
32 33
34
35 36