IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,556 hedge funds and large institutions have $32.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 649 increasing their positions, 478 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+226
Holders Change %
+16.99%
% of All Funds
30.73%
Holding in Top 10
274
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+21.78%
% of All Funds
5.41%
New
281
Increased
649
Reduced
478
Closed
40
Calls
$63.7M
Puts
$5.43M
Net Calls
+$58.3M
Net Calls Change
-$104M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$423M
3
Truist Financial
Truist Financial
North Carolina
+$172M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$123M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$104M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$98.2M
3
HI
Horizon Investments
North Carolina
-$94.8M
4
M&T Bank
M&T Bank
New York
-$77.9M
5
BlackRock
BlackRock
New York
-$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHA
826
GW Henssler & Associates
Georgia
$1.53M -$1.41M -16,785 -48%
GEA
827
Glen Eagle Advisors
New Jersey
$1.53M +$14.9K +178 +1%
RPGK
828
Retirement Planning Group (Kansas)
Kansas
$1.52M -$7.72K -92 -0.5%
Invesco
829
Invesco
Georgia
$1.52M -$46.1K -550 -3%
KBFS
830
Kohmann Bosshard Financial Services
Ohio
$1.51M – – –
OWA
831
Outlook Wealth Advisors
Texas
$1.51M -$1.76M -20,991 -54%
LPIC
832
LeJeune Puetz Investment Counsel
Michigan
$1.5M -$41.6K -496 -3%
LNB
833
Ledyard National Bank
$1.49M +$6.29K +75 +0.4%
TNB
834
Thomasville National Bank
Georgia
$1.49M +$1.01K +12 +0.1%
Schroder Investment Management Group
835
Schroder Investment Management Group
United Kingdom
$1.47M – – –
LWCFA
836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.45M -$335 -4 -0%
FMII
837
Farmers & Merchants Investments Inc
Nebraska
$1.45M -$101K -1,207 -7%
MSAM
838
Moloney Securities Asset Management
Missouri
$1.44M +$25.2K +301 +2%
KAH
839
Kathryn A. Hall
$1.44M – – –
BAC
840
Boys Arnold & Co
North Carolina
$1.44M +$51.4K +613 +4%
CFA
841
Cahill Financial Advisors
Minnesota
$1.44M +$20.2K +241 +1%
GPA
842
Garrison Point Advisors
California
$1.44M +$23.1K +276 +2%
FHC
843
First Heartland Consultants
Missouri
$1.44M +$228K +2,720 +19%
PAS
844
Partnervest Advisory Services
California
$1.43M -$421K -5,023 -23%
WAP
845
Wealthcare Advisory Partners
Pennsylvania
$1.43M +$247K +2,946 +21%
SCM
846
SOL Capital Management
Maryland
$1.43M +$219K +2,610 +18%
RI
847
RPTC Inc
Wyoming
$1.42M – – –
GIA
848
Gladstone Institutional Advisory
Florida
$1.42M +$144K +1,720 +11%
SAG
849
Spotlight Asset Group
Illinois
$1.42M +$1.42M +23,206 New
PFGIA
850
Patriot Financial Group Insurance Agency
Massachusetts
$1.41M +$187K +2,234 +15%
32 33
34
35 36