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 %
OSNBOA
851
Old Second National Bank of Aurora
Illinois
$15K – – –
BTIS
852
BB&T Investment Services
North Carolina
$15K +$15K +206 New
HPBT
853
High Point Bank & Trust
North Carolina
$14K – – –
TCM
854
Tradewinds Capital Management
Washington
$14K – – –
FCT
855
Family Capital Trust
Massachusetts
$13K -$1.38K -20 -10%
LCM
856
Liberty Capital Management
Michigan
$13K – – –
CG
857
Cutler Group
California
$13K +$13K +202 New
LWA
858
Lowe Wealth Advisors
Maryland
$10K -$3.43K -50 -26%
PCTC
859
Perkins Coie Trust Company
Washington
$9K +$9K +138 New
LWM
860
Lenox Wealth Management
Ohio
$8K – – –
BWM
861
Baystate Wealth Management
Massachusetts
$8K +$8K +110 New
JCM
862
Jacobi Capital Management
Pennsylvania
$8K +$8K +120 New
CTB
863
Country Trust Bank
Illinois
$7K +$7K +100 New
FWM
864
Focused Wealth Management
New York
$5K – – –
AIM
865
Anchor Investment Management
South Carolina
$4.95K – – –
MIM
866
Macroview Investment Management
Maryland
$4K – – –
MFW
867
Mosaic Family Wealth
Missouri
$3K – – –
UBS AM
868
UBS AM
Illinois
$2K +$2K +28 New
KIG
869
Kessler Investment Group
Indiana
$1K – – –
PK
870
Pflug Koory
Nebraska
$6 +$6 +80 New
CS
871
Credit Suisse
Switzerland
– -$149M -2,400,274 Closed
TC
872
Telemus Capital
Michigan
– -$24.1M -388,636 Closed
SOMRS
873
State of Michigan Retirement System
Michigan
– -$23.1M -372,000 Closed
PL
874
Parkwood LLC
Ohio
– -$6.31M -101,600 Closed
MWM
875
Merriman Wealth Management
Washington
– -$6.27M -101,044 Closed
32 33 34
35
36