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 %
CFSG
851
Community Financial Services Group
Vermont
$485K +$130K +1,560 +37%
PD
852
Planning Directions
Pennsylvania
$483K +$33.9K +406 +8%
CCM
853
Coe Capital Management
Illinois
$481K -$10K -120 -2%
CWS
854
Cypress Wealth Services
California
$481K +$31.3K +375 +7%
NSB
855
Norway Savings Bank
Maine
$479K -$19.2K -230 -4%
IP
856
Intellectus Partners
California
$477K -$6.03K -72 -1%
PCA
857
Peddock Capital Advisors
Massachusetts
$474K -$3.09K -37 -0.6%
AAP
858
Arax Advisory Partners
Colorado
$472K +$25.4K +304 +6%
SHA
859
Seneca House Advisors
Virginia
$469K -$24.2K -290 -5%
LCM
860
Logan Capital Management
Pennsylvania
$465K +$156K +1,866 +50%
HCM
861
Howland Capital Management
Massachusetts
$459K – – –
KC
862
Kingfisher Capital
North Carolina
$458K +$119K +1,423 +35%
LIA
863
LS Investment Advisors
Michigan
$457K +$1.5K +18 +0.3%
BIA
864
Biondo Investment Advisors
Pennsylvania
$457K +$457K +5,470 New
VIA
865
Vantage Investment Advisors
Pennsylvania
$455K -$84 -1 -0%
MCM
866
Maryland Capital Management
Maryland
$455K +$1.75K +21 +0.4%
PAS
867
Partnervest Advisory Services
California
$451K +$61.7K +739 +16%
BFC
868
Bedel Financial Consulting
Indiana
$450K -$8.09K -97 -2%
SBIA
869
Sheaff Brock Investment Advisors
Indiana
$450K +$31.3K +375 +7%
BFG
870
Barber Financial Group
Kansas
$446K +$57.2K +685 +15%
WF
871
Welch & Forbes
Massachusetts
$446K +$158K +1,893 +55%
RFWA
872
RPg Family Wealth Advisory
Massachusetts
$446K +$171K +2,051 +62%
ACG
873
Allen Capital Group
Nebraska
$444K -$2.92K -35 -0.7%
WC
874
Weil Company
California
$444K +$31.9K +382 +8%
ZF
875
Zhang Financial
Michigan
$438K +$7.42K +88 +2%
33 34
35
36 37