IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,305 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 593 increasing their positions, 401 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+88
Holders Change %
+7.23%
% of All Funds
29.12%
Holding in Top 10
234
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4%
% of All Funds
5.22%
New
207
Increased
593
Reduced
401
Closed
107
Calls
$116M
Puts
$31.9M
Net Calls
+$84.3M
Net Calls Change
+$92.5M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$281M
2
State Street
State Street
Massachusetts
+$214M
3
Bank of America
Bank of America
North Carolina
+$142M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$93.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$244M
2
CWM
Cornerstone Wealth Management
Missouri
-$241M
3
CSIA
Charles Schwab Investment Advisory
California
-$185M
4
HNB
Huntington National Bank
Ohio
-$181M
5
Wells Fargo
Wells Fargo
California
-$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
851
TD Asset Management
Ontario, Canada
$701K -$75.5K -860 -10%
NNP
852
Nachman Norwood & Parrott
South Carolina
$699K +$699K +10,086 New
HCC
853
Hirtle Callaghan & Co
Pennsylvania
$693K – – –
SWM
854
Sequoia Wealth Management
Illinois
$691K -$1.68M -24,234 -71%
PIA
855
Peachtree Investment Advisors
Georgia
$691K +$691K +9,975 New
CWS
856
Cypress Wealth Services
California
$690K +$211K +3,042 +44%
RBFC
857
Roman Butler Fullerton & Co
Missouri
$690K +$690K +9,338 New
EWA
858
Exencial Wealth Advisors
Oklahoma
$685K +$83.3K +1,202 +14%
MIM
859
Macroview Investment Management
Maryland
$685K +$629K +9,071 +1,117%
PCA
860
Providence Capital Advisors
North Carolina
$679K +$149K +2,148 +28%
OMC
861
Overbrook Management Corp
New York
$677K -$2.71M -39,111 -80%
PG
862
Patten Group
Tennessee
$675K -$15.9K -229 -2%
DIA
863
Dana Investment Advisors
Wisconsin
$671K -$89.1K -1,285 -12%
SEI Investments
864
SEI Investments
Pennsylvania
$666K +$400K +5,758 +150%
PWM
865
Paulson Wealth Management
Illinois
$663K +$1.57K +21 +0.2%
BPCE
866
Bank Pictet & Cie (Europe)
Germany
$654K -$39.2K -565 -6%
JFG
867
JMG Financial Group
Illinois
$652K -$28.7K -414 -4%
NP
868
NorthRock Partners
Minnesota
$651K -$4.62K -65 -0.7%
KPAG
869
KLS Professional Advisors Group
New York
$651K – – –
ODIJL
870
One Day In July LLC
Vermont
$651K +$651K +9,396 New
TCB
871
Texas Capital Bancshares
Texas
$650K +$478K +6,893 +277%
G
872
Gainplan
Michigan
$647K +$1.46K +21 +0.2%
DDC
873
DF Dent & Co
Maryland
$645K – – –
NSIM
874
North Star Investment Management
Illinois
$641K -$42.5K -614 -6%
HCMT
875
Highland Capital Management (Tennessee)
Tennessee
$638K +$4.16K +60 +0.7%
33 34
35
36 37