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 %
BC
851
Brio Consultants
California
$818K +$29.5K +383 +4%
KTM
852
Keeler Thomas Management
Utah
$815K – – –
CCA
853
Clearwater Capital Advisors
Illinois
$814K -$70.5K -913 -8%
SC
854
Scotia Capital
Ontario, Canada
$811K +$470K +6,100 +138%
ACG
855
Allen Capital Group
Nebraska
$808K -$13.7K -177 -2%
SWA
856
Stratos Wealth Advisors
Ohio
$808K +$8.11K +105 +1%
PL
857
Plancorp LLC
Missouri
$804K -$90.3K -1,170 -10%
SWP
858
Strategic Wealth Partners
Ohio
$803K -$261K -3,351 -25%
DIA
859
Dana Investment Advisors
Wisconsin
$799K +$52K +674 +7%
WSTAM
860
Wilbanks Smith & Thomas Asset Management
Virginia
$795K +$244K +3,161 +44%
AFM
861
Andesa Financial Management
Pennsylvania
$794K +$224K +2,889 +39%
BAM
862
Berkshire Asset Management
Pennsylvania
$786K +$168K +2,182 +27%
BAAM
863
Baker Avenue Asset Management
California
$783K -$51K -662 -6%
SW
864
SlateStone Wealth
Florida
$783K +$434K +5,623 +124%
NNP
865
Nachman Norwood & Parrott
South Carolina
$781K +$2.93K +38 +0.4%
RBFC
866
Roman Butler Fullerton & Co
Missouri
$778K +$57.9K +751 +8%
CIBC World Market
867
CIBC World Market
Ontario, Canada
$772K -$220K -2,849 -22%
PG
868
Patten Group
Tennessee
$770K +$18.4K +238 +2%
ACI
869
Alpha Cubed Investments
California
$760K -$46.6K -604 -6%
EWA
870
Exencial Wealth Advisors
Oklahoma
$760K -$2.47K -32 -0.3%
EWM
871
Endurance Wealth Management
Rhode Island
$760K +$62.9K +815 +9%
PWM
872
Paulson Wealth Management
Illinois
$757K +$71.8K +931 +10%
OMC
873
Overbrook Management Corp
New York
$754K – – –
DACG
874
Donor Advised Charitable Giving
California
$749K +$172K +2,230 +30%
PWP
875
Principle Wealth Partners
Connecticut
$740K -$107K -1,387 -13%
33 34
35
36 37