IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,380 hedge funds and large institutions have $21.5B invested in iShares Core S&P Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 543 increasing their positions, 655 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
-176
Holders Change %
-11.31%
% of All Funds
30.48%
Holding in Top 10
200
Holding in Top 10 Change
-74
Holding in Top 10 Change %
-27.01%
% of All Funds
4.42%
New
84
Increased
543
Reduced
655
Closed
237
Calls
$24.3M
Puts
$26.6M
Net Calls
-$2.23M
Net Calls Change
-$60.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$590M
2
MRC
Millburn Ridgefield Corp
New York
+$172M
3
CCA
Catalyst Capital Advisors
New York
+$172M
4
PPFA
Provida Pension Fund Administrator
Chile
+$160M
5
FCAS
First Command Advisory Services
Texas
+$109M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$346M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$343M
3
HNB
Huntington National Bank
Ohio
-$158M
4
Ameriprise
Ameriprise
Minnesota
-$115M
5
UBS Group
UBS Group
Switzerland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
851
Moloney Securities Asset Management
Missouri
$777K -$189K -3,363 -20%
BCM
852
BTC Capital Management
Iowa
$776K +$374K +6,668 +93%
KPCM
853
Kings Point Capital Management
New York
$774K +$60.6K +1,080 +8%
WA
854
WP Advisors
California
$772K +$772K +13,761 New
AllianceBernstein
855
AllianceBernstein
Tennessee
$770K -$483K -8,606 -39%
NS
856
NewDay Solutions
New Hampshire
$759K -$2.56M -42,671 -77%
TIA
857
Tiemann Investment Advisors
California
$756K +$35.1K +626 +5%
CFFP
858
Center for Financial Planning
Michigan
$755K +$674K +12,014 +834%
HR
859
Hayden Royal
North Carolina
$755K +$31.1K +555 +4%
TCPWM
860
Traverso Chambers Private Wealth Management
California
$750K -$9.56M -170,409 -93%
LFA
861
Legacy Financial Advisors
Kentucky
$749K -$513K -8,104 -41%
RBC
862
Roble Belko & Company
Pennsylvania
$748K -$730K -13,007 -49%
JFG
863
JMG Financial Group
Illinois
$748K +$226K +4,027 +43%
AIA
864
Arcadia Investment Advisors
Idaho
$747K -$392K -6,988 -34%
TW
865
TrinityPoint Wealth
Connecticut
$746K -$82.5K -1,471 -10%
FMWA
866
Forvis Mazars Wealth Advisors
Missouri
$741K -$23.3K -415 -3%
VCM
867
Vivaldi Capital Management
Illinois
$741K +$37.7K +672 +5%
ADL
868
Asset Dedication LLC
California
$739K +$516K +9,190 +231%
FAN
869
Financial Advisors Network
California
$739K +$739K +13,170 New
FNC
870
First National Corp
Massachusetts
$737K +$28.7K +363 +4%
1IA
871
1834 Investment Advisors
Wisconsin
$734K +$1.46K +26 +0.2%
ACG
872
Allen Capital Group
Nebraska
$734K +$178K +3,171 +32%
ATWA
873
Arbor Trust Wealth Advisors
Michigan
$733K -$897 -16 -0.1%
PCFFS
874
Pacific Center for Financial Services
California
$729K -$3.79M -67,501 -84%
TW
875
Transform Wealth
Colorado
$729K +$101K +1,808 +16%
33 34
35
36 37