IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,785 hedge funds and large institutions have $47.9B invested in iShares Core S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 772 increasing their positions, 682 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+63
Holders Change %
+3.66%
% of All Funds
31.43%
Holding in Top 10
343
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+18.28%
% of All Funds
6.04%
New
147
Increased
772
Reduced
682
Closed
63
Calls
$255M
Puts
$342M
Net Calls
-$87.1M
Net Calls Change
-$227M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$475M
2
Bank of America
Bank of America
North Carolina
+$383M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
4
Morgan Stanley
Morgan Stanley
New York
+$167M
5
PPFA
Provida Pension Fund Administrator
Chile
+$162M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$689M
2
FCAS
First Command Advisory Services
Texas
-$176M
3
Citigroup
Citigroup
New York
-$150M
4
HNB
Huntington National Bank
Ohio
-$114M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFMG
851
Sage Financial Management Group
Virginia
$2.5M -$652K -6,002 -21%
CIA
852
Choate Investment Advisors
Massachusetts
$2.5M -$38.9K -358 -2%
CFS
853
CRA Financial Services
New Jersey
$2.49M -$56.9K -524 -2%
GVAG
854
Great Valley Advisor Group
Delaware
$2.49M +$662K +6,099 +36%
OCM
855
Orion Capital Management
California
$2.47M +$178K +1,637 +8%
MCIA
856
Mountain Capital Investment Advisors
Colorado
$2.47M +$1.42M +13,077 +136%
NNP
857
Nachman Norwood & Parrott
South Carolina
$2.46M -$34.5K -318 -1%
EI
858
Ellevest Inc
New York
$2.46M – – –
SAG
859
Spotlight Asset Group
Illinois
$2.46M -$62.7K -578 -2%
GSEP
860
Golden State Equity Partners
California
$2.45M +$548K +5,050 +29%
LWM
861
Liberty Wealth Management
California
$2.45M – – –
BAM
862
Baldrige Asset Management
Pennsylvania
$2.44M -$154K -1,423 -6%
MWM
863
Maltin Wealth Management
New Jersey
$2.44M +$118K +1,090 +5%
CAM
864
Cozad Asset Management
Illinois
$2.42M +$146K +1,345 +6%
Legacy Financial Group (Iowa)
865
Legacy Financial Group (Iowa)
Iowa
$2.41M -$119K -1,096 -5%
AWM
866
Avior Wealth Management
Nebraska
$2.4M +$74K +682 +3%
RIA
867
Realta Investment Advisors
Delaware
$2.38M -$6.42M -59,168 -73%
CL
868
COWA LLC
Oklahoma
$2.38M +$656K +7,070 +38%
PIMG
869
Patriot Investment Management Group
Tennessee
$2.38M +$648K +5,974 +38%
IAIM
870
International Assets Investment Management
Florida
$2.37M +$1.13M +11,327 +91%
PO
871
Private Ocean
California
$2.37M +$27K +249 +1%
PPP
872
Private Portfolio Partners
New Jersey
$2.37M +$612K +5,636 +35%
WA
873
Winfield Associates
Ohio
$2.36M +$2.36M +21,785 New
GFP
874
Gryphon Financial Partners
Ohio
$2.36M +$104K +960 +5%
CG
875
Cutler Group
California
$2.36M +$1.65M +15,239 +234%
33 34
35
36 37