IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,330 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 591 increasing their positions, 509 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
29.21%
Holding in Top 10
225
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.17%
% of All Funds
4.94%
New
67
Increased
591
Reduced
509
Closed
54
Calls
$167M
Puts
$4.52M
Net Calls
+$162M
Net Calls Change
+$3.32M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$343M
2
PPFA
Provida Pension Fund Administrator
Chile
+$169M
3
Citigroup
Citigroup
New York
+$89.4M
4
HI
Horizon Investments
North Carolina
+$87.2M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$86.9M

Top Sellers

1
S
Schroders
United Kingdom
-$185M
2
Wells Fargo
Wells Fargo
California
-$158M
3
HNB
Huntington National Bank
Ohio
-$150M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
876
Tranquility Partners
Tennessee
$795K +$186K +2,395 +31%
RWP
877
RWA Wealth Partners
Massachusetts
$782K +$288K +3,704 +58%
SC
878
Scotia Capital
Ontario, Canada
$775K -$80.1K -1,029 -9%
CCA
879
Clearwater Capital Advisors
Illinois
$775K -$34.9K -449 -4%
DCM
880
Donaldson Capital Management
Indiana
$774K +$467 +6 +0.1%
PWM
881
Paulson Wealth Management
Illinois
$772K +$1.17K +15 +0.2%
GM
882
GeoWealth Management
Illinois
$771K +$771K +9,903 New
AFM
883
Andesa Financial Management
Pennsylvania
$768K +$932 +12 +0.1%
GFP
884
Gryphon Financial Partners
Ohio
$768K +$24.7K +317 +3%
FIM
885
Freedom Investment Management
Connecticut
$766K -$113K -1,447 -13%
UTC
886
Unified Trust Company
Kentucky
$766K +$24K +309 +3%
CHC
887
City Holding Co
West Virginia
$766K +$53.7K +690 +8%
CC
888
Cadinha & Co
Hawaii
$762K +$43.3K +557 +6%
PD
889
Planning Directions
Pennsylvania
$759K -$2.57K -33 -0.3%
PG
890
Patten Group
Tennessee
$753K -$130K -1,674 -15%
WPIC
891
White Pine Investment Company
Michigan
$752K +$70.4K +905 +10%
NNP
892
Nachman Norwood & Parrott
South Carolina
$749K -$34.9K -448 -4%
RBFC
893
Roman Butler Fullerton & Co
Missouri
$749K -$33.6K -432 -4%
ACG
894
Allen Capital Group
Nebraska
$746K -$14.6K -194 -2%
AFP
895
Ausdal Financial Partners
Iowa
$746K +$89.1K +1,145 +14%
SFG
896
StrategIQ Financial Group
Indiana
$744K +$52.9K +680 +8%
ODIJL
897
One Day In July LLC
Vermont
$742K – – –
DE
898
Day & Ennis
Georgia
$741K -$6.69K -86 -0.9%
MFW
899
Mosaic Family Wealth
Missouri
$739K -$113K -1,449 -13%
CIBC World Market
900
CIBC World Market
Ontario, Canada
$736K -$44.5K -572 -6%
34 35
36
37 38