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iShares Core S&P Small-Cap ETF
IJR

2,049 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 1,024 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 59

98% more repeat investments, than reductions

Existing positions increased: 1,024 | Existing positions reduced: 518

17% more funds holding in top 10

Funds holding in top 10: 301 → 351 (+50)

13% more funds holding

Funds holding: 1,811 → 2,049 (+238)

11% more capital invested

Capital invested by funds: $47.2B → $52.3B (+$5.15B)

0.15% more ownership

Funds ownership: 69.27% → 69.42% (+0.15%)

72% less call options, than puts

Call options by funds: $107M | Put options by funds: $376M

Holders
2,049
Holders Change
+238
Holders Change %
+13.14%
% of All Funds
31.53%
Holding in Top 10
351
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.61%
% of All Funds
5.4%
New
331
Increased
1,024
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M

Top Buyers

Rank Fund Capital Flow
1
PPFA
Provida Pension Fund Administrator
Chile
+$433M
2
Bank of America
Bank of America
North Carolina
+$192M
3
Truist Financial
Truist Financial
North Carolina
+$174M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$170M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$161M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$375M
2
Morgan Stanley
Morgan Stanley
New York
-$306M
3
Barclays
Barclays
United Kingdom
-$125M
4
State Street
State Street
Massachusetts
-$91.5M
5
TI
Tidal Investments
Wisconsin
-$77M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
876
Mutual Advisors
Nebraska
$2.91M +$155K +1,357 +6%
EPWM
877
Essex Private Wealth Management
Massachusetts
$2.9M +$134K +1,176 +5%
CPC
878
Congress Park Capital
New York
$2.9M +$509K +4,462 +21%
WA
879
Winfield Associates
Ohio
$2.9M +$17.1K +150 +0.6%
RIM
880
Rockbridge Investment Management
New York
$2.9M +$173K +1,519 +6%
CWM
881
Capital Wealth Management
Rhode Island
$2.89M -$118K -1,038 -4%
BWAM
882
Boyd Watterson Asset Management
Ohio
$2.89M – – –
UWPG
883
Ullmann Wealth Partners Group
Florida
$2.88M +$7.52K +66 +0.3%
PAMG
884
Patton Albertson Miller Group
Tennessee
$2.87M +$1.87M +16,367 +187%
MWM
885
Mascoma Wealth Management
New Hampshire
$2.87M +$412K +3,612 +17%
SWM
886
Soundmark Wealth Management
Washington
$2.87M -$2.28M -20,031 -44%
PIA
887
Perennial Investment Advisors
California
$2.86M -$163K -1,431 -5%
RFN
888
RDA Financial Network
Iowa
$2.86M -$15.4K -135 -0.5%
BFO
889
Biltmore Family Office
North Carolina
$2.86M +$261K +2,289 +10%
CC
890
Cadinha & Co
Hawaii
$2.84M -$1.4M -12,260 -33%
WF
891
Williams Financial
Vermont
$2.84M +$204K +1,793 +8%
RFO
892
RiverGlades Family Offices
Florida
$2.83M +$50.6K +444 +2%
NEGWA
893
New England Guild Wealth Advisors
Connecticut
$2.82M +$74.1K +650 +3%
BMCM
894
Bryn Mawr Capital Management
Pennsylvania
$2.81M +$559K +4,902 +25%
BRWM
895
B. Riley Wealth Management
Tennessee
$2.8M -$677K -5,941 -20%
FFMBT
896
First Farmers & Merchants Bank Trust
Tennessee
$2.8M +$2.79M +24,490 New
PFA
897
Pathway Financial Advisors
Vermont
$2.8M +$3.01M +26,390 New
PPP
898
Private Portfolio Partners
New Jersey
$2.8M +$80.3K +705 +3%
SFMG
899
Sage Financial Management Group
Virginia
$2.79M +$2.78M +24,383 New
PAI
900
Pittenger & Anderson Inc
Nebraska
$2.79M +$1.45M +12,758 +110%
34 35
36
37 38

IJR Hedge Fund Activity: Q4 2021 in Review

2,049 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2021, worth a combined $52.3B — up 11% from $47.2B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new IJR positions and 59 closed out — a net gain of 272 holders — while 1,024 added to existing stakes and 518 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $433M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $375M.

  • 2,049 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2021, up from 1,811 in Q3 2021.
  • Funds reported $52.3B of iShares Core S&P Small-Cap ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 331 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2021 and 59 closed out, a net change of +272 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q4 2021 was Provida Pension Fund Administrator, an estimated $433M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $375M sold.

Based on aggregated 13F filings for Q4 2021.