IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.06B
2
Goldman Sachs
Goldman Sachs
New York
+$372M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$143M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$454M
2
HNB
Huntington National Bank
Ohio
-$189M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
4
UCFA
United Capital Financial Advisors
Texas
-$92.5M
5
AAS
Annex Advisory Services
Wisconsin
-$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
876
RVW Wealth
California
$3.43M -$186K -1,720 -5%
WP
877
WealthSource Partners
California
$3.41M -$1.83M -16,877 -35%
PWM
878
Partnership Wealth Management
Maryland
$3.41M +$3.41M +32,786 New
CWC
879
Carolinas Wealth Consulting
North Carolina
$3.41M +$19.4K +179 +0.6%
FWP
880
FAS Wealth Partners
Kansas
$3.4M -$335K -3,098 -9%
TNBTD
881
Trustmark National Bank Trust Department
Mississippi
$3.4M -$196K -1,812 -5%
CPSC
882
Carl P. Sherr & Co
Massachusetts
$3.4M -$155K -1,429 -4%
WA
883
Waverly Advisors
Alabama
$3.39M -$161K -1,490 -5%
TFS
884
Thoroughbred Financial Services
Tennessee
$3.38M +$33.3K +308 +1%
GFG
885
Goldstone Financial Group
Illinois
$3.38M +$650K +6,006 +24%
TFF
886
The Family Firm
Maryland
$3.37M +$28.6K +264 +0.9%
DFC
887
DBK Financial Counsel
Ohio
$3.36M -$1.08M -9,948 -24%
KFAA
888
Klaas Financial Asset Advisors
Illinois
$3.36M +$194K +1,794 +6%
AC
889
Adroit Compliance
$3.36M +$3.36M +31,049 New
NEAM
890
New England Asset Management
Connecticut
$3.32M +$963K +8,900 +41%
GPA
891
Garrison Point Advisors
California
$3.3M +$373K +3,444 +13%
SFI
892
SPC Financial Inc
Maryland
$3.28M -$70.9K -655 -2%
RSWM
893
Robertson Stephens Wealth Management
California
$3.28M -$16.9M -155,802 -84%
BPWM
894
Badgley Phelps Wealth Managers
Washington
$3.28M -$19.1M -176,751 -85%
WS
895
Wedbush Securities
California
$3.27M +$62.7K +579 +2%
USB
896
Union Savings Bank
Connecticut
$3.26M -$190K -1,754 -6%
BWM
897
Birchcreek Wealth Management
Ohio
$3.26M -$43.6K -403 -1%
AMG
898
Asset Management Group
Connecticut
$3.25M +$12.7K +117 +0.4%
CBT
899
Central Bank & Trust
Kentucky
$3.25M +$25K +231 +0.8%
RBFC
900
Roman Butler Fullerton & Co
Missouri
$3.25M +$153K +1,446 +5%
34 35
36
37 38