IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,127 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 868 increasing their positions, 789 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+184
Holders Change %
+9.47%
% of All Funds
34.32%
Holding in Top 10
350
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.11%
% of All Funds
5.65%
New
283
Increased
868
Reduced
789
Closed
58
Calls
$24.7M
Puts
$7.81M
Net Calls
+$16.9M
Net Calls Change
+$11.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$1.45B
2
CCMG
Clark Capital Management Group
Pennsylvania
+$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79M
4
US Bancorp
US Bancorp
Minnesota
+$62.5M
5
Creative Planning
Creative Planning
Kansas
+$62M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$310M
2
HNB
Huntington National Bank
Ohio
-$228M
3
Goldman Sachs
Goldman Sachs
New York
-$183M
4
CWA
CM Wealth Advisors
Ohio
-$146M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
901
Tranquilli Financial Advisor
New Jersey
$2.6M +$616K +6,510 +31%
3F
902
360 Financial
Minnesota
$2.58M – – –
HGWM
903
Harvest Group Wealth Management
Massachusetts
$2.57M -$17.2K -182 -0.7%
PLU
904
Performa Ltd (US)
South Carolina
$2.56M +$511K +5,402 +25%
SEI Investments
905
SEI Investments
Pennsylvania
$2.55M +$204K +2,156 +9%
RFG
906
RFP Financial Group
Georgia
$2.54M +$2.54M +26,860 New
CPIA
907
Cornell Pochily Investment Advisors
New York
$2.53M -$265K -2,805 -9%
VHAM
908
Van Hulzen Asset Management
California
$2.53M -$109K -1,153 -4%
HAS
909
HBW Advisory Services
California
$2.53M -$6.91K -73 -0.3%
KL
910
KWMG LLC
Kansas
$2.52M -$216K -2,280 -8%
HPWM
911
High Pines Wealth Management
Massachusetts
$2.52M +$16.6K +175 +0.7%
BFO
912
Biltmore Family Office
North Carolina
$2.52M -$268K -2,827 -10%
CWS
913
Cypress Wealth Services
California
$2.51M -$184K -1,947 -7%
NCM
914
Next Capital Management
New York
$2.51M +$284K +3,006 +13%
NWA
915
Navis Wealth Advisors
New York
$2.51M +$23.5K +248 +0.9%
KFSC
916
Keystone Financial Services (Colorado)
Colorado
$2.51M +$5.08K +49 +0.2%
CWM
917
Calamos Wealth Management
Illinois
$2.5M +$1.21M +12,752 +93%
GSWM
918
Greenup Street Wealth Management
Michigan
$2.5M +$53.1K +561 +2%
NRC
919
New Republic Capital
North Carolina
$2.49M +$2.49M +26,347 New
BDF
920
Black Diamond Financial
Maryland
$2.49M -$304K -3,214 -11%
WMS
921
Wealth Management Solutions
Pennsylvania
$2.49M +$23.9K +253 +1%
JIP
922
Jaffetilchin Investment Partners
Florida
$2.49M +$13.9K +147 +0.6%
PPWM
923
PFG Private Wealth Management
Florida
$2.48M +$91K +962 +4%
CSPIA
924
Cary Street Partners Investment Advisory
Virginia
$2.48M -$73.1K -772 -3%
PIA
925
Perennial Investment Advisors
California
$2.46M +$1.89K +20 +0.1%
35 36
37
38 39