IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
32.99%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$137M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$129M
3
AAS
Annex Advisory Services
Wisconsin
+$107M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$102M
5
CAM
Cresset Asset Management
Illinois
+$101M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$873M
2
US Bancorp
US Bancorp
Minnesota
-$354M
3
HNB
Huntington National Bank
Ohio
-$255M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
5
Wells Fargo
Wells Fargo
California
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
951
Wilshire Advisors
California
$2.21M -$1.59M -15,914 -42%
RMDI
952
R.M. Davis Inc
Maine
$2.21M -$105K -1,056 -5%
AM
953
AGF Management
Ontario, Canada
$2.2M +$1.1K +11 +0%
MBTD
954
Mechanics Bank - Trust Department
California
$2.19M -$1.59K -16 -0.1%
PWA
955
Peterson Wealth Advisors
Utah
$2.19M +$29.7K +296 +1%
STB
956
S&T Bank
Pennsylvania
$2.18M – – –
EPM
957
Elm Partners Management
Pennsylvania
$2.17M +$133K +1,337 +7%
AL
958
Aspiriant LLC
California
$2.17M -$26.8K -269 -1%
CST
959
Charles Schwab Trust
Nevada
$2.17M -$45.9K -497 -2%
CCM
960
Colorado Capital Management
Colorado
$2.17M -$122K -1,223 -5%
NEAM
961
New England Asset Management
Connecticut
$2.17M – – –
EAM
962
Evanson Asset Management
California
$2.17M +$15.1K +152 +0.7%
FA
963
Faithward Advisors
Pennsylvania
$2.16M -$89.7K -879 -4%
9WM
964
9258 Wealth Management
Ohio
$2.14M -$17.9K -180 -0.8%
BJL
965
Brighton Jones LLC
Washington
$2.14M +$163K +1,639 +8%
FPGK
966
Financial Partners Group (Kansas)
Kansas
$2.13M +$429K +4,147 +25%
IAIM
967
International Assets Investment Management
Florida
$2.13M -$53.1K -533 -2%
CF
968
Corrigan Financial
Rhode Island
$2.12M -$11.8K -118 -0.6%
BFW
969
Brady Family Wealth
Missouri
$2.12M -$6.58K -66 -0.3%
MPM
970
Meritage Portfolio Management
Kansas
$2.1M +$413K +4,148 +24%
CBFP
971
Cedar Brook Financial Partners
Ohio
$2.1M +$299K +3,005 +17%
Chevy Chase Trust
972
Chevy Chase Trust
Maryland
$2.09M +$127K +1,275 +6%
RWP
973
RWA Wealth Partners
Massachusetts
$2.08M +$1.53M +15,367 +279%
FA
974
Fiducient Advisors
Illinois
$2.08M +$596K +5,982 +40%
FVWA
975
Foster Victor Wealth Advisors
South Carolina
$2.08M -$76K -769 -4%
37 38
39
40 41