iShares Core S&P Small-Cap ETF
IJR
526 hedge funds and large institutions have $8.58B invested in iShares Core S&P Small-Cap ETF in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 203 increasing their positions, 207 reducing their positions, and 37 closing their positions.
59% more call options, than puts
Call options by funds: $25.3M | Put options by funds: $15.9M
2.68% more ownership
Funds ownership: 117.66% → 120.35% (+2.7%)
5% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 37
2% more capital invested
Capital invested by funds: $8.4B → $8.58B (+$175M)
0% less funds holding
Funds holding: 527 → 526 (-1)
2% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 207
3% less funds holding in top 10
Funds holding in top 10: 72 → 70 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$106M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$85.1M |
| 3 |
Goldman Sachs
New York
|
+$61.8M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$28.8M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$89.8M |
| 2 |
AFS
Aft Forsyth & Sober
Valrico,
Florida
|
-$44.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$44.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$39.9M |
| 5 |
LPL Financial
San Diego,
California
|
-$28.8M |
IJR Hedge Fund Activity: Q1 2014 in Review
526 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2014, worth a combined $8.58B — up 2.1% from $8.4B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IJR positions and 37 closed out — a net gain of 2 holders — while 203 added to existing stakes and 207 trimmed.
The largest buyer was UBS, adding an estimated $106M. The largest seller was State Street, cutting an estimated $89.8M.
- 526 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2014, down from 527 in Q4 2013.
- Funds reported $8.58B of iShares Core S&P Small-Cap ETF stock for Q1 2014, up 2.1% quarter-over-quarter.
- 39 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2014 and 37 closed out, a net change of +2 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2014 was UBS, an estimated $106M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2014 was State Street, an estimated $89.8M sold.
Based on aggregated 13F filings for Q1 2014.