IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

868 hedge funds and large institutions have $15.6B invested in iShares Core S&P Small-Cap ETF in 2016 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 381 increasing their positions, 218 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
868
Holders Change
+119
Holders Change %
+15.89%
% of All Funds
21.73%
Holding in Top 10
162
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+48.62%
% of All Funds
4.06%
New
159
Increased
381
Reduced
218
Closed
30
Calls
$38M
Puts
$28M
Net Calls
+$10M
Net Calls Change
-$11.4M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.8B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$262M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$470M
4
Bank of America
4
Bank of America
North Carolina
$1.04B
5
Morgan Stanley
5
Morgan Stanley
New York
$698M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$0
2
RIG
2
RiverFront Investment Group
Virginia
$46.9M
3
VA
3
Valmark Advisers
Ohio
$314M
4
SMM
4
Stadion Money Management
Georgia
$152M
5
TC
5
Telemus Capital
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$26.4M +$3.56M +51,802 +16%
MA
77
MUFG Americas
New York
$26.4M -$2.64M -38,332 -9%
AG
78
Advisor Group
Arizona
$26.2M +$2.54M +36,918 +11%
MPWT
79
MassMutual Private Wealth & Trust
Connecticut
$25.9M +$25.9M +376,520 New
SSB
80
Sandy Spring Bank
Maryland
$25.9M +$885K +12,866 +4%
SB
81
Simmons Bank
Arkansas
$25.7M +$214K +3,118 +0.8%
BIM
82
Bridges Investment Management
Nebraska
$25.5M +$1.86M +27,010 +8%
Creative Planning
83
Creative Planning
Kansas
$25.2M +$496K +7,212 +2%
PI
84
Pachira Investments
California
$25.1M +$25.1M +365,696 New
HCM
85
Hollencrest Capital Management
California
$25M +$1.93M +28,064 +8%
BHWM
86
Bar Harbor Wealth Management
New Hampshire
$24.9M +$274K +3,984 +1%
GT
87
Glenmede Trust
Pennsylvania
$24.4M +$1M +14,562 +4%
DIP
88
DT Investment Partners
Pennsylvania
$24.2M +$4.57M +66,420 +23%
AAS
89
Annex Advisory Services
Wisconsin
$23.9M +$644K +9,368 +3%
MFW
90
Meristem Family Wealth
Minnesota
$23.2M +$1.05M +15,296 +5%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$23.2M +$3.71M +53,992 +19%
Prudential Financial
92
Prudential Financial
New Jersey
$23.1M -$2.63M -38,300 -10%
TCT
93
TIAA CREF Trust
Missouri
$22.6M -$160K -2,330 -0.7%
V
94
Veritable
Delaware
$22.3M +$176K +2,556 +0.8%
WAM
95
Wealthspire Advisors (Maryland)
Maryland
$22.1M +$3.08M +44,854 +16%
APCM
96
Alaska Permanent Capital Management
Alaska
$21.9M +$443K +6,450 +2%
HighTower Advisors
97
HighTower Advisors
Illinois
$21.5M +$4.38M +63,706 +26%
HL
98
HeadInvest LLC
Maine
$21.5M -$197K -2,870 -0.9%
PP
99
Pegasus Partners
Wisconsin
$21.3M +$11.2M +163,144 +111%
GT
100
Greenleaf Trust
Michigan
$21.3M +$6.69M +97,260 +46%
2 3
4
5 6