IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,722 hedge funds and large institutions have $40B invested in iShares Core S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 665 increasing their positions, 568 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
+272
Holders Change %
+18.76%
% of All Funds
30.55%
Holding in Top 10
290
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+40.1%
% of All Funds
5.15%
New
340
Increased
665
Reduced
568
Closed
42
Calls
$264M
Puts
$124M
Net Calls
+$139M
Net Calls Change
+$17.4M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$550M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.64B
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$249M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.61B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$848M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$348M
3
BlackRock
3
BlackRock
New York
$929M
4
HNB
4
Huntington National Bank
Ohio
$114M
5
LPL Financial
5
LPL Financial
California
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$72.7M -$14.1M -153,092 -16%
GT
77
Greenleaf Trust
Michigan
$72.5M -$5.7M -62,021 -7%
VWM
78
Venturi Wealth Management
Texas
$71.5M +$69.4M +755,573 +3,405%
FIB
79
First Interstate Bank
Montana
$69.8M +$3.59M +39,032 +5%
WCF
80
West Coast Financial
California
$68.9M -$217K -2,357 -0.3%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$68.8M +$31.6M +343,714 +85%
HT
82
Hefren-Tillotson
Pennsylvania
$67.2M -$3.14M -34,191 -4%
LI
83
LVZ Inc
Michigan
$66.9M +$12M +130,369 +22%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$66.5M -$2.53M -27,530 -4%
MERSOM
85
Municipal Employees' Retirement System of Michigan
Michigan
$64.8M -$42.5M -462,164 -40%
PAG
86
Private Advisor Group
New Jersey
$64.7M +$7.15M +77,778 +12%
FT
87
Fiduciary Trust
Massachusetts
$63.5M -$483K -5,256 -0.8%
UBV
88
United Bank (Virginia)
Virginia
$61.9M -$3.6M -39,156 -5%
V
89
Veritable
Delaware
$60.7M -$19.1M -207,770 -24%
BBA
90
BLB&B Advisors
Pennsylvania
$60.5M +$5.49M +59,728 +10%
APCM
91
Alaska Permanent Capital Management
Alaska
$60.3M -$214K -2,333 -0.4%
SPIA
92
Steward Partners Investment Advisory
New York
$59.8M +$21.1M +229,570 +55%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$59.2M +$4.01M +43,620 +7%
MFG
94
Magnus Financial Group
New York
$58.6M +$5.21M +56,725 +10%
SIC
95
Sigma Investment Counselors
Michigan
$54.1M +$22.9M +248,718 +73%
GIM
96
Goelzer Investment Management
Indiana
$54.1M -$1.39M -15,097 -3%
SWM
97
SVA Wealth Management
Wisconsin
$53.1M +$146K +1,587 +0.3%
USAA
98
United Services Automobile Association
Texas
$53M +$46.3M +565,867 +688%
VFA
99
Voya Financial Advisors
Connecticut
$52.5M +$1.23M +13,419 +2%
MCM
100
MAI Capital Management
Ohio
$52.4M +$3.43M +37,369 +7%
2 3
4
5 6