iShares Core S&P Small-Cap ETF
IJR
1,217 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 612 increasing their positions, 365 reducing their positions, and 44 closing their positions.
91% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 44
68% more repeat investments, than reductions
Existing positions increased: 612 | Existing positions reduced: 365
10% more capital invested
Capital invested by funds: $25.3B → $27.9B (+$2.52B)
3% more funds holding
Funds holding: 1,185 → 1,217 (+32)
1% less funds holding in top 10
Funds holding in top 10: 227 → 225 (-2)
1.53% less ownership
Funds ownership: 61.3% → 59.76% (-1.5%)
24% less call options, than puts
Call options by funds: $26M | Put options by funds: $34.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$182M |
| 2 |
BlackRock
New York
|
+$176M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$121M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$103M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nelson Capital Management
Menlo Park,
California
|
-$791M |
| 2 |
State Street
Boston,
Massachusetts
|
-$198M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$153M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$123M |
| 5 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
-$101M |
IJR Hedge Fund Activity: Q3 2018 in Review
1,217 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2018, worth a combined $27.9B — up 10% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new IJR positions and 44 closed out — a net gain of 40 holders — while 612 added to existing stakes and 365 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $182M. The largest seller was Nelson Capital Management, cutting an estimated $791M.
- 1,217 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2018, up from 1,185 in Q2 2018.
- Funds reported $27.9B of iShares Core S&P Small-Cap ETF stock for Q3 2018, up 10% quarter-over-quarter.
- 84 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2018 and 44 closed out, a net change of +40 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2018 was JP Morgan Chase, an estimated $182M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2018 was Nelson Capital Management, an estimated $791M sold.
Based on aggregated 13F filings for Q3 2018.