IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,305 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 593 increasing their positions, 401 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+88
Holders Change %
+7.23%
% of All Funds
29.12%
Holding in Top 10
234
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4%
% of All Funds
5.22%
New
207
Increased
593
Reduced
401
Closed
107
Calls
$116M
Puts
$31.9M
Net Calls
+$84.3M
Net Calls Change
+$92.5M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$281M
2
State Street
State Street
Massachusetts
+$214M
3
Bank of America
Bank of America
North Carolina
+$142M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$132M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$93.1M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$244M
2
CWM
Cornerstone Wealth Management
Missouri
-$241M
3
CSIA
Charles Schwab Investment Advisory
California
-$185M
4
HNB
Huntington National Bank
Ohio
-$181M
5
Wells Fargo
Wells Fargo
California
-$76.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
1001
Courage Miller Partners
Virginia
$398K +$59.3K +857 +18%
CGL
1002
Clarius Group LLC
Washington
$397K -$946K -13,652 -70%
BBA
1003
Braun-Bostich & Associates
Pennsylvania
$397K -$14.1K -203 -3%
EA
1004
Evanston Advisors
Illinois
$397K +$397K +5,728 New
PIA
1005
Piedmont Investment Advisors
North Carolina
$396K -$2.91M -41,965 -88%
PCA
1006
Peddock Capital Advisors
Massachusetts
$394K +$970 +14 +0.2%
HR
1007
Hayden Royal
North Carolina
$394K +$394K +5,678 New
RC
1008
RegentAtlantic Capital
New Jersey
$392K +$33.4K +482 +9%
PA
1009
Probity Advisors
Texas
$391K +$211K +3,048 +118%
FG
1010
Fiduciary Group
Georgia
$389K +$133K +1,912 +52%
BFC
1011
Bedel Financial Consulting
Indiana
$381K +$4.23K +61 +1%
CCM
1012
Coe Capital Management
Illinois
$380K – – –
PCMK
1013
Paragon Capital Management (Kansas)
Kansas
$378K -$942K -13,605 -71%
GCM
1014
Gibraltar Capital Management
Oklahoma
$377K +$377K +5,435 New
EWM
1015
Empirical Wealth Management
Washington
$376K -$59.1K -853 -14%
MCM
1016
Maryland Capital Management
Maryland
$376K – – –
CFA
1017
Clarfeld Financial Advisors
New York
$376K +$376K +5,425 New
GP
1018
Girard Partners
Pennsylvania
$374K -$216K -3,119 -37%
FVCM
1019
F&V Capital Management
Florida
$374K +$37.1K +535 +11%
PFO
1020
Pathstone Family Office
New Jersey
$371K +$371K +5,362 +76,600%
ECG
1021
Edge Capital Group
Georgia
$369K +$369K +5,320 New
EA
1022
Evergreen Advisors
Tennessee
$368K +$368K +5,307 New
KFP
1023
KMG Fiduciary Partners
Ohio
$368K +$368K +5,315 New
MWA
1024
Meridian Wealth Advisors
Texas
$367K +$367K +5,295 New
SLG
1025
Stanley-Laman Group
Pennsylvania
$362K -$1.87K -27 -0.5%
39 40
41
42 43