IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,346 hedge funds and large institutions have $27.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 451 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+41
Holders Change %
+3.14%
% of All Funds
29.18%
Holding in Top 10
238
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.71%
% of All Funds
5.16%
New
124
Increased
645
Reduced
451
Closed
61
Calls
$177M
Puts
$13.3M
Net Calls
+$164M
Net Calls Change
+$79.9M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$261M
2
FCAS
First Command Advisory Services
Texas
+$239M
3
BlackRock
BlackRock
New York
+$235M
4
S
Schroders
United Kingdom
+$186M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$125M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$171M
2
State Street
State Street
Massachusetts
-$144M
3
HNB
Huntington National Bank
Ohio
-$137M
4
Wells Fargo
Wells Fargo
California
-$98.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1026
McRae Capital Management
New Jersey
$421K +$47.9K +621 +13%
LCM
1027
Logan Capital Management
Pennsylvania
$419K -$24.8K -322 -6%
MCM
1028
Maryland Capital Management
Maryland
$419K – – –
WF
1029
Welch & Forbes
Massachusetts
$415K -$469K -6,079 -53%
CC
1030
Cadinha & Co
Hawaii
$412K +$16.5K +214 +4%
EWM
1031
Empirical Wealth Management
Washington
$410K -$8.8K -114 -2%
AIA
1032
Avalon Investment & Advisory
Texas
$410K +$410K +5,309 New
GP
1033
Girard Partners
Pennsylvania
$409K -$7.47K -97 -2%
EA
1034
Evergreen Advisors
Tennessee
$409K -$850 -11 -0.2%
MWA
1035
Meridian Wealth Advisors
Texas
$409K – – –
SEI Investments
1036
SEI Investments
Pennsylvania
$408K -$330K -4,287 -45%
ECG
1037
Edge Capital Group
Georgia
$408K -$2.31K -30 -0.6%
TC
1038
TownSquare Capital
Utah
$404K +$7.41K +96 +2%
ZF
1039
Zhang Financial
Michigan
$401K – – –
KCP
1040
KDI Capital Partners
North Carolina
$401K +$6.95K +90 +2%
NSB
1041
Norway Savings Bank
Maine
$400K – – –
CWM
1042
Chesapeake Wealth Management
Virginia
$395K – – –
HCIA
1043
Hochman Cole Investment Advisors
Illinois
$395K +$7.25K +94 +2%
SS
1044
Sunbelt Securities
Texas
$395K +$25K +324 +7%
DHFB
1045
Dixon Hubard Feinour & Brown
Virginia
$394K -$198K -2,560 -33%
MC
1046
Martin & Co
Tennessee
$393K +$6.25K +81 +2%
SC
1047
SouthState Corp
Florida
$393K +$18.7K +243 +5%
MCM
1048
Mitchell Capital Management
Kansas
$389K +$6.09K +79 +2%
OWM
1049
Orgel Wealth Management
Wisconsin
$388K – – –
Fisher Asset Management
1050
Fisher Asset Management
Washington
$387K -$231 -3 -0.1%
40 41
42
43 44