IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,330 hedge funds and large institutions have $27.9B invested in iShares Core S&P Small-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 591 increasing their positions, 509 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-2
Holders Change %
-0.15%
% of All Funds
29.21%
Holding in Top 10
225
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.17%
% of All Funds
4.94%
New
67
Increased
591
Reduced
509
Closed
54
Calls
$167M
Puts
$4.52M
Net Calls
+$162M
Net Calls Change
+$3.32M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$343M
2
PPFA
Provida Pension Fund Administrator
Chile
+$169M
3
Citigroup
Citigroup
New York
+$89.4M
4
HI
Horizon Investments
North Carolina
+$87.2M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
+$86.9M

Top Sellers

1
S
Schroders
United Kingdom
-$185M
2
Wells Fargo
Wells Fargo
California
-$158M
3
HNB
Huntington National Bank
Ohio
-$150M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDIC
1026
South Dakota Investment Council
South Dakota
$450K +$450K +5,784 New
CA
1027
Calton & Associates
Florida
$445K +$96.7K +1,243 +28%
IIA
1028
IPG Investment Advisors
California
$444K -$37.6K -483 -8%
FG
1029
Fiduciary Group
Georgia
$438K +$1.56K +20 +0.4%
ESB
1030
Essex Savings Bank
Connecticut
$437K -$69.5K -892 -14%
LWAC
1031
Laurel Wealth Advisors (California)
California
$436K +$2.65K +34 +0.6%
FMI
1032
Fiduciary Management Inc
Wisconsin
$434K +$434K +5,577 New
KP
1033
Keel Point
Alabama
$428K -$8.4K -108 -2%
SYBT
1034
Stock Yards Bank & Trust
Kentucky
$427K – – –
MCM
1035
Maryland Capital Management
Maryland
$423K – – –
LCM
1036
Logan Capital Management
Pennsylvania
$423K – – –
FIM
1037
Frontier Investment Management
Texas
$422K -$3.12K -40 -0.7%
QCIG
1038
Quad-Cities Investment Group
Iowa
$421K +$40.9K +525 +11%
BA
1039
Boston Advisors
Massachusetts
$418K -$38.9K -500 -9%
EA
1040
Evergreen Advisors
Tennessee
$416K +$2.34K +30 +0.6%
TC
1041
Truvestments Capital
Florida
$414K -$35K -450 -8%
SFG
1042
SNS Financial Group
Minnesota
$412K -$24K -308 -5%
OC
1043
Oarsman Capital
Wisconsin
$411K -$36.1K -464 -8%
AFM
1044
Abbot Financial Management
Massachusetts
$410K +$112K +1,435 +37%
EI
1045
Ellevest Inc
New York
$409K +$20.9K +268 +5%
WF
1046
Welch & Forbes
Massachusetts
$408K – – –
WMA
1047
Wealth Management Associates
New Jersey
$407K +$28.2K +362 +7%
PC
1048
Port Capital
Illinois
$406K -$857K -10,998 -68%
PA
1049
Probity Advisors
Texas
$405K -$12.2K -157 -3%
NWP
1050
Northstar Wealth Partners
Connecticut
$399K +$10.7K +138 +3%
40 41
42
43 44