IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.06B
2
Goldman Sachs
Goldman Sachs
New York
+$372M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$143M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$454M
2
HNB
Huntington National Bank
Ohio
-$189M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
4
UCFA
United Capital Financial Advisors
Texas
-$92.5M
5
AAS
Annex Advisory Services
Wisconsin
-$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
1026
Tiemann Investment Advisors
California
$2.37M +$34.5K +319 +1%
PWA
1027
Peterson Wealth Advisors
Utah
$2.37M +$4.76K +44 +0.2%
MSWM
1028
McGlone Suttner Wealth Management
Wisconsin
$2.36M +$9.2K +85 +0.4%
SCM
1029
SOL Capital Management
Maryland
$2.36M -$101K -935 -4%
EAM
1030
Evanson Asset Management
California
$2.35M -$8.01K -74 -0.3%
DIA
1031
Dana Investment Advisors
Wisconsin
$2.34M -$212K -1,962 -8%
3F
1032
360 Financial
Minnesota
$2.34M -$1.23M -11,350 -34%
PWPS
1033
Pinnacle Wealth Planning Services
Ohio
$2.34M +$159K +1,470 +7%
PPWM
1034
Paragon Private Wealth Management
Kentucky
$2.34M +$274K +2,534 +13%
WIP
1035
WealthCare Investment Partners
Rhode Island
$2.33M +$89.4K +843 +4%
MIA
1036
Milestone Investment Advisors
Wisconsin
$2.33M -$52.8K -488 -2%
NRC
1037
New Republic Capital
North Carolina
$2.33M -$408K -3,765 -15%
MPM
1038
Meritage Portfolio Management
Kansas
$2.33M +$54.9K +507 +2%
FPGK
1039
Financial Partners Group (Kansas)
Kansas
$2.32M +$46.5K +430 +2%
IAIM
1040
International Assets Investment Management
Florida
$2.32M +$105K +970 +5%
AFO
1041
Arrowroot Family Office
California
$2.32M +$206K +1,900 +10%
PCA
1042
Providence Capital Advisors
North Carolina
$2.3M +$107K +993 +5%
STB
1043
S&T Bank
Pennsylvania
$2.29M +$23K +212 +1%
UCB
1044
United Community Bank
South Carolina
$2.29M -$217K -2,003 -9%
CB
1045
Cadence Bank
Mississippi
$2.29M +$139K +1,283 +6%
CF
1046
Corrigan Financial
Rhode Island
$2.29M -$108 -1 -0%
PCM
1047
Pennsylvania Capital Management
Pennsylvania
$2.28M -$100K -924 -4%
AM
1048
AGF Management
Ontario, Canada
$2.28M -$2.71K -25 -0.1%
CCM
1049
Colorado Capital Management
Colorado
$2.27M -$24.7K -228 -1%
BFW
1050
Brady Family Wealth
Missouri
$2.27M +$5.85K +54 +0.3%
40 41
42
43 44