IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$245M
2
Wells Fargo
Wells Fargo
California
+$176M
3
Bank of America
Bank of America
North Carolina
+$164M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$104M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$1.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$722M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414M
4
Osaic Holdings
Osaic Holdings
Arizona
-$293M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFP
1051
Novak Financial Planning
Maryland
$1.38M -$91.9K -814 -6%
TTWM
1052
TCV Trust & Wealth Management
Virginia
$1.36M -$2.82K -25 -0.2%
HWM
1053
Hohimer Wealth Management
Washington
$1.35M +$106K +936 +8%
MIC
1054
Meridian Investment Counsel
California
$1.35M – – –
BFA
1055
Beaumont Financial Advisors
Massachusetts
$1.35M +$46.8K +414 +4%
SBH
1056
Segall Bryant & Hamill
Illinois
$1.34M +$47.1K +417 +4%
VCA
1057
Verdence Capital Advisors
Maryland
$1.33M -$217K -1,924 -14%
LF
1058
LifeSteps Financial
California
$1.33M +$369K +3,269 +38%
WCWM
1059
Wooster Corthell Wealth Management
Connecticut
$1.33M -$57.9K -513 -4%
BFA
1060
Beacon Financial Advisory
Ohio
$1.33M +$1.58K +14 +0.1%
HCM
1061
Hollencrest Capital Management
California
$1.32M -$16.4K -145 -1%
HAC
1062
Harbor Advisory Corp
New Hampshire
$1.32M – – –
JWCA
1063
J.W. Coons Advisors
Ohio
$1.32M -$361K -3,199 -22%
SAM
1064
Strategy Asset Managers
California
$1.32M +$192K +1,704 +17%
JAG
1065
Journey Advisory Group
Kentucky
$1.31M +$378K +3,348 +41%
TNB
1066
Thomasville National Bank
Georgia
$1.31M -$698K -6,181 -35%
SSW
1067
Smith Shellnut Wilson
Mississippi
$1.31M -$12K -106 -0.9%
TRSOTSOK
1068
Teachers Retirement System of the State of Kentucky
Kentucky
$1.31M – – –
DW
1069
Domani Wealth
Pennsylvania
$1.28M -$81.4K -721 -6%
TCA
1070
Transcend Capital Advisors
New Jersey
$1.27M +$153K +1,355 +14%
ICM
1071
IMS Capital Management
Oregon
$1.27M +$678K +6,000 +114%
IAIM
1072
International Assets Investment Management
Florida
$1.27M -$1.42M -12,553 -53%
BCM
1073
BTC Capital Management
Iowa
$1.26M -$8.14K -72 -0.6%
CCMD
1074
Cypress Capital Management (Delaware)
Delaware
$1.26M -$191K -1,690 -13%
SA
1075
Strategic Advisors
New York
$1.25M +$1.25M +11,087 New
41 42
43
44 45