IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,943 hedge funds and large institutions have $42.7B invested in iShares Core S&P Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 932 increasing their positions, 664 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
-33
Holders Change %
-1.67%
% of All Funds
33.6%
Holding in Top 10
333
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.22%
% of All Funds
5.76%
New
111
Increased
932
Reduced
664
Closed
116
Calls
$23M
Puts
$17.8M
Net Calls
+$5.13M
Net Calls Change
-$3.22M

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
+$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$533M
3
LPL Financial
LPL Financial
California
+$511M
4
Goldman Sachs
Goldman Sachs
New York
+$317M
5
UBS AM
UBS AM
Illinois
+$310M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$560M
2
HNB
Huntington National Bank
Ohio
-$248M
3
State Street
State Street
Massachusetts
-$142M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$140M
5
RC
RegentAtlantic Capital
New Jersey
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
1076
SPC Financial Inc
Maryland
$1.33M +$349K +3,996 +36%
SFMG
1077
Sage Financial Management Group
Virginia
$1.32M -$831K -9,532 -39%
PCIA
1078
Prime Capital Investment Advisors
Kansas
$1.32M +$280K +3,216 +27%
MFS
1079
McNamara Financial Services
Massachusetts
$1.31M +$308K +3,534 +31%
SFP
1080
Sweet Financial Partners
Minnesota
$1.31M +$460K +5,275 +54%
KWS
1081
Keystone Wealth Services
California
$1.31M +$235K +2,697 +22%
AIA
1082
Alera Investment Advisors
Illinois
$1.31M +$272K +3,122 +26%
SWP
1083
Summit Wealth Partners
Florida
$1.31M -$79K -906 -6%
JFG
1084
JMG Financial Group
Illinois
$1.3M – – –
LC
1085
LCNB Corp
Ohio
$1.29M -$20.1K -230 -2%
ONST
1086
Old North State Trust
North Carolina
$1.28M +$1.28M +14,683 +97,887%
PAM
1087
Peak Asset Management
Colorado
$1.28M -$6.1K -70 -0.5%
CA
1088
Claro Advisors
Massachusetts
$1.28M – – –
PA
1089
PFG Advisors
Arizona
$1.28M +$1.28M +14,653 New
ADL
1090
Asset Dedication LLC
California
$1.28M +$1.28M +14,680 New
IAS
1091
Investment Advisory Services
Texas
$1.27M -$257K -2,953 -17%
JWS
1092
Juncture Wealth Strategies
Arizona
$1.27M -$37.8K -434 -3%
ESB
1093
Essex Savings Bank
Connecticut
$1.26M +$11.9K +136 +0.9%
HIS
1094
Horizon Investment Services
Indiana
$1.26M +$6.97K +80 +0.6%
BTI
1095
Blue Trust Inc
Georgia
$1.25M -$10M -108,462 -89%
MSAM
1096
Moloney Securities Asset Management
Missouri
$1.23M +$23.4K +268 +2%
LFG
1097
Leverty Financial Group
Wisconsin
$1.23M -$35.1K -402 -3%
AFS
1098
Annapolis Financial Services
Maryland
$1.22M +$23.1K +265 +2%
SFG
1099
Sovereign Financial Group
Connecticut
$1.22M +$158K +1,815 +15%
CWA
1100
Clearview Wealth Advisors
Oregon
$1.22M +$977K +11,199 +410%
42 43
44
45 46