IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$227M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
CWM
Circle Wealth Management
New Jersey
+$199M
4
Citigroup
Citigroup
New York
+$130M
5
Comerica Bank
Comerica Bank
Texas
+$120M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$237M
2
MRC
Millburn Ridgefield Corp
New York
-$82.5M
3
CCA
Catalyst Capital Advisors
New York
-$82.5M
4
HI
Horizon Investments
North Carolina
-$71.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIS
1101
Horizon Investment Services
Indiana
$1.58M +$163K +1,723 +11%
GFS
1102
GYL Financial Synergies
Connecticut
$1.57M – – –
NRI
1103
NFP Retirement Inc
California
$1.57M +$849 +9 +0.1%
E
1104
ETFidea
New York
$1.57M +$49.8K +528 +3%
DWA
1105
Dougherty Wealth Advisers
Minnesota
$1.57M -$48.3K -512 -3%
GAM
1106
Gotham Asset Management
New York
$1.56M +$435K +4,611 +39%
EWP
1107
Engrave Wealth Partners
Texas
$1.55M +$200K +2,118 +15%
CAAM
1108
Cornerstone Advisors Asset Management
Pennsylvania
$1.55M +$1.79K +19 +0.1%
SFM
1109
Signet Financial Management
New Jersey
$1.55M -$7.36K -78 -0.5%
LC
1110
Lavaca Capital
Texas
$1.54M +$53.1K +563 +4%
FIA
1111
Foundations Investment Advisors
Arizona
$1.53M +$270K +2,866 +21%
NA
1112
Navellier & Associates
Nevada
$1.52M +$1.52M +16,140 New
TA
1113
TFG Advisers
Michigan
$1.52M -$10K -106 -0.7%
DFA
1114
Delta Financial Advisors
Louisiana
$1.52M – – –
MMA
1115
Miracle Mile Advisors
California
$1.51M +$40.2K +426 +3%
TFM
1116
TFC Financial Management
Massachusetts
$1.5M -$10.5K -111 -0.7%
LNWWM
1117
Laird Norton Wetherby Wealth Management
California
$1.5M -$3.49K -37 -0.2%
TGCMU
1118
Titan Global Capital Management USA
New York
$1.5M +$1.5M +15,857 New
USAA
1119
United Services Automobile Association
Texas
$1.49M -$167K -1,766 -10%
T
1120
TNF
Montana
$1.49M -$333K -3,674 -18%
MIM
1121
Macroview Investment Management
Maryland
$1.49M +$1.05M +11,153 +242%
PGA
1122
Portland Global Advisors
Maine
$1.47M +$47.5K +504 +3%
ECA
1123
Elevated Capital Advisors
Utah
$1.47M -$12K -127 -0.8%
SFB
1124
STAR Financial Bank
Indiana
$1.47M -$28.6K -303 -2%
HCA
1125
Harbour Capital Advisors
Virginia
$1.47M +$11.8K +125 +0.8%
43 44
45
46 47