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iShares Core S&P Small-Cap ETF
IJR

2,326 hedge funds and large institutions have $56.2B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 1,052 increasing their positions, 868 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 97

21% more repeat investments, than reductions

Existing positions increased: 1,052 | Existing positions reduced: 868

5% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $63.2M

1% more funds holding

Funds holding: 2,310 → 2,326 (+16)

0% more capital invested

Capital invested by funds: $56.1B → $56.2B (+$106M)

2.96% less ownership

Funds ownership: 72.72% → 69.76% (-3%)

7% less funds holding in top 10

Funds holding in top 10: 369 → 345 (-24)

Holders
2,326
Holders Change
+16
Holders Change %
+0.69%
% of All Funds
33.5%
Holding in Top 10
345
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-6.5%
% of All Funds
4.97%
New
144
Increased
1,052
Reduced
868
Closed
97
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$501M
2
Bank of America
Bank of America
North Carolina
+$301M
3
CAM
Cresset Asset Management
Illinois
+$268M
4
LPL Financial
LPL Financial
California
+$135M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$115M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.95B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$192M
3
PPFA
Provida Pension Fund Administrator
Chile
-$142M
4
Goldman Sachs
Goldman Sachs
New York
-$127M
5
Osaic Holdings
Osaic Holdings
Arizona
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
Compass Wealth Management
Connecticut
$2.12M -$11.1K -105 -0.5%
CPA
1102
Capital Planning Advisors
California
$2.12M +$5.84K +55 +0.3%
KBFS
1103
Kohmann Bosshard Financial Services
Ohio
$2.11M – – –
CW
1104
Connectus Wealth
Ohio
$2.1M -$12.5M -117,946 -86%
EPM
1105
Elm Partners Management
Pennsylvania
$2.1M +$956 +9 +0%
RFN
1106
RDA Financial Network
Iowa
$2.1M -$65.4K -616 -3%
MA
1107
Marquette Associates
Illinois
$2.1M +$1.07M +10,086 +113%
WKSWA
1108
White Knight Strategic Wealth Advisors
New Jersey
$2.1M -$97.5K -918 -5%
CTA
1109
Camelot Technology Advisors
California
$2.1M +$13K +122 +0.6%
WCA
1110
Waypoint Capital Advisors
Minnesota
$2.09M – – –
VF
1111
VitalStone Financial
Texas
$2.09M -$2.12M -19,972 -51%
RWA
1112
Roberts Wealth Advisors
California
$2.09M -$17K -160 -0.8%
TCA
1113
Transcend Capital Advisors
New Jersey
$2.09M +$188K +1,766 +10%
BHBT
1114
Burke & Herbert Bank & Trust
Virginia
$2.08M -$31.5K -297 -2%
HNB
1115
Hilltop National Bank
Wyoming
$2.08M +$1.99M +18,782 New
JIC
1116
Joel Isaacson & Co
New York
$2.07M +$268K +2,521 +16%
FPTW
1117
Franklin, Parlapiano, Turner & Welch
Texas
$2.07M – – –
Two Sigma Investments
1118
Two Sigma Investments
New York
$2.06M +$1.27M +11,979 +179%
CP
1119
Capital Planning
Washington
$2.06M +$163K +1,538 +9%
LFAS
1120
Level Four Advisory Services
Texas
$2.05M – – –
IMC Chicago
1121
IMC Chicago
Illinois
$2.05M +$1.97M +18,546 New
TF
1122
Trek Financial
Arizona
$2.04M +$575K +5,415 +41%
LA
1123
Lane & Associates
New Jersey
$2.04M -$99.1K -933 -5%
IAS
1124
Investment Advisory Services
Texas
$2.04M +$46.5K +438 +2%
ACP
1125
Aveo Capital Partners
Colorado
$2.04M +$19.5K +184 +1%
43 44
45
46 47

IJR Hedge Fund Activity: Q1 2024 in Review

2,326 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2024, worth a combined $56.2B — up 0.19% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new IJR positions and 97 closed out — a net gain of 47 holders — while 1,052 added to existing stakes and 868 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $501M. The largest seller was Morgan Stanley, cutting an estimated $1.95B.

  • 2,326 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2024, up from 2,310 in Q4 2023.
  • Funds reported $56.2B of iShares Core S&P Small-Cap ETF stock for Q1 2024, up 0.19% quarter-over-quarter.
  • 144 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2024 and 97 closed out, a net change of +47 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q1 2024 was Fidelity Investments, an estimated $501M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2024.