IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,450 hedge funds and large institutions have $29.1B invested in iShares Core S&P Small-Cap ETF in 2020 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 584 increasing their positions, 611 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,450
Holders Change
+14
Holders Change %
+0.97%
% of All Funds
29.33%
Holding in Top 10
207
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.96%
% of All Funds
4.19%
New
100
Increased
584
Reduced
611
Closed
70
Calls
$174M
Puts
$51.8M
Net Calls
+$122M
Net Calls Change
+$33.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$225M
2
Charles Schwab
Charles Schwab
California
+$126M
3
Goldman Sachs
Goldman Sachs
New York
+$91.3M
4
AA
Acorns Advisers
California
+$91M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$82.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$125M
2
HNB
Huntington National Bank
Ohio
-$110M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$95.2M
4
Bank of America
Bank of America
North Carolina
-$41.9M
5
AF
Ally Financial
Michigan
-$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1201
Mitchell Capital Management
Kansas
$274K -$65.4K -933 -19%
6M
1202
6 Meridian
Kansas
$272K +$44.2K +630 +19%
BCA
1203
Biltmore Capital Advisors
New Jersey
$272K +$272K +3,867 New
FBB
1204
Fulton Breakefield Broenniman
Maryland
$268K – – –
VBFG
1205
Vishria Bird Financial Group
Tennessee
$267K – – –
FFA
1206
First Foundation Advisors
California
$266K -$312K -4,449 -54%
PP
1207
Patten & Patten
Tennessee
$266K – – –
NEIRG
1208
New England Investment & Retirement Group
Massachusetts
$265K – – –
BP
1209
BBR Partners
New York
$265K +$912 +13 +0.3%
PGA
1210
Portland Global Advisors
Maine
$263K – – –
GWS
1211
Glassman Wealth Services
Virginia
$263K +$108K +1,544 +70%
RRWA
1212
Rainey & Randall Wealth Advisors
Florida
$263K +$263K +3,748 New
VWM
1213
Vigilare Wealth Management
Arizona
$262K -$348K -4,954 -57%
LRIA
1214
Leonard Rickey Investment Advisors
Washington
$261K +$261K +3,710 New
MMA
1215
Miracle Mile Advisors
California
$261K +$261K +3,718 New
RBFC
1216
Roman Butler Fullerton & Co
Missouri
$260K -$40.5K -576 -13%
WC
1217
Woodstock Corp
Massachusetts
$260K -$10.5K -150 -4%
ANB
1218
Amarillo National Bank
Texas
$259K -$39.9K -568 -13%
ECG
1219
Edge Capital Group
Georgia
$258K -$70.3K -1,000 -21%
GWM
1220
Gray Wealth Management
Maine
$258K +$4.91K +70 +2%
ZIC
1221
ZWJ Investment Counsel
Georgia
$258K +$4.91K +70 +2%
LSA
1222
Lion Street Advisors
Texas
$258K +$258K +3,731 New
OWM
1223
Orgel Wealth Management
Wisconsin
$257K +$1.19K +17 +0.5%
DHFB
1224
Dixon Hubard Feinour & Brown
Virginia
$256K – – –
QPWM
1225
Quadrant Private Wealth Management
Pennsylvania
$256K +$256K +3,640 New
47 48
49
50 51