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 %
MCM
1201
McRae Capital Management
New Jersey
$821K +$21.5K +190 +3%
HFS
1202
Haverford Financial Services
Pennsylvania
$813K – – –
GHA
1203
GW Henssler & Associates
Georgia
$807K -$27.2K -241 -3%
LA
1204
LexAurum Advisors
Kansas
$806K +$67.8K +600 +9%
AWP
1205
Ascent Wealth Partners
New York
$804K -$171K -1,516 -18%
GMA
1206
Goldstein Munger & Associates
California
$803K – – –
MSFS
1207
Main Street Financial Solutions
Pennsylvania
$802K -$101K -891 -11%
VFPI
1208
Vantage Financial Partners (Illinois)
Illinois
$802K +$11.3K +100 +1%
GCA
1209
Gradient Capital Advisors
California
$801K -$26.8K -237 -3%
CRI
1210
Colonial River Investments
Virginia
$801K +$10.1K +89 +1%
BOPW
1211
Brandywine Oak Private Wealth
Pennsylvania
$800K +$39.1K +346 +5%
ST
1212
Sabal Trust
Florida
$794K +$338K +2,990 +74%
F
1213
F3Logic
Minnesota
$788K +$481K +4,256 +157%
CA
1214
Claro Advisors
Massachusetts
$786K +$9.04K +80 +1%
PRWA
1215
Platte River Wealth Advisors
Colorado
$786K +$52K +460 +7%
MCM
1216
Maryland Capital Management
Maryland
$784K -$24.7K -219 -3%
LWMG
1217
Levy Wealth Management Group
Pennsylvania
$784K +$11.1K +98 +1%
RFG
1218
Range Financial Group
Oregon
$779K +$57.2K +506 +8%
RSVP
1219
Ramsay Stattman Vela & Price
Colorado
$775K +$4.52K +40 +0.6%
LC
1220
Lincoln Capital
Nebraska
$768K +$128K +1,135 +20%
CG
1221
Corundum Group
Colorado
$767K +$11.3K +100 +1%
CWM
1222
Calamos Wealth Management
Illinois
$760K -$35.8K -317 -5%
WPC
1223
Waters Parkerson & Co
Louisiana
$760K -$6.21K -55 -0.8%
CCA
1224
Cobblestone Capital Advisors
New York
$759K +$15.1K +134 +2%
FNC
1225
First National Corp
Massachusetts
$759K +$61.5K +901 +9%
47 48
49
50 51