IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

623 hedge funds and large institutions have $9B invested in iShares Core S&P Small-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 278 increasing their positions, 192 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
623
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
17.41%
Holding in Top 10
80
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.24%
New
42
Increased
278
Reduced
192
Closed
35
Calls
$20.1M
Puts
$16M
Net Calls
+$4.07M
Net Calls Change
-$11M

Top Buyers

1
HI
1
Horizon Investments
North Carolina
$59.4M
2
LPL Financial
2
LPL Financial
California
$193M
3
UBS Group
3
UBS Group
Switzerland
$379M
4
Wells Fargo
4
Wells Fargo
California
$1.85B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$191M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$76.5M
2
HNB
2
Huntington National Bank
Ohio
$50.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$390M
4
State Street
4
State Street
Massachusetts
$18.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
101
BlackRock Fund Advisors
California
$13.3M +$1.06M +19,976 +9%
JPMPWA
102
J.P. Morgan Private Wealth Advisors
California
$13.1M +$1.33M +24,894 +11%
HW
103
Hancock Whitney
Mississippi
$12.3M -$1.24M -23,222 -9%
RWM
104
Rezny Wealth Management
Florida
$12.3M +$13.2K +248 +0.1%
SGAM
105
Steinberg Global Asset Management
Florida
$11.9M -$8.85K -166 -0.1%
VC
106
Vestor Capital
Illinois
$11.8M +$167K +3,140 +1%
COPPSERS
107
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.7M – – –
WSFS
108
Wilmington Savings Fund Society
Delaware
$11.4M +$496K +9,314 +5%
BF
109
BOK Financial
Oklahoma
$11.1M -$1.95M -36,586 -15%
GI
110
Gradient Investments
Minnesota
$10.9M +$564K +10,580 +5%
JMFC
111
J.M. Forbes & Co
Massachusetts
$10.6M -$18.2K -342 -0.2%
TCOV
112
Trust Company of Vermont
Vermont
$10.6M +$197K +3,702 +2%
PHAM
113
Palisades Hudson Asset Management
Florida
$10.6M +$324K +6,076 +3%
SFS
114
Summit Financial Strategies
Ohio
$10.5M -$198K -3,714 -2%
TRCT
115
Tower Research Capital (TRC)
New York
$10.4M +$10.4M +195,562 New
SB
116
Suntrust Banks
Georgia
$10.3M +$1M +18,774 +11%
CS
117
Credit Suisse
Switzerland
$10.2M +$36.3K +682 +0.4%
EC
118
Estate Counselors
Wisconsin
$10.2M -$2.65M -49,760 -21%
SMC
119
Smith, Moore & Co
Missouri
$9.95M +$57.2K +1,074 +0.6%
PMG
120
ProVise Management Group
Florida
$9.91M -$231K -4,336 -2%
BFO
121
Boston Family Office
Massachusetts
$9.88M -$100K -1,880 -1%
AI
122
Atria Investments
North Carolina
$9.86M +$543K +10,186 +6%
F
123
FutureAdvisor
California
$9.79M +$653K +12,262 +7%
CB
124
Community Bank
New York
$9.42M -$174K -3,270 -2%
CCM
125
Covington Capital Management
California
$9.34M +$1.4M +26,272 +18%
3 4
5
6 7