IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,346 hedge funds and large institutions have $27.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 451 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,346
Holders Change
+41
Holders Change %
+3.14%
% of All Funds
29.18%
Holding in Top 10
238
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.71%
% of All Funds
5.16%
New
124
Increased
645
Reduced
451
Closed
61
Calls
$177M
Puts
$13.3M
Net Calls
+$164M
Net Calls Change
+$79.9M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$261M
2
FCAS
First Command Advisory Services
Texas
$239M
3
BlackRock
BlackRock
New York
$832M
4
S
Schroders
United Kingdom
$186M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$162M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$83M
2
State Street
State Street
Massachusetts
$94.6M
3
HNB
Huntington National Bank
Ohio
$152M
4
Wells Fargo
Wells Fargo
California
$1.75B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
101
Capital Investment Advisors
Georgia
$37M +$489K +6,337 +1%
LI
102
LVZ Inc
Michigan
$36.6M +$20.6M +267,110 +129%
FBFS
103
First Business Financial Services
Wisconsin
$36.4M +$5.31M +68,877 +17%
WF
104
WealthTrust Fairport
Ohio
$36.4M +$496K +6,434 +1%
BF
105
BOK Financial
Oklahoma
$36M -$996K -12,915 -3%
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$35.9M +$589K +7,639 +2%
AIM
107
Acropolis Investment Management
Missouri
$35.6M -$908K -11,768 -2%
RW
108
RVW Wealth
California
$35.3M +$35.3M +458,007 New
SSB
109
Sandy Spring Bank
Maryland
$35.1M +$792K +10,267 +2%
PP
110
Pegasus Partners
Wisconsin
$34.4M +$5.72M +74,126 +20%
GHA
111
GW Henssler & Associates
Georgia
$34.3M +$123K +1,593 +0.4%
CTA
112
Chesley Taft & Associates
Illinois
$34.2M +$4.07M +52,722 +14%
Creative Planning
113
Creative Planning
Kansas
$34.1M +$626K +8,115 +2%
ECM
114
ETrade Capital Management
Virginia
$34M +$5.38M +69,787 +19%
APCM
115
Alaska Permanent Capital Management
Alaska
$33.8M +$780K +10,113 +2%
SWM
116
SigFig Wealth Management
California
$33.6M +$4.38M +56,781 +15%
V
117
Veritable
Delaware
$33.3M +$381K +4,933 +1%
FT
118
Fiduciary Trust
Massachusetts
$33.3M +$7.36M +95,447 +28%
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$32.6M +$241K +3,122 +0.7%
WA
120
Wealth Architects
California
$31.2M +$843K +10,929 +3%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$30.9M +$13M +168,552 +73%
CAG
122
Crestwood Advisors Group
Massachusetts
$30.9M +$1.5M +19,495 +5%
BSB
123
Bangor Savings Bank
Maine
$30.3M -$410K -5,309 -1%
DT
124
Diversified Trust
Tennessee
$29.4M +$1.21M +15,725 +4%
CWM
125
Connecticut Wealth Management
Connecticut
$28.7M +$4.58M +59,301 +19%
3 4
5
6 7