IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
33%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.98B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$129M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.61B
5
CAM
5
Cresset Asset Management
Illinois
$285M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
2
US Bancorp
Minnesota
$516M
3
HNB
3
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
5
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
101
Oakworth Capital
Alabama
$60M +$27.5M +276,270 +85%
SSB
102
Sandy Spring Bank
Maryland
$59.8M +$979K +9,822 +2%
AssetMark Inc
103
AssetMark Inc
California
$59.1M +$164K +1,641 +0.3%
SIC
104
Sigma Investment Counselors
Michigan
$58.4M +$707K +7,093 +1%
AWM
105
AE Wealth Management
Kansas
$57M +$1.6M +16,067 +3%
MAM
106
Madison Asset Management
Wisconsin
$55.7M -$2.32M -23,325 -4%
FBFS
107
First Business Financial Services
Wisconsin
$54.7M -$993K -9,962 -2%
SLT
108
St Louis Trust
Missouri
$54.6M -$725K -7,275 -1%
GT
109
Glenview Trust
Kentucky
$54.5M +$2.61M +26,202 +5%
Jane Street
110
Jane Street
New York
$53.3M +$47.8M +479,609 +867%
MAWA
111
Moss Adams Wealth Advisors
Washington
$53.1M -$562K -5,641 -1%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$52.7M +$5.63M +56,537 +12%
OAM
113
Oppenheimer Asset Management
New York
$50.7M -$693K -6,954 -1%
AF
114
Arrow Financial
New York
$50.5M +$6.64M +66,651 +15%
ODIJL
115
One Day In July LLC
Vermont
$50.3M +$1.8M +18,015 +4%
GIM
116
Goelzer Investment Management
Indiana
$50.1M +$191K +1,913 +0.4%
BF
117
BOK Financial
Oklahoma
$49.7M -$547K -5,490 -1%
FSC
118
Full Sail Capital
Oklahoma
$49.2M +$785K +7,875 +2%
JSW
119
Journey Strategic Wealth
New Jersey
$49M -$407K -4,083 -0.8%
FIB
120
First Interstate Bank
Montana
$48.7M -$31.6M -317,558 -39%
SWP
121
Stratos Wealth Partners
Ohio
$47.3M +$6.84M +68,617 +17%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.8M +$1.81M +18,170 +4%
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$46.7M -$231K -2,318 -0.5%
PAG
124
Private Advisor Group
New Jersey
$46.1M -$1.51M -15,000 -3%
APCM
125
Alaska Permanent Capital Management
Alaska
$46.1M +$3.11M +31,178 +7%
3 4
5
6 7