IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$227M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.03B
3
CWM
3
Circle Wealth Management
New Jersey
$200M
4
Citigroup
4
Citigroup
New York
$172M
5
Comerica Bank
5
Comerica Bank
Texas
$120M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$189M
2
CCA
2
Catalyst Capital Advisors
New York
$200M
3
MRC
3
Millburn Ridgefield Corp
New York
$200M
4
HI
4
Horizon Investments
North Carolina
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
101
AssetMark Inc
California
$58.4M +$2.45M +25,946 +4%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.8M +$13.5M +142,723 +30%
SSB
103
Sandy Spring Bank
Maryland
$57.7M +$1.13M +12,011 +2%
CCFCSB
104
Cape Cod Five Cents Savings Bank
Massachusetts
$55.9M +$28.4M +301,098 +103%
SIC
105
Sigma Investment Counselors
Michigan
$55.3M -$57.9K -614 -0.1%
OC
106
Oakworth Capital
Alabama
$54.7M -$2.14M -22,707 -4%
GT
107
Glenview Trust
Kentucky
$53.7M +$2.07M +21,989 +4%
MAWA
108
Moss Adams Wealth Advisors
Washington
$52.7M +$2.27M +23,983 +4%
ODIJL
109
One Day In July LLC
Vermont
$52.2M +$4.58M +48,587 +10%
MAM
110
Madison Asset Management
Wisconsin
$52M -$751K -7,965 -1%
SLT
111
St Louis Trust
Missouri
$51.9M +$186K +1,975 +0.4%
FBFS
112
First Business Financial Services
Wisconsin
$51.7M -$62.3K -660 -0.1%
OPS
113
Orion Portfolio Solutions
Nebraska
$51M -$38.9M -412,202 -43%
BCI
114
Brinker Capital Investments
Pennsylvania
$51M -$38.9M -412,202 -43%
GIM
115
Goelzer Investment Management
Indiana
$48.5M +$1.01M +10,739 +2%
AF
116
Arrow Financial
New York
$48.3M +$424K +4,493 +0.9%
Citadel Advisors
117
Citadel Advisors
Florida
$48.1M +$39.8M +421,895 +481%
FSC
118
Full Sail Capital
Oklahoma
$47.9M +$1.41M +14,966 +3%
OAM
119
Oppenheimer Asset Management
New York
$47M -$973K -10,314 -2%
SWP
120
Stratos Wealth Partners
Ohio
$46.8M +$2.03M +21,552 +5%
CA
121
Clearstead Advisors
Ohio
$46.6M +$24.9M +263,550 +114%
SF
122
Synovus Financial
Georgia
$46.3M -$54.8M -581,264 -54%
JSW
123
Journey Strategic Wealth
New Jersey
$46.3M -$104K -1,101 -0.2%
HI
124
Horizon Investments
North Carolina
$46.1M -$71.8M -760,731 -61%
Empower Advisory Group
125
Empower Advisory Group
Colorado
$46.1M +$39.8M +421,887 +636%
3 4
5
6 7