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iShares Core S&P Small-Cap ETF
IJR

2,326 hedge funds and large institutions have $56.2B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 1,052 increasing their positions, 868 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 97

21% more repeat investments, than reductions

Existing positions increased: 1,052 | Existing positions reduced: 868

5% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $63.2M

1% more funds holding

Funds holding: 2,310 → 2,326 (+16)

0% more capital invested

Capital invested by funds: $56.1B → $56.2B (+$106M)

2.96% less ownership

Funds ownership: 72.72% → 69.76% (-3%)

7% less funds holding in top 10

Funds holding in top 10: 369 → 345 (-24)

Holders
2,326
Holders Change
+16
Holders Change %
+0.69%
% of All Funds
33.5%
Holding in Top 10
345
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-6.5%
% of All Funds
4.97%
New
144
Increased
1,052
Reduced
868
Closed
97
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$501M
2
Bank of America
Bank of America
North Carolina
+$301M
3
CAM
Cresset Asset Management
Illinois
+$268M
4
LPL Financial
LPL Financial
California
+$135M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$115M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.95B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$192M
3
PPFA
Provida Pension Fund Administrator
Chile
-$142M
4
Goldman Sachs
Goldman Sachs
New York
-$127M
5
Osaic Holdings
Osaic Holdings
Arizona
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
101
Oakworth Capital
Alabama
$65.4M +$1.67M +15,752 +3%
SIC
102
Sigma Investment Counselors
Michigan
$64.8M -$20.8K -196 -0%
WT
103
Whittier Trust
California
$64.4M +$2.8M +26,365 +5%
ODIJL
104
One Day In July LLC
Vermont
$63.9M -$121K -1,140 -0.2%
APCM
105
Alaska Permanent Capital Management
Alaska
$63.6M +$9.95M +93,710 +19%
SLT
106
St Louis Trust
Missouri
$61.8M +$338K +3,180 +0.6%
FBFS
107
First Business Financial Services
Wisconsin
$61.6M +$265K +2,492 +0.4%
SPIA
108
Steward Partners Investment Advisory
New York
$61.2M +$3.52M +33,130 +6%
SWP
109
Stratos Wealth Partners
Ohio
$60.8M +$6.01M +56,555 +11%
BCM
110
Becker Capital Management
Oregon
$59.6M +$1.93M +18,186 +3%
PAG
111
Private Advisor Group
New Jersey
$59.5M +$58.9K +555 +0.1%
SF
112
Synovus Financial
Georgia
$59.4M +$5.11M +48,105 +10%
BF
113
BOK Financial
Oklahoma
$58.5M -$3.93M -37,054 -6%
TIAA Trust, National Association
114
TIAA Trust, National Association
North Carolina
$58.2M -$14.7M -138,829 -21%
AF
115
Arrow Financial
New York
$57.8M +$1.03M +9,671 +2%
FSC
116
Full Sail Capital
Oklahoma
$57.3M +$2.48M +23,395 +5%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$55.8M +$2.29M +21,561 +4%
KA
118
Klingman & Associates
New York
$55M +$1.82M +17,148 +4%
SWM
119
Spire Wealth Management
Virginia
$54.7M -$126K -1,182 -1%
FIB
120
First Interstate Bank
Montana
$54.5M -$708K -6,671 -1%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$54M -$26.6M -250,391 -34%
DWM
122
Dynasty Wealth Management
Florida
$53M +$50.9M +479,451 New
SFM
123
Stack Financial Management
Montana
$52.9M +$50.9M +479,015 New
FA
124
Financial Advisors
Massachusetts
$52.8M +$1.11M +10,428 +2%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$52.3M +$3.75M +35,318 +8%
3 4
5
6 7

IJR Hedge Fund Activity: Q1 2024 in Review

2,326 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2024, worth a combined $56.2B — up 0.19% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new IJR positions and 97 closed out — a net gain of 47 holders — while 1,052 added to existing stakes and 868 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $501M. The largest seller was Morgan Stanley, cutting an estimated $1.95B.

  • 2,326 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2024, up from 2,310 in Q4 2023.
  • Funds reported $56.2B of iShares Core S&P Small-Cap ETF stock for Q1 2024, up 0.19% quarter-over-quarter.
  • 144 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2024 and 97 closed out, a net change of +47 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q1 2024 was Fidelity Investments, an estimated $501M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2024.