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
+$235M
4
S
Schroders
United Kingdom
+$186M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$125M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$171M
2
State Street
State Street
Massachusetts
-$144M
3
HNB
Huntington National Bank
Ohio
-$137M
4
Wells Fargo
Wells Fargo
California
-$98.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
1226
Horan Capital Advisors
Ohio
$142K +$142K +1,840 New
BRC
1227
Bell Rock Capital
Delaware
$141K -$15K -199 -10%
POIA
1228
Pin Oak Investment Advisors
Texas
$139K +$54.7K +711 +65%
SAM
1229
Shamrock Asset Management
Texas
$133K +$120K +1,557 +905%
FMTCOCP
1230
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133K +$133K +1,725 New
GT
1231
Glenmede Trust
Pennsylvania
$133K +$35.2K +456,696 +36%
TC
1232
Truvestments Capital
Florida
$132K +$132K +1,714 New
CB
1233
CNB Bank
Pennsylvania
$128K +$103K +1,332 +404%
FPB
1234
First PREMIER Bank
South Dakota
$127K – – –
GWS
1235
Glassman Wealth Services
Virginia
$122K – – –
OIA
1236
Optimum Investment Advisors
Illinois
$122K +$309 +4 +0.3%
JWM
1237
Janiczek Wealth Management
Colorado
$122K +$13.6K +176 +13%
IRC
1238
Investors Research Corp
Georgia
$122K +$122K +1,575 New
WCM
1239
Wealthcare Capital Management
Virginia
$115K -$7.42K -96 -6%
BWM
1240
Baystate Wealth Management
Massachusetts
$113K +$77.7K +967 +220%
CHP
1241
Cable Hill Partners
Oregon
$108K -$65K -840 -38%
FRA
1242
Front Row Advisors
California
$108K +$154 +2 +0.1%
WTB
1243
Washington Trust Bank
Washington
$105K +$40.1K +518 +62%
SL
1244
Salomon & Ludwin
Virginia
$103K – – –
BAM
1245
Bruderman Asset Management
New York
$100K -$5K -65 -5%
ADL
1246
Asset Dedication LLC
California
$100K +$2.91K +38 +3%
CH
1247
Canton Hathaway
Rhode Island
$96K -$66.6K -864 -41%
PWMG
1248
Prestige Wealth Management Group
New Jersey
$93K – – –
AWM
1249
Aevitas Wealth Management
Massachusetts
$91K +$1.3K +17 +1%
FNB
1250
Farmers National Bank
Kentucky
$86K +$86K +1,112 New
48 49
50
51 52