IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,556 hedge funds and large institutions have $32.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 649 increasing their positions, 478 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+226
Holders Change %
+16.99%
% of All Funds
30.73%
Holding in Top 10
274
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+21.78%
% of All Funds
5.41%
New
281
Increased
649
Reduced
478
Closed
40
Calls
$63.7M
Puts
$5.43M
Net Calls
+$58.3M
Net Calls Change
-$104M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$594M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$423M
3
Truist Financial
Truist Financial
North Carolina
+$172M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$123M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$104M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$147M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$98.2M
3
HI
Horizon Investments
North Carolina
-$94.8M
4
M&T Bank
M&T Bank
New York
-$77.9M
5
BlackRock
BlackRock
New York
-$74.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
1226
Holderness Investments Company
North Carolina
$378K -$168K -2,005 -31%
PCA
1227
Peddock Capital Advisors
Massachusetts
$378K -$118K -1,401 -24%
HWM
1228
Howard Wealth Management
Connecticut
$376K +$376K +4,495 New
WPC
1229
White Pine Capital
Minnesota
$375K -$40.8K -487 -10%
RM
1230
Resource Management
Louisiana
$375K +$375K +4,468 New
OWM
1231
Orgel Wealth Management
Wisconsin
$374K – – –
IIC
1232
Ironwood Investment Counsel
Arizona
$374K +$83.9K +1,003 +29%
CA
1233
Commerzbank Aktiengesellschaft
Germany
$373K – – –
CW
1234
CreativeOne Wealth
Kansas
$371K +$26.8K +320 +8%
SRC
1235
Shufro Rose & Co
New York
$371K +$45.8K +546 +14%
FFA
1236
First Foundation Advisors
California
$367K +$94.3K +1,124 +35%
TC
1237
TownSquare Capital
Utah
$366K -$127K -1,515 -26%
CB
1238
CNB Bank
Pennsylvania
$366K +$159K +1,895 +77%
1SB
1239
1ST Source Bank
Indiana
$365K +$5.62K +67 +2%
MW
1240
Marcum Wealth
Ohio
$365K +$365K +4,349 New
DI
1241
DAGCO Inc
Ohio
$364K +$6.71K +80 +2%
RSVP
1242
Ramsay Stattman Vela & Price
Colorado
$364K +$12.6K +150 +4%
PG
1243
Proffitt & Goodson
Tennessee
$363K – – –
EFS
1244
Essex Financial Services
Connecticut
$363K +$71K +847 +24%
PC
1245
Port Capital
Illinois
$361K -$76.3K -910 -17%
ANTB
1246
AMG National Trust Bank
Colorado
$361K – – –
CL
1247
CPWM LLC
Washington
$358K +$143K +1,703 +66%
FCM
1248
Firestone Capital Management
Florida
$358K +$358K +4,267 New
ACM
1249
AlphaStar Capital Management
North Carolina
$357K -$5.62K -67 -2%
ANB
1250
Amarillo National Bank
Texas
$357K – – –
48 49
50
51 52