iShares Core S&P Small-Cap ETF
IJR
1,306 hedge funds and large institutions have $23.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 207 funds opening new positions, 594 increasing their positions, 401 reducing their positions, and 107 closing their positions.
265% more call options, than puts
Call options by funds: $116M | Put options by funds: $31.9M
93% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 107
48% more repeat investments, than reductions
Existing positions increased: 594 | Existing positions reduced: 401
7% more funds holding
Funds holding: 1,218 → 1,306 (+88)
4% more funds holding in top 10
Funds holding in top 10: 225 → 234 (+9)
2.71% more ownership
Funds ownership: 59.76% → 62.47% (+2.7%)
16% less capital invested
Capital invested by funds: $27.9B → $23.3B (-$4.57B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$315M |
| 2 |
State Street
Boston,
Massachusetts
|
+$239M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$159M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$147M |
| 5 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$268M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$244M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$206M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$85.2M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$78.6M |
IJR Hedge Fund Activity: Q4 2018 in Review
1,306 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2018, worth a combined $23.3B — down 16% from $27.9B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new IJR positions and 107 closed out — a net gain of 100 holders — while 594 added to existing stakes and 401 trimmed.
The largest buyer was Provida Pension Fund Administrator, adding an estimated $315M. The largest seller was Cornerstone Wealth Management, cutting an estimated $268M.
- 1,306 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2018, up from 1,218 in Q3 2018.
- Funds reported $23.3B of iShares Core S&P Small-Cap ETF stock for Q4 2018, down 16% quarter-over-quarter.
- 207 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2018 and 107 closed out, a net change of +100 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2018 was Provida Pension Fund Administrator, an estimated $315M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $268M sold.
Based on aggregated 13F filings for Q4 2018.