IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,041 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,018 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+237
Holders Change %
+13.14%
% of All Funds
31.52%
Holding in Top 10
349
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.72%
% of All Funds
5.39%
New
330
Increased
1,018
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$428M
2
Bank of America
Bank of America
North Carolina
+$193M
3
Truist Financial
Truist Financial
North Carolina
+$175M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$171M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$370M
2
Morgan Stanley
Morgan Stanley
New York
-$307M
3
HNB
Huntington National Bank
Ohio
-$249M
4
Barclays
Barclays
United Kingdom
-$125M
5
State Street
State Street
Massachusetts
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1251
Gilbert & Cook
Iowa
$999K -$60.4K -527 -6%
EDRIA
1252
Edmonds Duncan Registered Investment Advisors
Kansas
$997K -$16.6K -153 -2%
BCM
1253
Brookmont Capital Management
Texas
$996K +$14.4K +126 +1%
DDC
1254
DF Dent & Co
Maryland
$996K +$996K +8,696 New
OR
1255
Olympiad Research
Connecticut
$995K +$102K +888 +11%
OFG
1256
Oxford Financial Group
Indiana
$991K +$199K +1,739 +25%
EA
1257
Eudaimonia Advisors
Tennessee
$989K +$989K +8,639 New
CI
1258
Cigna Investments
Connecticut
$987K – – –
MFT
1259
Moisand Fitzgerald Tamayo
Florida
$986K +$229 +2 +0%
D
1260
Dentgroup
Louisiana
$986K +$986K +8,611 New
FAN
1261
Financial Advisors Network
California
$981K -$20.3K -177 -2%
SVWAG
1262
Sound View Wealth Advisors Group
Georgia
$981K +$57.4K +501 +6%
WJWM
1263
Williams Jones Wealth Management
New York
$980K -$68K -594 -6%
ACP
1264
Aviance Capital Partners
Florida
$980K +$137K +1,198 +16%
PMFA
1265
Plante Moran Financial Advisors
Michigan
$974K -$3.67K -32 -0.4%
IA
1266
Insight Advisors
Pennsylvania
$970K +$5.27K +46 +0.5%
WFA
1267
Wells Financial Advisors
Massachusetts
$967K +$564K +4,925 +140%
SFS
1268
Security Financial Services
Indiana
$961K +$961K +8,394 New
TC
1269
Titleist Capital
Texas
$959K +$959K +8,378 New
TC
1270
TownSquare Capital
Utah
$955K +$265K +2,311 +38%
TFP
1271
Tilia Fiduciary Partners
North Carolina
$953K +$953K +8,323 New
COCM
1272
Charter Oak Capital Management
New Hampshire
$952K -$36.3K -317 -4%
Voloridge Investment Management
1273
Voloridge Investment Management
Florida
$952K +$952K +8,310 New
RFA
1274
Resurgent Financial Advisors
Georgia
$949K +$949K +8,287 New
CFO
1275
Collective Family Office
Pennsylvania
$947K -$65K -567 -6%
49 50
51
52 53