iShares Core S&P Small-Cap ETF
IJR
2,115 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 889 increasing their positions, 880 reducing their positions, and 99 closing their positions.
34% more call options, than puts
Call options by funds: $37.8M | Put options by funds: $28.1M
29% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 99
1% more repeat investments, than reductions
Existing positions increased: 889 | Existing positions reduced: 880
0.08% less ownership
Funds ownership: 69.83% → 69.75% (-0.08%)
1% less funds holding
Funds holding: 2,132 → 2,115 (-17)
3% less funds holding in top 10
Funds holding in top 10: 350 → 339 (-11)
10% less capital invested
Capital invested by funds: $50.3B → $45.5B (-$4.85B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$446M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$137M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$118M |
| 4 |
Bank of New York Mellon
New York
|
+$117M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$245M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$124M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$120M |
| 4 |
BlackRock
New York
|
-$110M |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$108M |
IJR Hedge Fund Activity: Q1 2023 in Review
2,115 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2023, worth a combined $45.5B — down 9.6% from $50.3B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new IJR positions and 99 closed out — a net gain of 29 holders — while 889 added to existing stakes and 880 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $446M. The largest seller was Cresset Asset Management, cutting an estimated $245M.
- 2,115 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2023, down from 2,132 in Q4 2022.
- Funds reported $45.5B of iShares Core S&P Small-Cap ETF stock for Q1 2023, down 9.6% quarter-over-quarter.
- 128 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2023 and 99 closed out, a net change of +29 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $446M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2023 was Cresset Asset Management, an estimated $245M sold.
Based on aggregated 13F filings for Q1 2023.