IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,722 hedge funds and large institutions have $40B invested in iShares Core S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 665 increasing their positions, 568 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
+272
Holders Change %
+18.76%
% of All Funds
30.55%
Holding in Top 10
290
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+40.1%
% of All Funds
5.15%
New
340
Increased
665
Reduced
568
Closed
42
Calls
$264M
Puts
$124M
Net Calls
+$139M
Net Calls Change
+$17.4M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$252M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$240M
4
Morgan Stanley
Morgan Stanley
New York
+$202M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$152M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$658M
2
PPFA
Provida Pension Fund Administrator
Chile
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
HNB
Huntington National Bank
Ohio
-$98.5M
5
LPL Financial
LPL Financial
California
-$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1276
Gibson Capital
Pennsylvania
$463K -$3.58K -39 -0.8%
SSWM
1277
Smith Salley Wealth Management
North Carolina
$461K – – –
ACM
1278
AlphaStar Capital Management
North Carolina
$458K -$119K -1,198 -21%
HWM
1279
HighMark Wealth Management
Minnesota
$457K -$19.7K -214 -4%
HCM
1280
Howland Capital Management
Massachusetts
$455K – – –
JCM
1281
Jacobi Capital Management
Pennsylvania
$453K +$24.5K +266 +6%
WCM
1282
WealthBridge Capital Management
Ohio
$451K – – –
OWA
1283
Octavia Wealth Advisors
Ohio
$450K +$450K +4,898 New
WPC
1284
White Pine Capital
Minnesota
$448K +$13.3K +145 +3%
CWMU
1285
Caliber Wealth Management (Utah)
Utah
$448K +$448K +4,874 New
FA
1286
FMA Advisory
Pennsylvania
$445K -$29.2K -317 -6%
SMG
1287
Smart Money Group
Texas
$444K -$6.34K -69 -1%
ACM
1288
Ashford Capital Management
Delaware
$441K +$441K +4,798 New
APW
1289
Aurora Private Wealth
New Jersey
$440K -$48.8K -531 -10%
NB
1290
NBT Bank
New York
$440K +$29.9K +325 +7%
HA
1291
Harborview Advisors
Maine
$439K -$1.75K -19 -0.4%
WC
1292
Woodstock Corp
Massachusetts
$437K +$96.4K +1,050 +28%
EHC
1293
Everett Harris & Co
California
$434K +$37.4K +407 +9%
CG
1294
Caprock Group
Idaho
$433K -$71.2K -775 -14%
BWP
1295
BSW Wealth Partners
Colorado
$432K +$9.46K +103 +2%
T. Rowe Price Associates
1296
T. Rowe Price Associates
Maryland
$432K +$432K +4,703 New
EA
1297
Emerald Advisors
Washington
$431K -$1.55M -16,914 -78%
HR
1298
Hayden Royal
North Carolina
$431K -$1.06M -11,513 -71%
FEG
1299
Fund Evaluation Group
Ohio
$431K -$6.89K -75 -2%
ClearBridge Investments
1300
ClearBridge Investments
New York
$429K +$124K +1,355 +41%
50 51
52
53 54