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 %
AWP
1301
Ascent Wealth Partners
New York
$873K +$25.9K +226 +3%
MMHP
1302
Murphy Middleton Hinkle & Parker
Georgia
$871K – – –
CIAS
1303
CFS Investment Advisory Services
New Jersey
$871K +$14.8K +140 +2%
TCM
1304
Tufton Capital Management
Maryland
$868K +$572 +5 +0.1%
WA
1305
Wealth Advisors
California
$866K -$9.16K -80 -1%
PWP
1306
Perfromance Wealth Partners
Illinois
$866K +$866K +7,560 New
SCG
1307
Sonata Capital Group
Washington
$865K – – –
CT
1308
Coastline Trust
Rhode Island
$865K +$27.5K +240 +3%
EP
1309
Edgestream Partners
New Jersey
$864K +$387K +3,376 +81%
PFA
1310
Professional Financial Advisors
Nebraska
$863K -$19.4K -169 -2%
SWM
1311
Stockman Wealth Management
Montana
$860K +$4.13K +36 +0.5%
PPWP
1312
Proquility Private Wealth Partners
Nevada
$860K +$860K +8,061 New
LC
1313
Lincoln Capital
Nebraska
$859K +$55.6K +486 +7%
LFA
1314
Legacy Financial Advisors
Kentucky
$853K +$15.3K +134 +2%
RWM
1315
Rockwood Wealth Management
Pennsylvania
$852K +$852K +7,442 New
IAA
1316
Independent Advisor Alliance
North Carolina
$848K +$510K +4,456 +151%
ASW
1317
Astoria Strategic Wealth
Texas
$848K +$848K +7,406 New
SCA
1318
STALEY CAPITAL ADVISERS
Pennsylvania
$847K -$160K -1,400 -16%
DY
1319
Dowling & Yahnke
California
$846K -$97.3K -850 -10%
Vontobel Holding
1320
Vontobel Holding
Switzerland
$846K +$846K +7,392 New
Fayez Sarofim & Co
1321
Fayez Sarofim & Co
Texas
$842K – – –
BWA
1322
Bordeaux Wealth Advisors
California
$840K – – –
SWM
1323
Southern Wealth Management
Texas
$837K +$455K +3,976 +119%
GSAM
1324
Grant Street Asset Management
Pennsylvania
$836K +$620K +5,421 +288%
APWM
1325
Atlas Private Wealth Management
New York
$835K +$3.9K +34 +0.5%
51 52
53
54 55