iShares Core S&P Small-Cap ETF
IJR
1,950 hedge funds and large institutions have $42.8B invested in iShares Core S&P Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 934 increasing their positions, 667 reducing their positions, and 117 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 934 | Existing positions reduced: 667
29% more call options, than puts
Call options by funds: $23M | Put options by funds: $17.8M
1% more funds holding in top 10
Funds holding in top 10: 330 → 334 (+4)
2% more capital invested
Capital invested by funds: $42.1B → $42.8B (+$687M)
0.2% less ownership
Funds ownership: 70.05% → 69.85% (-0.2%)
4% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 117
2% less funds holding
Funds holding: 1,983 → 1,950 (-33)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$594M |
| 2 |
LPL Financial
San Diego,
California
|
+$570M |
| 3 |
Goldman Sachs
New York
|
+$353M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$345M |
| 5 |
Morgan Stanley
New York
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$624M |
| 2 |
State Street
Boston,
Massachusetts
|
-$158M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$156M |
| 4 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
-$67.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48M |
IJR Hedge Fund Activity: Q3 2022 in Review
1,950 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2022, worth a combined $42.8B — up 1.6% from $42.1B a quarter earlier.
Sellers outnumbered buyers: 117 funds closed out of IJR and 112 opened new positions — a net loss of 5 holders — while 667 trimmed existing stakes and 934 added.
The largest buyer was Envestnet Asset Management, adding an estimated $594M. The largest seller was Bank of America, cutting an estimated $624M.
- 1,950 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2022, down from 1,983 in Q2 2022.
- Funds reported $42.8B of iShares Core S&P Small-Cap ETF stock for Q3 2022, up 1.6% quarter-over-quarter.
- 112 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2022 and 117 closed out, a net change of -5 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $594M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2022 was Bank of America, an estimated $624M sold.
Based on aggregated 13F filings for Q3 2022.