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 %
T
1326
TRUADVICE
Florida
$831K -$329K -3,082 -28%
FMBTD
1327
First Midwest Bank Trust Division
Illinois
$830K +$11.9K +104 +1%
GMA
1328
Goldstein Munger & Associates
California
$829K +$14.9K +130 +2%
VC
1329
Veracity Capital
Georgia
$826K -$24.8K -217 -3%
HFS
1330
Haverford Financial Services
Pennsylvania
$824K – – –
NRW
1331
Nova R Wealth
Kansas
$823K +$823K +7,187 New
CRI
1332
Colonial River Investments
Virginia
$823K +$823K +7,189 New
DCM
1333
Donaldson Capital Management
Indiana
$820K -$4.35K -38 -0.5%
WP
1334
Wealthspan Partners
Iowa
$817K +$817K +7,131 New
JCM
1335
Janney Capital Management
Pennsylvania
$816K -$13.3K -116 -2%
PRWA
1336
Platte River Wealth Advisors
Colorado
$815K +$26.1K +230 +3%
TA
1337
TrueWealth Advisors
Alabama
$813K +$406K +3,542 +100%
WI
1338
WrapManager Inc
California
$812K -$50.1K -437 -6%
AW
1339
ACG Wealth
Georgia
$809K +$111K +971 +16%
CCA
1340
Cobblestone Capital Advisors
New York
$809K +$165K +1,444 +26%
SAMT
1341
Select Asset Management & Trust
Pennsylvania
$808K +$808K +7,059 New
VIA
1342
Vickerman Investment Advisors
Washington
$806K +$85.1K +743 +12%
DACG
1343
Donor Advised Charitable Giving
California
$804K +$205K +1,792 +34%
SCFS
1344
S.C. Financial Services
Arizona
$798K +$798K +7,065 New
MSFS
1345
Main Street Financial Solutions
Pennsylvania
$797K +$687 +6 +0.1%
PLU
1346
Performa Ltd (US)
South Carolina
$795K +$264K +2,302 +50%
ACK
1347
Andrew C. Karlinski
$793K +$793K +6,924 New
BLC
1348
Brown, Lisle/Cummings
Rhode Island
$791K +$791K +6,911 New
HVIA
1349
Hudson Valley Investment Advisors
New York
$790K -$1.72K -15 -0.2%
GCA
1350
Gradient Capital Advisors
California
$786K -$22.6K -197 -3%
52 53
54
55 56