IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$245M
2
Wells Fargo
Wells Fargo
California
+$176M
3
Bank of America
Bank of America
North Carolina
+$164M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$104M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$1.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$722M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414M
4
Osaic Holdings
Osaic Holdings
Arizona
-$293M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
1351
HighMark Wealth Management
Minnesota
$501K -$24.3K -215 -5%
WWM
1352
Wolff Wiese Magana
California
$499K -$53.1K -470 -10%
BFS
1353
Bradley Foster & Sargent
Connecticut
$498K +$498K +4,404 New
HWM
1354
Howard Wealth Management
Connecticut
$497K +$21.4K +190 +5%
CG
1355
Caprock Group
Idaho
$497K +$54.2K +480 +12%
FEG
1356
Fund Evaluation Group
Ohio
$496K -$34.5K -305 -6%
QPWM
1357
Quadrant Private Wealth Management
Pennsylvania
$492K +$24.6K +218 +5%
IC
1358
Innealta Capital
Texas
$491K +$237K +2,098 +93%
PCA
1359
Peddock Capital Advisors
Massachusetts
$486K +$1.1K +10 +0.2%
NSIM
1360
North Star Investment Management
Illinois
$486K +$18.2K +161 +4%
NEIRG
1361
New England Investment & Retirement Group
Massachusetts
$485K +$66.5K +588 +16%
Vontobel Holding
1362
Vontobel Holding
Switzerland
$483K +$483K +4,279 New
FCM
1363
Firestone Capital Management
Florida
$482K – – –
GAMC
1364
Garner Asset Management Corp
Texas
$481K +$1.36K +12 +0.3%
OBWG
1365
Onyx Bridge Wealth Group
New York
$481K +$24.3K +228 +5%
PG
1366
Prostatis Group
Maryland
$478K -$149K -1,319 -24%
KCM
1367
Karp Capital Management
California
$478K +$478K +4,229 New
PWM
1368
Paulson Wealth Management
Illinois
$475K – – –
ZB
1369
Zions Bancorporation
Utah
$472K -$91.8K -812 -16%
IWA
1370
Intercontinental Wealth Advisors
Texas
$472K – – –
BWP
1371
Baldwin Wealth Partners
Massachusetts
$471K +$56.5K +500 +14%
FM
1372
Foster & Motley
Ohio
$469K -$2.48K -22 -0.5%
HA
1373
Harborview Advisors
Maine
$468K – – –
TFS
1374
TrustCore Financial Services
Tennessee
$467K +$565 +5 +0.1%
6M
1375
6 Meridian
Kansas
$466K -$5.54K -49 -1%
53 54
55
56 57