iShares Core S&P Small-Cap ETF
IJR
1,559 hedge funds and large institutions have $32.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 651 increasing their positions, 478 reducing their positions, and 40 closing their positions.
1,073% more call options, than puts
Call options by funds: $63.7M | Put options by funds: $5.43M
605% more first-time investments, than exits
New positions opened: 282 | Existing positions closed: 40
36% more repeat investments, than reductions
Existing positions increased: 651 | Existing positions reduced: 478
22% more funds holding in top 10
Funds holding in top 10: 226 → 275 (+49)
17% more funds holding
Funds holding: 1,332 → 1,559 (+227)
16% more capital invested
Capital invested by funds: $27.9B → $32.3B (+$4.44B)
2.76% more ownership
Funds ownership: 63.42% → 66.18% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$570M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$406M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$165M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$118M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$99.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$94.2M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$91M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$77.9M |
| 4 |
BlackRock
New York
|
-$71.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$54.4M |
IJR Hedge Fund Activity: Q4 2019 in Review
1,559 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2019, worth a combined $32.3B — up 16% from $27.9B a quarter earlier.
Buyers outnumbered sellers: 282 funds opened new IJR positions and 40 closed out — a net gain of 242 holders — while 651 added to existing stakes and 478 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $570M. The largest seller was Envestnet Asset Management, cutting an estimated $94.2M.
- 1,559 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2019, up from 1,332 in Q3 2019.
- Funds reported $32.3B of iShares Core S&P Small-Cap ETF stock for Q4 2019, up 16% quarter-over-quarter.
- 282 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2019 and 40 closed out, a net change of +242 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2019 was Morgan Stanley, an estimated $570M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $94.2M sold.
Based on aggregated 13F filings for Q4 2019.