IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,722 hedge funds and large institutions have $40B invested in iShares Core S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 665 increasing their positions, 568 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
+272
Holders Change %
+18.76%
% of All Funds
30.55%
Holding in Top 10
290
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+40.1%
% of All Funds
5.15%
New
340
Increased
665
Reduced
568
Closed
42
Calls
$264M
Puts
$124M
Net Calls
+$139M
Net Calls Change
+$17.4M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$252M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$240M
4
Morgan Stanley
Morgan Stanley
New York
+$202M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$152M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$658M
2
PPFA
Provida Pension Fund Administrator
Chile
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
HNB
Huntington National Bank
Ohio
-$98.5M
5
LPL Financial
LPL Financial
California
-$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
1401
TruWealth Advisors
Louisiana
$313K +$313K +3,401 New
PCM
1402
Palisade Capital Management
New Jersey
$313K +$313K +3,403 New
AFG
1403
Allegheny Financial Group
Pennsylvania
$312K +$312K +3,392 New
MAP
1404
Milestone Advisory Partners
North Carolina
$311K – – –
VAG
1405
VisionPoint Advisory Group
Texas
$310K -$58.7K -639 -16%
MMA
1406
Miracle Mile Advisors
California
$309K -$32.4K -353 -9%
AWA
1407
Acorn Wealth Advisors
Michigan
$309K +$32.4K +352 +12%
AWMG
1408
Alliance Wealth Management Group
New Jersey
$307K -$135K -1,462 -31%
FAM
1409
Formidable Asset Management
Ohio
$306K -$6.93K -76 -2%
MMM
1410
Mendel Money Management
Illinois
$306K +$8.46K +92 +3%
TWM
1411
Titus Wealth Management
California
$305K +$16.1K +176 +6%
FBB
1412
Fulton Breakefield Broenniman
Maryland
$304K -$46.6K -508 -13%
QPWM
1413
Quadrant Private Wealth Management
Pennsylvania
$303K -$31.9K -347 -10%
KFP
1414
KMG Fiduciary Partners
Ohio
$303K +$303K +3,258 New
DIP
1415
DT Investment Partners
Pennsylvania
$302K -$306K -3,323 -50%
JAWM
1416
J. Arnold Wealth Management
Ohio
$301K +$1.01K +11 +0.3%
GAG
1417
GM Advisory Group
New York
$300K +$300K +3,266 New
MIM
1418
Macroview Investment Management
Maryland
$299K +$33.7K +366 +13%
BWP
1419
Baldwin Wealth Partners
Massachusetts
$298K – – –
RWG
1420
Regal Wealth Group
California
$296K -$27.1K -295 -8%
DIM
1421
Delta Investment Management
California
$296K +$10.3K +112 +4%
SP
1422
Successful Portfolios
Florida
$294K -$238K -2,597 -45%
ACM
1423
Advisors Capital Management
New Jersey
$290K +$290K +3,157 New
MFW
1424
Mosaic Family Wealth
Missouri
$289K +$10.6K +115 +4%
FMTC
1425
Farmers & Merchants Trust Company
California
$288K – – –
55 56
57
58 59