IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,380 hedge funds and large institutions have $21.5B invested in iShares Core S&P Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 543 increasing their positions, 655 reducing their positions, and 237 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
-176
Holders Change %
-11.31%
% of All Funds
30.48%
Holding in Top 10
200
Holding in Top 10 Change
-74
Holding in Top 10 Change %
-27.01%
% of All Funds
4.42%
New
84
Increased
543
Reduced
655
Closed
237
Calls
$24.3M
Puts
$26.6M
Net Calls
-$2.23M
Net Calls Change
-$60.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$590M
2
MRC
Millburn Ridgefield Corp
New York
+$172M
3
CCA
Catalyst Capital Advisors
New York
+$172M
4
PPFA
Provida Pension Fund Administrator
Chile
+$160M
5
FCAS
First Command Advisory Services
Texas
+$109M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$346M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$343M
3
HNB
Huntington National Bank
Ohio
-$158M
4
Ameriprise
Ameriprise
Minnesota
-$115M
5
UBS Group
UBS Group
Switzerland
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
1451
tru Independence
Oregon
– -$596K -10,613 Closed
SHWM
1452
Smith & Howard Wealth Management
Georgia
– -$881K -10,509 Closed
EE
1453
EWG Elevate
California
– -$866K -10,327 Closed
AP
1454
Americana Partners
Texas
– -$841K -10,041 Closed
CC
1455
Copperleaf Capital
North Carolina
– -$830K -9,900 Closed
AFP
1456
Ausdal Financial Partners
Iowa
– -$787K -9,533 Closed
PD
1457
Planning Directions
Pennsylvania
– -$785K -9,360 Closed
SSWG
1458
Seven Springs Wealth Group
Tennessee
– -$758K -9,036 Closed
Citadel Advisors
1459
Citadel Advisors
Florida
– -$756K -9,015 Closed
RA
1460
Rational Advisors
New York
– -$736K -8,783 Closed
TCM
1461
Tuttle Capital Management
Connecticut
– -$736K -8,783 Closed
EF
1462
Empirical Finance
Pennsylvania
– -$696K -8,295 Closed
OAM
1463
Oak Asset Management
California
– -$695K -8,285 Closed
BIA
1464
Biondo Investment Advisors
Pennsylvania
– -$660K -7,877 Closed
BCM
1465
Brasada Capital Management
Texas
– -$647K -7,714 Closed
SW
1466
SteelPeak Wealth
California
– -$634K -7,564 Closed
GBBWRPM
1467
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$622K -7,421 Closed
CL
1468
Cabana LLC
Arkansas
– -$616K -7,345 Closed
LSPW
1469
Lake Street Private Wealth
Illinois
– -$578K -6,893 Closed
CSPIA
1470
Cary Street Partners Investment Advisory
Virginia
– -$567K -6,763 Closed
SHA
1471
Seneca House Advisors
Virginia
– -$551K -6,573 Closed
ST
1472
Sageworth Trust
Pennsylvania
– -$532K -6,339 Closed
SA
1473
Strategic Advisors
New York
– -$527K -6,283 Closed
TCWM
1474
Total Clarity Wealth Management
Illinois
– -$524K -6,252 Closed
IC
1475
InterOcean Capital
Illinois
– -$495K -5,901 Closed
57 58
59
60 61