IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,785 hedge funds and large institutions have $47.9B invested in iShares Core S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 772 increasing their positions, 682 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+63
Holders Change %
+3.66%
% of All Funds
31.43%
Holding in Top 10
343
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+18.28%
% of All Funds
6.04%
New
147
Increased
772
Reduced
682
Closed
63
Calls
$255M
Puts
$342M
Net Calls
-$87.1M
Net Calls Change
-$227M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$475M
2
Bank of America
Bank of America
North Carolina
+$383M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
4
Morgan Stanley
Morgan Stanley
New York
+$167M
5
PPFA
Provida Pension Fund Administrator
Chile
+$162M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$689M
2
FCAS
First Command Advisory Services
Texas
-$176M
3
Citigroup
Citigroup
New York
-$150M
4
HNB
Huntington National Bank
Ohio
-$114M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
1451
Lake Street Private Wealth
Illinois
$356K +$33.3K +307 +10%
GAG
1452
GM Advisory Group
New York
$354K – – –
PFBT
1453
Parkside Financial Bank & Trust
Missouri
$354K +$204K +1,882 +136%
WFA
1454
Wells Financial Advisors
Massachusetts
$353K -$2.53M -23,343 -88%
MMM
1455
Mendel Money Management
Illinois
$353K -$7.48K -69 -2%
ACI
1456
Alpha Cubed Investments
California
$353K +$353K +3,256 New
HR
1457
Hayden Royal
North Carolina
$348K -$161K -1,487 -32%
AWMG
1458
Alliance Wealth Management Group
New Jersey
$348K -$11.8K -109 -3%
BFG
1459
Berger Financial Group
Minnesota
$348K +$79.9K +737 +30%
CBTWT
1460
Community Bank & Trust (Waco, Texas)
Texas
$347K – – –
AWM
1461
Activest Wealth Management
Florida
$347K +$347K +3,192 New
HWA
1462
Heartwood Wealth Advisors
Virginia
$345K -$269K -2,477 -44%
CCM
1463
Coe Capital Management
Illinois
$345K +$21.2K +195 +7%
LF
1464
Lantz Financial
Illinois
$345K +$345K +3,176 New
LA
1465
Latitude Advisors
Florida
$344K -$51.2K -472 -13%
MWM
1466
Merriman Wealth Management
Washington
$344K +$44.5K +410 +15%
SIM
1467
Sadoff Investment Management
Wisconsin
$344K +$344K +3,169 New
APG
1468
Abacus Planning Group
South Carolina
$343K +$39K +359 +13%
BWP
1469
Bernardo Wealth Planning
Pennsylvania
$342K -$352K -3,249 -51%
PIA
1470
Powell Investment Advisors
Florida
$342K +$104K +958 +44%
FMTC
1471
Farmers & Merchants Trust Company
California
$340K – – –
BFG
1472
Beacon Financial Group
Texas
$340K – – –
DWM
1473
Doyle Wealth Management
Florida
$340K +$26.2K +242 +8%
SBIA
1474
Sheaff Brock Investment Advisors
Indiana
$336K +$5.42K +50 +2%
SAM
1475
S.A. Mason
Michigan
$336K +$222K +2,050 +196%
57 58
59
60 61