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iShares Core S&P Small-Cap ETF
IJR

431 hedge funds and large institutions have $6.27B invested in iShares Core S&P Small-Cap ETF in 2013 Q2 according to their latest regulatory filings, with 431 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $5.77M

121.05% more ownership

Funds ownership: 0% → 121.05% (+121%)

Holders
431
Holders Change
+431
Holders Change %
–
% of All Funds
14.07%
Holding in Top 10
65
Holding in Top 10 Change
+65
Holding in Top 10 Change %
% of All Funds
2.12%
New
431
Increased
–
Reduced
–
Closed
–
Calls
$18.5M
Puts
$5.77M
Net Calls
+$12.7M
Net Calls Change
+$12.7M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
126
Segall Bryant & Hamill
Illinois
$5.41M +$5.3M +119,784 New
AAS
127
Annex Advisory Services
Wisconsin
$5.4M +$5.3M +119,608 New
JWM
128
Jacobus Wealth Management
Wisconsin
$5.4M +$5.3M +119,570 New
WTNA
129
Wilmington Trust National Association
Delaware
$5.29M +$5.19M +117,134 New
AIM
130
Aspen Investment Management
Michigan
$5.28M +$5.18M +116,882 New
Jones Financial Companies
131
Jones Financial Companies
Missouri
$5.28M +$5.17M +116,834 New
CS
132
Comerica Securities
Michigan
$5.27M +$5.17M +116,776 New
PFG
133
Pacific Financial Group
Washington
$5.25M +$5.15M +116,294 New
RA
134
Royce & Associates
New York
$5.2M +$5.1M +115,200 New
CIM
135
CIM Investment Management
Pennsylvania
$5.17M +$5.07M +114,396 New
FMC
136
First Merchants Corp
Indiana
$4.83M +$4.74M +106,958 New
DADC
137
D.A. Davidson & Co
Montana
$4.81M +$4.72M +106,586 New
Retirement Systems of Alabama
138
Retirement Systems of Alabama
Alabama
$4.8M +$4.7M +106,232 New
WRM
139
Westport Resources Management
Connecticut
$4.75M +$4.66M +105,192 New
SB
140
Suntrust Banks
Georgia
$4.75M +$4.66M +105,238 New
RPGK
141
Retirement Planning Group (Kansas)
Kansas
$4.72M +$4.63M +104,592 New
CCG
142
Cypress Capital Group
Florida
$4.63M +$4.54M +102,418 New
TF
143
Tompkins Financial
New York
$4.62M +$4.53M +102,348 New
AI
144
Atria Investments
North Carolina
$4.54M +$4.46M +100,646 New
JIC
145
Johnson Investment Counsel
Ohio
$4.5M +$4.41M +99,630 New
RJFSA
146
Raymond James Financial Services Advisors
Florida
$4.48M +$4.39M +99,136 New
NMLIC
147
Northwestern Mutual Life Insurance Company
Wisconsin
$4.47M +$4.38M +98,930 New
CAM
148
Capstone Asset Management
Texas
$4.4M +$4.32M +97,520 New
LC
149
Lilley & Co
Michigan
$4.39M +$4.3M +97,148 New
EVM
150
Eaton Vance Management
Massachusetts
$4.32M +$4.24M +95,712 New
4 5
6
7 8

IJR Hedge Fund Activity: Q2 2013 in Review

431 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2013, worth a combined $6.27B.

Buyers outnumbered sellers: 431 funds opened new IJR positions and 0 closed out — a net gain of 431 holders — while 0 added to existing stakes and 0 trimmed.

  • 431 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $6.27B of iShares Core S&P Small-Cap ETF stock for Q2 2013.
  • 431 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2013 and 0 closed out, a net change of +431 holders.

Based on aggregated 13F filings for Q2 2013.