IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,185 hedge funds and large institutions have $25.3B invested in iShares Core S&P Small-Cap ETF in 2018 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 567 increasing their positions, 351 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,185
Holders Change
+44
Holders Change %
+3.86%
% of All Funds
27.17%
Holding in Top 10
227
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+17.62%
% of All Funds
5.2%
New
84
Increased
567
Reduced
351
Closed
34
Calls
$30M
Puts
$29.4M
Net Calls
+$623K
Net Calls Change
+$5.97M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$235M
2
Bank of America
Bank of America
North Carolina
$2.23B
3
Ameriprise
Ameriprise
Minnesota
$624M
4
TAIM
TD Ameritrade Investment Management
Nebraska
$96.2M
5
USAA
United Services Automobile Association
Texas
$137M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$35.5M
2
HNB
Huntington National Bank
Ohio
$157M
3
GT
Glenmede Trust
Pennsylvania
$0
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$186M
5
VA
Valmark Advisers
Ohio
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
126
Fiera Capital (Canada)
Quebec, Canada
$26.8M +$4.29M +51,397 +19%
SCA
127
Spearhead Capital Advisors
Florida
$26.6M +$267K +3,197 +1%
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$26.5M -$721K -8,640 -3%
PW
129
Price Wealth
Texas
$26.4M +$7.63M +91,458 +41%
SF
130
Synovus Financial
Georgia
$26.4M +$1.75M +20,923 +7%
LF
131
Lee Financial
Texas
$26.1M +$1.27M +15,214 +5%
VFA
132
Valeo Financial Advisors
Indiana
$25.7M +$15.1M +173,497 +142%
MCM
133
MAI Capital Management
Ohio
$25.6M +$1.61M +19,264 +7%
HL
134
HeadInvest LLC
Maine
$25.4M -$275K -3,290 -1%
PAG
135
Private Advisor Group
New Jersey
$25.3M -$18.4M -218,662 -42%
CW
136
Cobiz Wealth
Colorado
$24.8M +$1.37M +16,442 +6%
CA
137
Cetera Advisors
Colorado
$24.7M +$2.43M +29,097 +11%
SWP
138
Stratos Wealth Partners
Ohio
$24.7M +$1.54M +18,399 +7%
BBA
139
BLB&B Advisors
Pennsylvania
$24.7M +$2.83M +33,908 +13%
BTS
140
BB&T Securities
Virginia
$24.6M +$3.49M +41,803 +17%
TFO
141
Tarbox Family Office
California
$23.9M -$1.08M -12,884 -4%
CGI
142
Cougar Global Investments
Ontario, Canada
$23.7M +$4.36M +52,289 +23%
CWM
143
Connecticut Wealth Management
Connecticut
$23.6M +$22.6M +268,215 +2,397%
AFG
144
Albion Financial Group
Utah
$23.3M +$699K +8,381 +3%
ECM
145
ETrade Capital Management
Virginia
$22.5M +$3.05M +36,514 +16%
VR
146
Viridian RIA
Washington
$22.4M +$558K +6,678 +3%
NQWM
147
Northwest Quadrant Wealth Management
Oregon
$22.2M +$4.33M +51,880 +24%
BHWM
148
Bar Harbor Wealth Management
New Hampshire
$21.9M -$106K -1,267 -0.5%
GIM
149
Goelzer Investment Management
Indiana
$21.8M +$3.81M +45,640 +21%
PC
150
Premise Capital
Illinois
$21.7M +$12.6M +150,989 +139%
4 5
6
7 8