iShares Core S&P Small-Cap ETF
IJR
1,384 hedge funds and large institutions have $21.6B invested in iShares Core S&P Small-Cap ETF in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 545 increasing their positions, 656 reducing their positions, and 237 closing their positions.
1.12% more ownership
Funds ownership: 66.18% → 67.3% (+1.1%)
8% less call options, than puts
Call options by funds: $24.3M | Put options by funds: $26.6M
11% less funds holding
Funds holding: 1,559 → 1,384 (-175)
17% less repeat investments, than reductions
Existing positions increased: 545 | Existing positions reduced: 656
27% less funds holding in top 10
Funds holding in top 10: 275 → 201 (-74)
33% less capital invested
Capital invested by funds: $32.3B → $21.6B (-$10.8B)
64% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$783M |
| 2 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
+$228M |
| 3 |
MRC
Millburn Ridgefield Corp
New York
|
+$228M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$211M |
| 5 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$460M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$343M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$151M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$135M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$126M |
IJR Hedge Fund Activity: Q1 2020 in Review
1,384 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2020, worth a combined $21.6B — down 33% from $32.3B a quarter earlier.
Sellers outnumbered buyers: 237 funds closed out of IJR and 85 opened new positions — a net loss of 152 holders — while 656 trimmed existing stakes and 545 added.
The largest buyer was Fidelity Investments, adding an estimated $783M. The largest seller was Morgan Stanley, cutting an estimated $460M.
- 1,384 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2020, down from 1,559 in Q4 2019.
- Funds reported $21.6B of iShares Core S&P Small-Cap ETF stock for Q1 2020, down 33% quarter-over-quarter.
- 85 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2020 and 237 closed out, a net change of -152 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2020 was Fidelity Investments, an estimated $783M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2020 was Morgan Stanley, an estimated $460M sold.
Based on aggregated 13F filings for Q1 2020.