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 %
MCP
1476
Mirador Capital Partners
California
– -$493K -5,883 Closed
CAM
1477
Concorde Asset Management
Michigan
– -$489K -5,831 Closed
EP
1478
Edgestream Partners
New Jersey
– -$485K -5,783 Closed
CGL
1479
Clarius Group LLC
Washington
– -$484K -5,729 Closed
BCP
1480
Blue Chip Partners
Michigan
– -$479K -5,716 Closed
MWM
1481
Minot Wealth Management
Massachusetts
– -$478K -5,657 Closed
MPW
1482
Monterey Private Wealth
California
– -$462K -5,512 Closed
CWA
1483
Clarus Wealth Advisors
Arizona
– -$457K -5,481 Closed
AFM
1484
Abbot Financial Management
Massachusetts
– -$457K -5,446 Closed
LCM
1485
Logan Capital Management
Pennsylvania
– -$456K -5,440 Closed
FPCP
1486
Fort Point Capital Partners
California
– -$442K -5,273 Closed
WMA
1487
Wealth Management Associates
New Jersey
– -$429K -5,114 Closed
HCM
1488
Hollencrest Capital Management
California
– -$423K -5,041 Closed
SC
1489
Scholtz & Company
Connecticut
– -$419K -5,000 Closed
BOM
1490
Bank of Marin
California
– -$416K -4,966 Closed
AWM
1491
Alterna Wealth Management
Texas
– -$414K -4,940 Closed
NWS
1492
Newport Wealth Strategies
California
– -$403K -4,840 Closed
TCB
1493
Texas Capital Bancshares
Texas
– -$402K -4,796 Closed
SNB
1494
Security National Bank
Nebraska
– -$398K -4,745 Closed
ASW
1495
Astoria Strategic Wealth
Texas
– -$397K -4,736 Closed
CA
1496
Corrado Advisors
New Jersey
– -$396K -4,723 Closed
ACA
1497
Affinity Capital Advisors
California
– -$379K -4,524 Closed
HIC
1498
Holderness Investments Company
North Carolina
– -$378K -4,506 Closed
CA
1499
Commerzbank Aktiengesellschaft
Germany
– -$373K -4,444 Closed
CW
1500
CreativeOne Wealth
Kansas
– -$371K -4,430 Closed
58 59
60
61 62