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 %
IP
1526
Investment Partners
Ohio
$295K +$295K +2,718 New
CAG
1527
Curtis Advisory Group
California
$294K – – –
IIM
1528
Ipswich Investment Management
Massachusetts
$294K +$3.79K +35 +1%
F
1529
F3Logic
Minnesota
$294K +$10.3K +95 +4%
DMC
1530
Drexel Morgan & Co
Pennsylvania
$293K – – –
SCM
1531
Stordahl Capital Management
Colorado
$291K – – –
AMM
1532
American Money Management
California
$290K -$91.8K -847 -24%
PA
1533
Parkside Advisors
California
$289K – – –
PCAP
1534
Pratt Collard Advisory Partners
New York
$288K – – –
BWM
1535
BCGM Wealth Management
Indiana
$288K – – –
PTC
1536
Philadelphia Trust Company
Pennsylvania
$287K -$2.93M -26,965 -91%
TCMP
1537
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K +$287K +2,642 New
CPSC
1538
Carl P. Sherr & Co
Massachusetts
$286K -$2.61K -24 -0.9%
EWA
1539
Evolution Wealth Advisors
Florida
$285K – – –
PL
1540
Plancorp LLC
Missouri
$284K – – –
PP
1541
Prosperity Planning
Missouri
$284K +$13.6K +125 +5%
BAMG
1542
Brand Asset Management Group
Missouri
$284K +$195K +1,800 +220%
MPW
1543
Monterey Private Wealth
California
$283K – – –
IPW
1544
Inlet Private Wealth
Florida
$283K +$652 +6 +0.2%
SCM
1545
Seascape Capital Management
New Hampshire
$282K – – –
PP
1546
Patten & Patten
Tennessee
$281K -$32.6K -300 -10%
WP
1547
WealthPLAN Partners
Nebraska
$281K -$11.5K -103 -4%
FPCP
1548
Fort Point Capital Partners
California
$279K -$21.9K -202 -7%
CWM
1549
Concentric Wealth Management
California
$279K -$3.8K -35 -1%
CFA
1550
Camarda Financial Advisors
Florida
$277K – – –
60 61
62
63 64