IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,041 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,018 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+237
Holders Change %
+13.14%
% of All Funds
31.52%
Holding in Top 10
349
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.72%
% of All Funds
5.39%
New
330
Increased
1,018
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$428M
2
Bank of America
Bank of America
North Carolina
+$193M
3
Truist Financial
Truist Financial
North Carolina
+$175M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$171M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$370M
2
Morgan Stanley
Morgan Stanley
New York
-$307M
3
HNB
Huntington National Bank
Ohio
-$249M
4
Barclays
Barclays
United Kingdom
-$125M
5
State Street
State Street
Massachusetts
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
1551
Pinnacle Financial Group
Illinois
$467K +$467K +4,076 New
WCFA
1552
Walkner Condon Financial Advisors
Wisconsin
$464K +$79.9K +698 +21%
WG
1553
Welch Group
Alabama
$463K +$221K +1,925 +91%
MMM
1554
Mendel Money Management
Illinois
$462K -$3.55K -31 -0.8%
KFI
1555
Key Financial Inc
Pennsylvania
$461K -$4.35K -38 -0.9%
IWN
1556
Independent Wealth Network
Iowa
$461K +$13.2K +115 +3%
AP
1557
Adero Partners
California
$456K – – –
HCA
1558
Horan Capital Advisors
Ohio
$454K -$2.29K -20 -0.5%
CWP
1559
CFM Wealth Partners
Texas
$453K +$15.2K +131 +3%
BFG
1560
Berger Financial Group
Minnesota
$453K +$79K +690 +21%
SC
1561
Sinecera Capital
Texas
$453K +$453K +3,959 New
PGA
1562
Portland Global Advisors
Maine
$451K +$25.2K +220 +6%
EBA
1563
Eagle Bay Advisors
New York
$450K -$85.4K -742 -16%
ES
1564
Eagle Strategies
New York
$448K +$448K +3,912 New
ZB
1565
Zions Bancorporation
Utah
$447K – – –
APG
1566
Abacus Planning Group
South Carolina
$445K +$5.5K +48 +1%
HIA
1567
Harbor Investment Advisory
Maryland
$444K +$151K +1,320 +52%
BKA
1568
Brick & Kyle Associates
Pennsylvania
$444K +$222K +1,943 +100%
NCG
1569
Newport Capital Group
New Jersey
$443K +$41.2K +360 +10%
ORC
1570
O'Rourke & Company
Massachusetts
$440K +$440K +3,842 New
SSWM
1571
Smith Salley Wealth Management
North Carolina
$439K -$36.1K -315 -8%
MWM
1572
Madison Wealth Management
Ohio
$436K +$229 +2 +0.1%
PC
1573
Port Capital
Illinois
$433K +$801 +7 +0.2%
SFI
1574
SPC Financial Inc
Maryland
$432K +$168K +1,468 +64%
MPI
1575
Mairs & Power Inc
Minnesota
$431K +$431K +3,761 New
61 62
63
64 65