IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,804 hedge funds and large institutions have $47.2B invested in iShares Core S&P Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 884 increasing their positions, 582 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
-5
Holders Change %
-0.28%
% of All Funds
31.68%
Holding in Top 10
299
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-8.28%
% of All Funds
5.25%
New
92
Increased
884
Reduced
582
Closed
67
Calls
$90.3M
Puts
$178M
Net Calls
-$87.9M
Net Calls Change
-$258M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.46B
2
PPFA
Provida Pension Fund Administrator
Chile
$419M
3
NFA
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.13B
2
TF
Trek Financial
Arizona
$8.76M
3
RJA
Raymond James & Associates
Florida
$697M
4
AI
Atria Investments
North Carolina
$26M
5
VWM
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1601
SRH Advisors
Kansas
$232K – – –
VWM
1602
Valley Wealth Managers
New Jersey
$231K -$24.8K -227 -10%
WG
1603
Welch Group
Alabama
$231K -$20.2K -185 -8%
DA
1604
Doliver Advisors
Texas
$231K +$231K +2,115 New
PBF
1605
Petix & Botte Financial
California
$231K +$231K +2,118 New
AIM
1606
Axiom Investment Management
New York
$230K -$74.7K -691 -25%
SGCA
1607
Steel Grove Capital Advisors
Tennessee
$229K -$19.5K -178 -8%
SWM
1608
Segment Wealth Management
Texas
$228K – – –
BS
1609
Banco Santander
Spain
$227K – – –
LCM
1610
LVM Capital Management
Michigan
$227K +$1.31K +12 +0.6%
FP
1611
Financial Perspectives
Minnesota
$227K +$2.62K +24 +1%
WC
1612
Weil Company
California
$226K +$109 +1 +0%
ACA
1613
Aptus Capital Advisors
Alabama
$225K -$2.51K -23 -1%
IWP
1614
IAG Wealth Partners
Wisconsin
$225K -$766 -7 -0.3%
WMA
1615
Wealth Management Associates
New Jersey
$224K -$28K -256 -11%
TCWM
1616
Total Clarity Wealth Management
Illinois
$223K -$3.28K -30 -1%
CH
1617
Canton Hathaway
Rhode Island
$223K – – –
EA
1618
Eclectic Associates
California
$223K – – –
EVC
1619
Eidelman Virant Capital
Missouri
$221K – – –
WAM
1620
WNY Asset Management
New York
$220K – – –
CIP
1621
Capital Insight Partners
Arizona
$220K +$25.1K +230 +13%
LWA
1622
Lenox Wealth Advisors
New York
$219K – – –
BFC
1623
Bedel Financial Consulting
Indiana
$219K +$26.2K +240 +14%
SC
1624
SouthState Corp
Florida
$217K +$53.6K +491 +33%
RSS
1625
Rosenblum Silverman Sutton
California
$216K -$31.5K -288 -13%
63 64
65
66 67