IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$374M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$335M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$159M
4
CAM
Cresset Asset Management
Illinois
+$110M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$76.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$738M
2
ECG
Edge Capital Group
Georgia
-$388M
3
Wells Fargo
Wells Fargo
California
-$301M
4
HNB
Huntington National Bank
Ohio
-$284M
5
BlackRock
BlackRock
New York
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
1626
DDD Partners
Washington
$300K – – –
ZIG
1627
Zullo Investment Group
Pennsylvania
$299K -$35.8K -388 -11%
GP
1628
Girard Partners
Pennsylvania
$298K +$12.3K +133 +4%
AWA
1629
Archvest Wealth Advisors
California
$297K -$10.8K -117 -4%
IP
1630
Investment Partners
Ohio
$295K +$92 +1 +0%
LFG
1631
Larson Financial Group
Missouri
$294K +$5.91K +64 +2%
RJTCONH
1632
Raymond James Trust Company of New Hampshire
New Hampshire
$292K -$22.7K -246 -7%
FAM
1633
Formidable Asset Management
Ohio
$291K +$94 +1 +0%
CSB
1634
City State Bank
Iowa
$290K – – –
SWM
1635
SFG Wealth Management
Maryland
$290K +$21.8K +236 +8%
PTP
1636
Platform Technology Partners
New York
$287K -$115K -1,243 -29%
TW
1637
Towerpoint Wealth
California
$287K -$10.2K -110 -3%
PWM
1638
Paulson Wealth Management
Illinois
$286K +$1.02K +11 +0.4%
PCA
1639
Pallas Capital Advisors
Massachusetts
$285K -$64.1K -660 -18%
AWA
1640
Acorn Wealth Advisors
Michigan
$285K -$19.8K -214 -6%
BFG
1641
Beacon Financial Group
Texas
$283K -$4.98K -53 -2%
IFWM
1642
Institute for Wealth Management
Colorado
$282K – – –
AGA
1643
Arkos Global Advisors
Texas
$282K +$282K +3,054 New
SC
1644
Scotia Capital
Ontario, Canada
$281K -$1.25M -13,519 -82%
BTW
1645
Boston Trust Walden
Massachusetts
$280K – – –
PCMK
1646
Paragon Capital Management (Kansas)
Kansas
$279K – – –
EP
1647
EPIQ Partners
Minnesota
$279K – – –
GWM
1648
Gray Wealth Management
Maine
$278K +$185 +2 +0.1%
SHJ
1649
Sharkey, Howes & Javer
Colorado
$277K -$5.86M -63,487 -95%
WB
1650
Webster Bank
Connecticut
$277K -$58K -628 -17%
64 65
66
67 68