IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.72%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$216M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$132M
3
US Bancorp
US Bancorp
Minnesota
+$114M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
RJA
Raymond James & Associates
Florida
+$105M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$247M
2
CAM
Cresset Asset Management
Illinois
-$237M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$120M
4
HI
Horizon Investments
North Carolina
-$116M
5
BlackRock
BlackRock
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
1626
Silicon Hills Wealth Management
Texas
$394K -$65K -672 -14%
DBRC
1627
D.B. Root & Company
Pennsylvania
$394K -$48K -496 -11%
B
1628
Bensler
Washington
$392K -$25.2K -261 -6%
WI
1629
WrapManager Inc
California
$392K -$127K -1,315 -24%
DSC
1630
Duncker Streett & Co
Missouri
$392K – – –
AC
1631
AWM Capital
Arizona
$391K +$391K +4,045 New
LG
1632
LAM Group
Oregon
$387K – – –
PCM
1633
Penn Capital Management
Pennsylvania
$386K +$386K +3,991 New
AA
1634
Aufman Associates
Pennsylvania
$385K – – –
MA
1635
MONECO Advisors
Connecticut
$384K -$56.8K -587 -13%
MCM
1636
Mitchell Capital Management
Kansas
$384K +$10.5K +109 +3%
DWM
1637
Drive Wealth Management
Utah
$384K +$384K +3,971 New
AP
1638
Adero Partners
California
$381K +$27.6K +285 +8%
FPCG
1639
Fort Pitt Capital Group
Pennsylvania
$380K -$140K -1,443 -27%
ES
1640
Eagle Strategies
New York
$380K -$8.41K -87 -2%
WHCI
1641
W.H. Cornerstone Investments
Massachusetts
$380K -$91.4K -946 -19%
SQA
1642
Simon Quick Advisors
New Jersey
$379K -$4.84K -50 -1%
IWN
1643
Independent Wealth Network
Iowa
$378K -$13.9K -144 -4%
CAM
1644
CPA Asset Management
Florida
$377K -$235K -2,425 -38%
BP
1645
BBR Partners
New York
$377K +$1.16K +12 +0.3%
IIC
1646
Ironwood Investment Counsel
Arizona
$375K -$40.3K -417 -10%
BFG
1647
Berger Financial Group
Minnesota
$374K -$3.58K -37 -0.9%
TFA
1648
Teamwork Financial Advisors
Texas
$371K -$108K -1,112 -22%
HWA
1649
Heartwood Wealth Advisors
Virginia
$370K +$5.42K +56 +1%
TWC
1650
TD Waterhouse Canada
Ontario, Canada
$370K -$27.3K -263 -7%
64 65
66
67 68