IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,722 hedge funds and large institutions have $40B invested in iShares Core S&P Small-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 340 funds opening new positions, 665 increasing their positions, 568 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,722
Holders Change
+272
Holders Change %
+18.76%
% of All Funds
30.55%
Holding in Top 10
290
Holding in Top 10 Change
+83
Holding in Top 10 Change %
+40.1%
% of All Funds
5.15%
New
340
Increased
665
Reduced
568
Closed
42
Calls
$264M
Puts
$124M
Net Calls
+$139M
Net Calls Change
+$17.4M

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$319M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$252M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$240M
4
Morgan Stanley
Morgan Stanley
New York
+$202M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$152M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$658M
2
PPFA
Provida Pension Fund Administrator
Chile
-$203M
3
BlackRock
BlackRock
New York
-$154M
4
HNB
Huntington National Bank
Ohio
-$98.5M
5
LPL Financial
LPL Financial
California
-$69.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
1651
Concord Wealth Partners
Virginia
$33K +$33K +355 New
EK
1652
Evensky & Katz
Florida
$32K +$93 +1 +0.3%
CICI
1653
Capital Investment Counsel Inc
North Carolina
$31K – – –
CDIA
1654
Capital Directions Investment Advisors
Georgia
$31K – – –
PCTC
1655
Perkins Coie Trust Company
Washington
$31K – – –
NFSG
1656
Newbridge Financial Services Group
Florida
$31K +$91 +1 +0.3%
FCMT
1657
Founders Capital Management (Texas)
Texas
$30K +$30K +329 New
TCM
1658
Tradewinds Capital Management
Washington
$29K – – –
FA
1659
Fortis Advisors
Pennsylvania
$29K +$29K +315 New
CP
1660
Covenant Partners
Tennessee
$28K – – –
IAS
1661
IMA Advisory Services
Colorado
$28K – – –
NG
1662
NWK Group
California
$28K +$9.4K +101 +51%
RTC
1663
Riverview Trust Company
Washington
$27K – – –
BC
1664
Barnett & Company
Tennessee
$24K – – –
AWM
1665
Accel Wealth Management
Iowa
$24K +$24K +265 New
PFSC
1666
Peoples Financial Services Corp
Pennsylvania
$23K – – –
HCP
1667
Hexagon Capital Partners
Arkansas
$23K – – –
PIP
1668
Peachtree Investment Partners
Florida
$23K +$23K +251 New
BWA
1669
Burt Wealth Advisors
Maryland
$22K – – –
HWA
1670
HCR Wealth Advisors
California
$21K +$2.5K +27 +14%
KFO
1671
Kopp Family Office
Minnesota
$19K – – –
RFA
1672
Reilly Financial Advisors
California
$18K – – –
RCA
1673
Ranch Capital Advisors
Florida
$18K – – –
CPFP
1674
Clear Perspectives Financial Planning
Ohio
$18K +$18K +200 New
LS
1675
Leelyn Smith
Illinois
$16K +$16K +174 New
65 66
67
68 69