IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
32.99%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$137M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$129M
3
AAS
Annex Advisory Services
Wisconsin
+$107M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$102M
5
CAM
Cresset Asset Management
Illinois
+$101M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$873M
2
US Bancorp
US Bancorp
Minnesota
-$354M
3
HNB
Huntington National Bank
Ohio
-$255M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
5
Wells Fargo
Wells Fargo
California
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1676
Clark Asset Management
New Hampshire
$365K +$65.9K +661 +22%
ACIM
1677
Azimuth Capital Investment Management
Michigan
$365K +$152K +1,526 +71%
AP
1678
Adero Partners
California
$364K -$28.4K -285 -7%
HCA
1679
Horan Capital Advisors
Ohio
$363K -$12.3K -123 -3%
SEP
1680
Southland Equity Partners
Missouri
$362K -$3.99K -40 -1%
SCA
1681
Sandy Cove Advisors
Massachusetts
$361K +$361K +3,619 New
FAM
1682
Formidable Asset Management
Ohio
$360K +$49.5K +497 +16%
SL
1683
Sentry LLC
Tennessee
$359K +$359K +3,604 New
TT
1684
TI-Trust
Illinois
$359K -$299 -3 -0.1%
FM
1685
Foster & Motley
Ohio
$358K -$6.37K -64 -2%
MA
1686
MONECO Advisors
Connecticut
$354K -$41.8K -419 -11%
MJRIC
1687
Mogy Joel R Investment Counsel
California
$353K – – –
NWM
1688
NEIRG Wealth Management
Massachusetts
$353K – – –
SC
1689
Sinecera Capital
Texas
$352K – – –
LWM
1690
Laidlaw Wealth Management
New York
$352K +$25.4K +255 +8%
I
1691
INVST
Indiana
$351K -$533K -5,348 -60%
NI
1692
Noked Israel
Israel
$349K +$349K +3,500 New
IFS
1693
Ifrah Financial Services
Arkansas
$348K +$17.1K +172 +5%
TSWM
1694
Tyler-Stone Wealth Management
Ohio
$348K +$348K +3,497 New
SAS
1695
Stelac Advisory Services
New York
$347K -$66.2K -664 -16%
HFM
1696
Hartford Financial Management
Connecticut
$347K +$344K +3,453 +13,812%
CCA
1697
Checchi Capital Advisers
California
$346K -$324K -3,251 -48%
SFG
1698
SNS Financial Group
Minnesota
$345K -$797 -8 -0.2%
AIFAIM
1699
American Institute for Advanced Investment Management
Arizona
$344K – – –
SIG
1700
Stonegate Investment Group
Alabama
$344K +$53.1K +533 +18%
66 67
68
69 70