IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,785 hedge funds and large institutions have $47.9B invested in iShares Core S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 772 increasing their positions, 682 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+63
Holders Change %
+3.66%
% of All Funds
31.43%
Holding in Top 10
343
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+18.28%
% of All Funds
6.04%
New
147
Increased
772
Reduced
682
Closed
63
Calls
$255M
Puts
$342M
Net Calls
-$87.1M
Net Calls Change
-$227M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.19B
2
Bank of America
2
Bank of America
North Carolina
$3.84B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.18B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07B
5
PPFA
5
Provida Pension Fund Administrator
Chile
$570M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.68B
2
FCAS
2
First Command Advisory Services
Texas
$996M
3
Citigroup
3
Citigroup
New York
$169M
4
HNB
4
Huntington National Bank
Ohio
$195M
5
NMIMC
5
Northwestern Mutual Investment Management Company
Wisconsin
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1701
Reilly Financial Advisors
California
$56K +$34.8K +321 +164%
LJHT
1702
Laurie J. Hall Trustee
$54K -$40.2K -372 -43%
BCA
1703
Bray Capital Advisors
Florida
$54K – – –
AP
1704
Atwood & Palmer
Missouri
$54K +$3.9K +36 +8%
RMC
1705
Resources Management Corp
Connecticut
$52K – – –
TCM
1706
Tradewinds Capital Management
Washington
$50K +$15.1K +138 +43%
AWM
1707
Atticus Wealth Management
Florida
$49K -$2.5K -23 -5%
DAM
1708
Delta Asset Management
Tennessee
$47K -$45.8K -424 -49%
RIA
1709
RPG Investment Advisory
California
$46K -$548 -5 -1%
Kayne Anderson Rudnick Investment Management
1710
Kayne Anderson Rudnick Investment Management
California
$44K -$107K -974 -71%
AIM
1711
Arcadia Investment Management
Michigan
$44K – – –
TFA
1712
Toth Financial Advisory
Virginia
$44K – – –
CAM
1713
Costello Asset Management
Pennsylvania
$43K – – –
PSB
1714
Piscataqua Savings Bank
New Hampshire
$43K +$43K +393 New
CA
1715
Crewe Advisors
Utah
$42K – – –
FFC
1716
First Financial Corp
Indiana
$42K – – –
CICI
1717
Capital Investment Counsel Inc
North Carolina
$42K +$5.69K +52 +16%
AIM
1718
Anchor Investment Management
South Carolina
$39.8K -$977 -9 -2%
LWA
1719
Lowe Wealth Advisors
Maryland
$39K – – –
DOA
1720
D'Orazio & Associates
Virginia
$39K +$27.5K +251 +239%
PCTC
1721
Perkins Coie Trust Company
Washington
$37K – – –
EWM
1722
Elmwood Wealth Management
California
$37K +$37K +341 New
FCMT
1723
Founders Capital Management (Texas)
Texas
$36K – – –
NG
1724
NWK Group
California
$35K +$2.68K +25 +8%
AW
1725
Avion Wealth
Texas
$34K +$34K +310 New
67 68
69
70 71