IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$227M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209M
3
CWM
Circle Wealth Management
New Jersey
+$199M
4
Citigroup
Citigroup
New York
+$130M
5
Comerica Bank
Comerica Bank
Texas
+$120M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$237M
2
MRC
Millburn Ridgefield Corp
New York
-$82.5M
3
CCA
Catalyst Capital Advisors
New York
-$82.5M
4
HI
Horizon Investments
North Carolina
-$71.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
1701
Morningstar Investment Services
Illinois
$340K +$340K +3,585 New
SL
1702
Sentry LLC
Tennessee
$340K – – –
AWM
1703
Alterna Wealth Management
Texas
$339K +$339K +3,598 New
TSWM
1704
Tyler-Stone Wealth Management
Ohio
$339K +$9.43K +100 +3%
TT
1705
TI-Trust
Illinois
$339K -$1.23K -13 -0.4%
BAG
1706
Bridgewealth Advisory Group
California
$337K +$337K +3,578 New
SC
1707
Sinecera Capital
Texas
$335K – – –
AWM
1708
Activest Wealth Management
Florida
$334K +$334K +3,543 New
IWN
1709
Independent Wealth Network
Iowa
$334K -$14.2K -150 -4%
NB
1710
Northwest Bancshares
Pennsylvania
$333K +$125K +1,326 +60%
SWM
1711
Selective Wealth Management
Virginia
$333K -$82.1K -895 -20%
FWI
1712
Facet Wealth Inc
Maryland
$332K -$106K -1,187 -24%
IFS
1713
Ifrah Financial Services
Arkansas
$331K +$1.79K +19 +0.5%
SFS
1714
Security Financial Services
Indiana
$331K +$37.4K +396 +13%
SAS
1715
Stelac Advisory Services
New York
$329K – – –
KA
1716
Kooman & Associates
Pennsylvania
$329K +$24.1K +256 +8%
AIFAIM
1717
American Institute for Advanced Investment Management
Arizona
$328K +$2.74K +29 +0.8%
FC
1718
Financial Council
Maryland
$328K +$24.3K +258 +8%
HFM
1719
Hartford Financial Management
Connecticut
$328K – – –
CCA
1720
Checchi Capital Advisers
California
$328K – – –
GFA
1721
Gallagher Fiduciary Advisors
Illinois
$326K -$80.8K -857 -20%
ACP
1722
Arcus Capital Partners
Georgia
$325K -$23.5K -249 -7%
GWS
1723
Glassman Wealth Services
Virginia
$325K +$2.45K +26 +0.8%
PG
1724
Prostatis Group
Maryland
$323K -$19.2M -203,910 -98%
SWM
1725
Segment Wealth Management
Texas
$321K +$18.9K +200 +6%
67 68
69
70 71