IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,556 hedge funds and large institutions have $32.3B invested in iShares Core S&P Small-Cap ETF in 2019 Q4 according to their latest regulatory filings, with 281 funds opening new positions, 649 increasing their positions, 478 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,556
Holders Change
+226
Holders Change %
+16.99%
% of All Funds
30.73%
Holding in Top 10
274
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+21.78%
% of All Funds
5.41%
New
281
Increased
649
Reduced
478
Closed
40
Calls
$63.7M
Puts
$5.43M
Net Calls
+$58.3M
Net Calls Change
-$104M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.62B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.29B
3
Truist Financial
Truist Financial
North Carolina
$306M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$149M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$726M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$158M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$413M
3
HI
Horizon Investments
North Carolina
$10.4M
4
M&T Bank
M&T Bank
New York
$0
5
BlackRock
BlackRock
New York
$733M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
151
Simmons Bank
Arkansas
$26.2M -$4.36K -52 -0%
SCA
152
Spearhead Capital Advisors
Florida
$26.1M +$405K +4,826 +2%
FWM
153
FFT Wealth Management
Pennsylvania
$26.1M +$4.13M +49,296 +19%
CPSAC
154
Chas P. Smith & Associates (CPS)
Florida
$26.1M +$422K +5,030 +2%
NCM
155
Nelson Capital Management
California
$26.1M -$152K -1,816 -0.6%
SPC
156
Sigma Planning Corp
Michigan
$26.1M +$965K +11,508 +4%
AF
157
Ally Financial
Michigan
$26M – – –
BCI
158
Brinker Capital Investments
Pennsylvania
$25.7M -$1.18M -14,091 -4%
MGIA
159
Moneta Group Investment Advisors
Missouri
$25.3M +$1.74M +20,711 +7%
PWLP
160
Prio Wealth Limited Partnership
Massachusetts
$25.2M +$1.58M +18,796 +7%
AFG
161
Albion Financial Group
Utah
$25M +$397K +4,739 +2%
HL
162
HeadInvest LLC
Maine
$24.9M +$77.8K +928 +0.3%
MAFM
163
Mid Atlantic Financial Management
Pennsylvania
$24.8M +$2.76M +32,952 +13%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$24.8M +$24.8M +296,019 New
MA
165
MUFG Americas
New York
$24.4M -$698K -8,324 -3%
WT
166
Whittier Trust
California
$23.7M +$1.98M +23,573 +9%
CG
167
Colony Group
Massachusetts
$23.1M +$566K +6,752 +3%
NQWM
168
Northwest Quadrant Wealth Management
Oregon
$22.8M -$4.52M -54,113 -17%
CCWA
169
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.8M +$1.84M +21,891 +9%
GBT
170
Grove Bank & Trust
Florida
$22.6M +$2.06M +24,559 +10%
FCBT
171
First Citizens Bank & Trust
North Carolina
$22.6M +$699K +8,340 +3%
CTC
172
Central Trust Company
Missouri
$22.6M -$1.18M -14,103 -5%
KWMG
173
King Wealth Management Group
Florida
$22.4M +$263K +3,141 +1%
BFPW
174
BOK Financial Private Wealth
Colorado
$21.6M +$20M +238,871 +1,284%
VCM
175
Vision Capital Management
Oregon
$21.4M +$779K +9,285 +4%
5 6
7
8 9