iShares Core S&P Small-Cap ETF
IJR
1,814 hedge funds and large institutions have $48.8B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 886 increasing their positions, 641 reducing their positions, and 53 closing their positions.
138% more call options, than puts
Call options by funds: $293M | Put options by funds: $123M
85% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 53
38% more repeat investments, than reductions
Existing positions increased: 886 | Existing positions reduced: 641
1% more funds holding
Funds holding: 1,791 → 1,814 (+23)
2% more capital invested
Capital invested by funds: $47.9B → $48.8B (+$890M)
1.97% less ownership
Funds ownership: 69.69% → 67.72% (-2%)
5% less funds holding in top 10
Funds holding in top 10: 344 → 327 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$174M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$162M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$126M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$103M |
| 5 |
Bank of New York Mellon
New York
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$713M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$408M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$356M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$289M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$180M |
IJR Hedge Fund Activity: Q2 2021 in Review
1,814 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2021, worth a combined $48.8B — up 1.9% from $47.9B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new IJR positions and 53 closed out — a net gain of 45 holders — while 886 added to existing stakes and 641 trimmed.
The largest buyer was Wells Fargo, adding an estimated $174M. The largest seller was Fidelity Investments, cutting an estimated $713M.
- 1,814 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2021, up from 1,791 in Q1 2021.
- Funds reported $48.8B of iShares Core S&P Small-Cap ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
- 98 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2021 and 53 closed out, a net change of +45 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q2 2021 was Wells Fargo, an estimated $174M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q2 2021 was Fidelity Investments, an estimated $713M sold.
Based on aggregated 13F filings for Q2 2021.