IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,804 hedge funds and large institutions have $47.2B invested in iShares Core S&P Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 884 increasing their positions, 582 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
-5
Holders Change %
-0.28%
% of All Funds
31.68%
Holding in Top 10
299
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-8.28%
% of All Funds
5.25%
New
92
Increased
884
Reduced
582
Closed
67
Calls
$90.3M
Puts
$178M
Net Calls
-$87.9M
Net Calls Change
-$258M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.46B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$419M
3
NFA
3
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.13B
2
TF
2
Trek Financial
Arizona
$8.76M
3
RJA
3
Raymond James & Associates
Florida
$697M
4
AI
4
Atria Investments
North Carolina
$26M
5
VWM
5
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
151
SVB Wealth
Massachusetts
$33M +$1.42M +12,994 +4%
Jane Street
152
Jane Street
New York
$32.6M +$32.6M +298,427 New
LWMT
153
Legacy Wealth Management (Tennessee)
Tennessee
$32.3M +$2.92M +26,739 +10%
CAAS
154
Capital Asset Advisory Services
Michigan
$32.3M -$2.86M -26,198 -8%
PA
155
Parallel Advisors
California
$32.2M +$5M +45,829 +18%
FSC
156
Full Sail Capital
Oklahoma
$32.1M +$2.8M +25,665 +10%
CIA
157
Capital Investment Advisors
Georgia
$32.1M -$111K -1,012 -0.3%
HL
158
HeadInvest LLC
Maine
$30.9M -$328K -3,001 -1%
VCM
159
Vision Capital Management
Oregon
$30.9M +$2.15M +19,676 +7%
WPA
160
West Paces Advisors
Georgia
$30.8M -$282K -2,580 -0.9%
WJA
161
Willis Johnson & Associates
Texas
$30.7M -$3.07M -28,071 -9%
BP
162
Ballentine Partners
Massachusetts
$30.5M +$181K +1,656 +0.6%
AWM
163
Altium Wealth Management
New York
$30.5M +$1.92M +17,563 +7%
I
164
INVST
Indiana
$30.2M +$2.21M +20,214 +8%
RWM
165
RKL Wealth Management
Pennsylvania
$29.6M +$420K +3,845 +1%
DADC
166
D.A. Davidson & Co
Montana
$29.6M +$395K +3,614 +1%
AIA
167
Ally Invest Advisors
North Carolina
$29.4M +$2.8M +25,624 +11%
FMC
168
First Merchants Corp
Indiana
$29.2M +$164K +1,501 +0.6%
OCG
169
Opus Capital Group
Ohio
$29M +$547K +5,005 +2%
NAM
170
NorthCoast Asset Management
Connecticut
$29M +$498K +4,554 +2%
CCA
171
Conservest Capital Advisors
Pennsylvania
$28.4M +$274K +2,508 +1%
CTA
172
Chesley Taft & Associates
Illinois
$28.3M +$301K +2,755 +1%
CCWA
173
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.3M +$838K +7,678 +3%
MERSOM
174
Municipal Employees' Retirement System of Michigan
Michigan
$28M +$126K +1,150 +0.5%
FA
175
Flagstar Advisors
New York
$27.7M +$27.7M +253,618 New
5 6
7
8 9