iShares Core S&P Small-Cap ETF
IJR
1,791 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, 778 increasing their positions, 682 reducing their positions, and 63 closing their positions.
133% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 63
20% more capital invested
Capital invested by funds: $40B → $47.9B (+$7.86B)
18% more funds holding in top 10
Funds holding in top 10: 291 → 344 (+53)
14% more repeat investments, than reductions
Existing positions increased: 778 | Existing positions reduced: 682
4% more funds holding
Funds holding: 1,728 → 1,791 (+63)
1.15% less ownership
Funds ownership: 70.84% → 69.69% (-1.2%)
25% less call options, than puts
Call options by funds: $255M | Put options by funds: $342M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$458M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$370M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$234M |
| 4 |
Morgan Stanley
New York
|
+$161M |
| 5 |
LPL Financial
San Diego,
California
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$664M |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$169M |
| 3 |
Citigroup
New York
|
-$144M |
| 4 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
-$105M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$89M |
IJR Hedge Fund Activity: Q1 2021 in Review
1,791 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2021, worth a combined $47.9B — up 20% from $40B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new IJR positions and 63 closed out — a net gain of 84 holders — while 778 added to existing stakes and 682 trimmed.
The largest buyer was Wells Fargo, adding an estimated $458M. The largest seller was Fidelity Investments, cutting an estimated $664M.
- 1,791 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2021, up from 1,728 in Q4 2020.
- Funds reported $47.9B of iShares Core S&P Small-Cap ETF stock for Q1 2021, up 20% quarter-over-quarter.
- 147 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2021 and 63 closed out, a net change of +84 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2021 was Wells Fargo, an estimated $458M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2021 was Fidelity Investments, an estimated $664M sold.
Based on aggregated 13F filings for Q1 2021.