IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,041 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,018 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+237
Holders Change %
+13.14%
% of All Funds
31.52%
Holding in Top 10
349
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.72%
% of All Funds
5.39%
New
330
Increased
1,018
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$428M
2
Bank of America
Bank of America
North Carolina
+$193M
3
Truist Financial
Truist Financial
North Carolina
+$175M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$171M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$370M
2
Morgan Stanley
Morgan Stanley
New York
-$307M
3
HNB
Huntington National Bank
Ohio
-$249M
4
Barclays
Barclays
United Kingdom
-$125M
5
State Street
State Street
Massachusetts
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
1751
Corepath Wealth Partners
Arizona
$275K +$27.5K +244 +11%
MCA
1752
Maryland Capital Advisors
Maryland
$274K +$274K +2,389 New
EWM
1753
Endowment Wealth Management
Wisconsin
$273K +$273K +2,387 New
FNBTCON
1754
First National Bank & Trust Co of Newtown
Pennsylvania
$271K – – –
CIS
1755
Connors Investor Services
Pennsylvania
$270K +$10.3K +90 +4%
CWP
1756
Concord Wealth Partners
Virginia
$270K +$269K +2,354 +47,080%
JLBC
1757
J.L. Bainbridge & Co
Florida
$269K – – –
TW
1758
TrinityPoint Wealth
Connecticut
$268K -$17.2K -150 -6%
AWM
1759
Aberdeen Wealth Management
Illinois
$267K +$267K +2,330 New
MSCM
1760
McElhenny Sheffield Capital Management
Texas
$267K +$267K +2,334 New
PIFP
1761
Partners in Financial Planning
Virginia
$267K +$2.23K +21 +0.8%
ACA
1762
Aptus Capital Advisors
Alabama
$266K +$30.5K +267 +13%
BC
1763
Burleson & Co
California
$264K -$55K -479 -17%
SLG
1764
Stanley-Laman Group
Pennsylvania
$264K -$8.81K -77 -3%
GHAM
1765
Gilman Hill Asset Management
Connecticut
$264K – – –
SWMG
1766
Signature Wealth Management Group
Georgia
$263K +$263K +2,297 New
LSA
1767
Lion Street Advisors
Texas
$261K -$15.4K -135 -6%
PWS
1768
Peterson Wealth Services
Utah
$259K +$259K +2,262 New
IAG
1769
Investmark Advisory Group
Connecticut
$259K +$259K +2,269 New
MPW
1770
Monterey Private Wealth
California
$258K -$9.5K -83 -4%
CA
1771
Carson Advisory
Georgia
$258K +$258K +2,250 New
RA
1772
Rodgers & Associates
Pennsylvania
$257K -$17.8K -155 -6%
TT
1773
TI-Trust
Illinois
$257K +$257K +2,241 New
CPA
1774
Capital Planning Advisors
California
$257K +$257K +2,248 New
MWA
1775
Meridian Wealth Advisors
Texas
$256K +$229 +2 +0.1%
69 70
71
72 73