We are live on ! Find out more
IJR icon

iShares Core S&P Small-Cap ETF
IJR

2,326 hedge funds and large institutions have $56.2B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 1,052 increasing their positions, 868 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 97

21% more repeat investments, than reductions

Existing positions increased: 1,052 | Existing positions reduced: 868

5% more call options, than puts

Call options by funds: $66.7M | Put options by funds: $63.2M

1% more funds holding

Funds holding: 2,310 → 2,326 (+16)

0% more capital invested

Capital invested by funds: $56.1B → $56.2B (+$106M)

2.96% less ownership

Funds ownership: 72.72% → 69.76% (-3%)

7% less funds holding in top 10

Funds holding in top 10: 369 → 345 (-24)

Holders
2,326
Holders Change
+16
Holders Change %
+0.69%
% of All Funds
33.5%
Holding in Top 10
345
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-6.5%
% of All Funds
4.97%
New
144
Increased
1,052
Reduced
868
Closed
97
Calls
$66.7M
Puts
$63.2M
Net Calls
+$3.45M
Net Calls Change
-$56.4M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$501M
2
Bank of America
Bank of America
North Carolina
+$301M
3
CAM
Cresset Asset Management
Illinois
+$268M
4
LPL Financial
LPL Financial
California
+$135M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$115M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.95B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$192M
3
PPFA
Provida Pension Fund Administrator
Chile
-$142M
4
Goldman Sachs
Goldman Sachs
New York
-$127M
5
Osaic Holdings
Osaic Holdings
Arizona
-$125M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1851
Monterey Private Wealth
California
$375K +$35.7K +336 +11%
PCM
1852
Poehling Capital Management
Wisconsin
$375K – – –
SWMP
1853
Signature Wealth Management Partners
New Jersey
$375K -$2.44K -23 -0.7%
GIA
1854
Goodwin Investment Advisory
Georgia
$373K -$224K -2,110 -38%
DF
1855
Dunhill Financial
United Kingdom
$373K -$15.3K -144 -4%
CWP
1856
CFM Wealth Partners
Texas
$372K -$112K -1,055 -24%
DCM
1857
Donaldson Capital Management
Indiana
$372K +$17.1K +161 +5%
PWMG
1858
Private Wealth Management Group
New Jersey
$371K +$1.06K +10 +0.3%
JWM
1859
JGP Wealth Management
Oregon
$367K +$25.3K +238 +8%
ORC
1860
O'Rourke & Company
Massachusetts
$366K – – –
PWS
1861
Peterson Wealth Services
Utah
$365K -$40.5K -381 -10%
BFG
1862
Berger Financial Group
Minnesota
$364K +$2.55K +24 +0.7%
SCM
1863
Sage Capital Management
New Jersey
$361K +$637 +6 +0.2%
FRA
1864
Frank Rimerman Advisors
California
$361K – – –
FAM
1865
Formidable Asset Management
Ohio
$360K -$956 -9 -0.3%
SWM
1866
Segment Wealth Management
Texas
$360K -$5.31K -50 -2%
PAWA
1867
Palo Alto Wealth Advisors
California
$358K +$1.06K +10 +0.3%
MAG
1868
M3 Advisory Group
Massachusetts
$358K +$4.99K +47 +1%
FEG
1869
Fund Evaluation Group
Ohio
$357K – – –
SEP
1870
Southland Equity Partners
Missouri
$357K -$8.81K -83 -3%
BCMLT
1871
Beacon Capital Management LLC (Tennessee)
Tennessee
$352K -$78.9K -743 -19%
GSIAS
1872
Garden State Investment Advisory Services
New Jersey
$352K +$132K +1,243 +63%
HDIM
1873
Hanson & Doremus Investment Management
Vermont
$352K +$43.1K +406 +15%
HT
1874
Heritage Trust
Oklahoma
$350K – – –
FC
1875
Forte Capital
New York
$350K – – –
73 74
75
76 77

IJR Hedge Fund Activity: Q1 2024 in Review

2,326 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2024, worth a combined $56.2B — up 0.19% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new IJR positions and 97 closed out — a net gain of 47 holders — while 1,052 added to existing stakes and 868 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $501M. The largest seller was Morgan Stanley, cutting an estimated $1.95B.

  • 2,326 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2024, up from 2,310 in Q4 2023.
  • Funds reported $56.2B of iShares Core S&P Small-Cap ETF stock for Q1 2024, up 0.19% quarter-over-quarter.
  • 144 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2024 and 97 closed out, a net change of +47 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q1 2024 was Fidelity Investments, an estimated $501M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.95B sold.

Based on aggregated 13F filings for Q1 2024.