iShares Core S&P Small-Cap ETF
IJR
2,131 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 870 increasing their positions, 790 reducing their positions, and 58 closing their positions.
388% more first-time investments, than exits
New positions opened: 283 | Existing positions closed: 58
216% more call options, than puts
Call options by funds: $24.7M | Put options by funds: $7.81M
18% more capital invested
Capital invested by funds: $42.8B → $50.3B (+$7.58B)
10% more repeat investments, than reductions
Existing positions increased: 870 | Existing positions reduced: 790
9% more funds holding
Funds holding: 1,949 → 2,131 (+182)
5% more funds holding in top 10
Funds holding in top 10: 334 → 350 (+16)
0.01% less ownership
Funds ownership: 69.85% → 69.83% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$119M |
| 2 |
JP Morgan Chase
New York
|
+$80.1M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$63.4M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$62.9M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$53.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$310M |
| 2 |
Goldman Sachs
New York
|
-$185M |
| 3 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
-$148M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$80M |
| 5 |
LPL Financial
San Diego,
California
|
-$56.8M |
IJR Hedge Fund Activity: Q4 2022 in Review
2,131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2022, worth a combined $50.3B — up 18% from $42.8B a quarter earlier.
Buyers outnumbered sellers: 283 funds opened new IJR positions and 58 closed out — a net gain of 225 holders — while 870 added to existing stakes and 790 trimmed.
The largest buyer was Clark Capital Management Group, adding an estimated $119M. The largest seller was UBS AM, exiting entirely with an estimated $310M sold.
- 2,131 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2022, up from 1,949 in Q3 2022.
- Funds reported $50.3B of iShares Core S&P Small-Cap ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 283 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2022 and 58 closed out, a net change of +225 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2022 was Clark Capital Management Group, an estimated $119M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2022 was UBS AM, an estimated $310M sold.
Based on aggregated 13F filings for Q4 2022.