IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
32.99%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$137M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$129M
3
AAS
Annex Advisory Services
Wisconsin
+$107M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$102M
5
CAM
Cresset Asset Management
Illinois
+$101M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$873M
2
US Bancorp
US Bancorp
Minnesota
-$354M
3
HNB
Huntington National Bank
Ohio
-$255M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
5
Wells Fargo
Wells Fargo
California
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
1901
LVM Capital Management
Michigan
$208K – – –
CA
1902
Carson Advisory
Georgia
$208K -$24.3K -244 -10%
GSIAS
1903
Garden State Investment Advisory Services
New Jersey
$207K +$207K +2,079 New
ANB
1904
Amarillo National Bank
Texas
$207K – – –
VWA
1905
VERITY Wealth Advisors
United States
$206K – – –
MFWP
1906
Mosaic Family Wealth Partners
Missouri
$206K -$12.9K -129 -6%
RIM
1907
Rockbridge Investment Management
New York
$206K +$206K +2,069 New
EAM
1908
Empirical Asset Management
Massachusetts
$204K +$204K +2,048 New
SSA
1909
Schonfeld Strategic Advisors
New York
$203K +$203K +2,042 New
CC
1910
Cannell & Co
New York
$202K +$202K +2,024 New
PIA
1911
Petredis Investment Advisors
Pennsylvania
$201K -$60.2K -604 -23%
EA
1912
Eclectic Associates
California
$201K -$10.3K -103 -5%
TCWM
1913
Total Clarity Wealth Management
Illinois
$201K +$201K +2,016 New
LF
1914
Lantz Financial
Illinois
$201K -$19.9K -200 -9%
EBWM
1915
Eagle Bluffs Wealth Management
Missouri
$201K +$201K +2,013 New
IRAG
1916
Investment Research & Advisory Group
Georgia
$199K +$27.5K +276 +16%
MCM
1917
Manchester Capital Management
Vermont
$197K +$79.7K +800 +68%
AC
1918
AlphaCore Capital
California
$196K -$10.7K -107 -5%
DJSG
1919
D.J. St. Germain
Massachusetts
$196K +$196K +1,968 New
SCA
1920
Stonebridge Capital Advisors
Minnesota
$193K +$69.1K +693 +56%
SF
1921
Safeguard Financial
Wisconsin
$190K -$59.1K -596 -24%
NFSG
1922
Newbridge Financial Services Group
Florida
$188K -$42.2K -424 -18%
LCM
1923
Logan Capital Management
Pennsylvania
$187K – – –
NF
1924
Norwood Financial
Pennsylvania
$184K -$1.5K -15 -0.8%
WFA
1925
WestHill Financial Advisors
California
$179K -$1.6K -16 -0.9%
75 76
77
78 79