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 %
HWA
1926
HHM Wealth Advisors
Tennessee
$173K +$14.9K +150 +9%
GA
1927
GoalVest Advisory
New York
$173K -$29.5K -296 -15%
RFA
1928
Register Financial Advisors
Georgia
$171K +$5.38K +54 +3%
BWL
1929
Bogart Wealth LLC
Virginia
$165K -$1.99K -20 -1%
HH
1930
HWG Holdings
Texas
$165K -$5.03M -50,500 -97%
OIA
1931
Optimum Investment Advisors
Illinois
$162K – – –
BBPWM
1932
Blue Bell Private Wealth Management
Pennsylvania
$156K +$41.9K +420 +37%
AA
1933
Addison Advisors
Vermont
$155K – – –
FFC
1934
First Financial Corp
Indiana
$153K +$4.58K +46 +3%
GFPC
1935
Global Financial Private Client
Florida
$150K +$34.3K +342 +30%
DAC
1936
Dividend Assets Capital
South Carolina
$150K – – –
WBC
1937
West Branch Capital
Massachusetts
$147K +$199 +2 +0.1%
WWM
1938
Wagner Wealth Management
South Carolina
$143K -$25K -251 -15%
VCM
1939
Versant Capital Management
Arizona
$141K – – –
JGIA
1940
Jackson Grant Investment Advisers
Connecticut
$140K +$100 +1 +0.1%
FRA
1941
Front Row Advisors
California
$139K – – –
CFS
1942
CGC Financial Services
Oregon
$134K +$134K +1,348 New
Qube Research & Technologies (QRT)
1943
Qube Research & Technologies (QRT)
United Kingdom
$134K -$4.31M -87,526 -97%
EWM
1944
Endurance Wealth Management
Rhode Island
$130K +$16.4K +165 +14%
LB
1945
Legacy Bridge
Iowa
$129K – – –
GIP
1946
Granite Investment Partners
California
$127K – – –
FAM
1947
Family Asset Management
South Carolina
$126K -$12.4K -124 -9%
GI
1948
Gradient Investments
Minnesota
$124K -$42K -421 -25%
ECM
1949
Elgethun Capital Management
South Dakota
$120K -$127K -1,278 -51%
NFW
1950
Noble Family Wealth
Florida
$120K +$120K +1,200 New
76 77
78
79 80