IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

1,113 hedge funds and large institutions have $21.4B invested in iShares Core S&P Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 473 increasing their positions, 315 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,113
Holders Change
+172
Holders Change %
+18.28%
% of All Funds
25.28%
Holding in Top 10
191
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+15.76%
% of All Funds
4.34%
New
210
Increased
473
Reduced
315
Closed
28
Calls
$28.3M
Puts
$30.9M
Net Calls
-$2.64M
Net Calls Change
-$19.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.73B
2
LPL Financial
2
LPL Financial
California
$347M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.13B
4
Morgan Stanley
4
Morgan Stanley
New York
$945M
5
USAA
5
United Services Automobile Association
Texas
$41.1M

Top Sellers

1
S
1
Schroders
United Kingdom
$264M
2
SIM
2
Sentry Investment Management
Wisconsin
$0
3
HNB
3
Huntington National Bank
Ohio
$129M
4
SAS
4
Sage Advisory Services
Texas
$69.1M
5
PV
5
Private Vista
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCC
176
Foster Dykema Cabot & Co
Massachusetts
$14.8M +$193K +2,516 +1%
NQWM
177
Northwest Quadrant Wealth Management
Oregon
$14.8M +$782K +10,502 +6%
PL
178
Polianta Ltd
Jersey
$14.5M +$14.5M +188,600 New
CAL
179
Capital Analysts LLC
Pennsylvania
$14.4M +$429K +5,579 +3%
DWA
180
Divergent Wealth Advisors
Utah
$14.4M +$14.4M +187,929 New
SFA
181
Stewardship Financial Advisors
Georgia
$14.2M -$1.17M -15,291 -8%
Brown Advisory
182
Brown Advisory
Maryland
$14.2M -$454K -5,912 -3%
BMM
183
Buffington Mohr McNeal
Idaho
$14.1M -$48.4K -630 -0.3%
DADC
184
D.A. Davidson & Co
Montana
$14M -$67.6K -880 -0.5%
PWLP
185
Prio Wealth Limited Partnership
Massachusetts
$13.7M +$1.37M +17,784 +11%
BFO
186
Boston Family Office
Massachusetts
$13.6M -$580K -7,547 -4%
SC
187
Stratford Consulting
Texas
$13.5M +$150K +1,950 +1%
GBT
188
Grove Bank & Trust
Florida
$13.4M +$943K +12,277 +8%
CA
189
Cumberland Advisors
Florida
$13.4M +$13.4M +174,390 New
CBB
190
Citizens Business Bank
California
$13.4M +$1.28M +16,710 +11%
SMC
191
Smith, Moore & Co
Missouri
$13.3M -$456K -5,937 -3%
SFS
192
Summit Financial Strategies
Ohio
$13.3M -$525K -6,832 -4%
I
193
IberiaBank
Louisiana
$13M +$1.07M +13,847 +9%
DCM
194
DeGreen Capital Management
Arizona
$12.9M +$1.42M +18,483 +12%
CS
195
Comerica Securities
Michigan
$12.8M +$690K +8,978 +6%
CHA
196
Cedar Hill Associates
Illinois
$12.7M +$2.72M +35,421 +27%
PWAG
197
Polaris Wealth Advisory Group
California
$12.7M +$698K +9,087 +6%
FWM
198
FFT Wealth Management
Pennsylvania
$12.6M +$600K +7,811 +5%
SIC
199
Shoker Investment Counsel
Ohio
$12.4M +$345K +4,487 +3%
TC
200
Trilogy Capital
California
$12.4M +$12.4M +161,287 New
6 7
8
9 10