iShares Core S&P Small-Cap ETF
IJR
1,984 hedge funds and large institutions have $42.1B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 900 increasing their positions, 771 reducing their positions, and 137 closing their positions.
86% more call options, than puts
Call options by funds: $18.1M | Put options by funds: $9.75M
17% more repeat investments, than reductions
Existing positions increased: 900 | Existing positions reduced: 771
0.52% more ownership
Funds ownership: 69.53% → 70.05% (+0.52%)
4% less funds holding
Funds holding: 2,060 → 1,984 (-76)
6% less funds holding in top 10
Funds holding in top 10: 352 → 330 (-22)
16% less capital invested
Capital invested by funds: $50.2B → $42.1B (-$8.15B)
33% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$403M |
| 2 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$361M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$171M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$119M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$82.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$794M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$324M |
| 3 |
BlackRock
New York
|
-$224M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$137M |
| 5 |
Morgan Stanley
New York
|
-$136M |
IJR Hedge Fund Activity: Q2 2022 in Review
1,984 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2022, worth a combined $42.1B — down 16% from $50.2B a quarter earlier.
Sellers outnumbered buyers: 137 funds closed out of IJR and 92 opened new positions — a net loss of 45 holders — while 771 trimmed existing stakes and 900 added.
The largest buyer was Bank of America, adding an estimated $403M. The largest seller was Envestnet Asset Management, cutting an estimated $794M.
- 1,984 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2022, down from 2,060 in Q1 2022.
- Funds reported $42.1B of iShares Core S&P Small-Cap ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 92 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2022 and 137 closed out, a net change of -45 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q2 2022 was Bank of America, an estimated $403M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $794M sold.
Based on aggregated 13F filings for Q2 2022.