IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$227M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.03B
3
CWM
3
Circle Wealth Management
New Jersey
$200M
4
Citigroup
4
Citigroup
New York
$172M
5
Comerica Bank
5
Comerica Bank
Texas
$120M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$189M
2
MRC
2
Millburn Ridgefield Corp
New York
$200M
3
CCA
3
Catalyst Capital Advisors
New York
$200M
4
HI
4
Horizon Investments
North Carolina
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
2101
Ergoteles
New York
– -$13M -130,877 Closed
CSPAM
2102
Cary Street Partners Asset Management
Virginia
– -$12.4M -124,569 Closed
SLFPAM
2103
St. Louis Financial Planners Asset Management
Missouri
– -$11.5M -115,586 Closed
UBS AM
2104
UBS AM
Illinois
– -$6.09M -62,996 Closed
PWAG
2105
Polaris Wealth Advisory Group
California
– -$4.05M -40,663 Closed
AT
2106
American Trust
Kentucky
– -$4.03M -40,476 Closed
MCI
2107
MRP Capital Investments
Georgia
– -$3.42M -34,335 Closed
PIWA
2108
Prevail Innovative Wealth Advisors
Kansas
– -$2.45M -24,563 Closed
GS
2109
GTS Securities
New York
– -$2.45M -24,548 Closed
SHFP
2110
Second Half Financial Partners
Florida
– -$2.05M -20,564 Closed
WAM
2111
Weiss Asset Management
Massachusetts
– -$1.99M -20,000 Closed
MCA
2112
Magnolia Capital Advisors
Mississippi
– -$1.99M -19,997 Closed
FPCG
2113
Forum Private Client Group
Indiana
– -$1.71M -17,197 Closed
JGC
2114
J. Goldman & Co
New York
– -$1.55M -15,591 Closed
BG
2115
Benedetti & Gucer
Georgia
– -$1.46M -14,676 Closed
QPWM
2116
Quadrant Private Wealth Management
Pennsylvania
– -$1.39M -13,997 Closed
AWM
2117
Adams Wealth Management
Utah
– -$1.21M -12,133 Closed
SIA
2118
SkyView Investment Advisors
New Jersey
– -$1.16M -11,674 Closed
SI
2119
Saxon Interests
Texas
– -$953K -9,568 Closed
Millennium Management
2120
Millennium Management
New York
– -$657K -6,592 Closed
AWMNH
2121
Arcadia Wealth Management (New Hampshire)
New Hampshire
– -$624K -6,266 Closed
BCM
2122
Bayesian Capital Management
New York
– -$508K -5,100 Closed
OWA
2123
One Wealth Advisors
California
– -$488K -4,894 Closed
TA
2124
TFB Advisors
Kansas
– -$428K -4,295 Closed
FCA
2125
Fortis Capital Advisors
Kansas
– -$418K -4,195 Closed
83 84
85
86 87