IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.72%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$911M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
3
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.47B
5
RJA
5
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$255M
2
CAM
2
Cresset Asset Management
Illinois
$178M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$352K
4
HI
4
Horizon Investments
North Carolina
$43.8M
5
BlackRock
5
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRI
2151
Commonwealth Retirement Investments
Virginia
– -$385K -4,065 Closed
PIM
2152
Parker Investment Management
California
– -$378K -3,998 Closed
BCM
2153
Brasada Capital Management
Texas
– -$367K -3,878 Closed
NCG
2154
Newport Capital Group
New Jersey
– -$338K -3,570 Closed
NFA
2155
Northern Financial Advisors
Michigan
– -$334K -3,529 Closed
SCA
2156
Sandy Cove Advisors
Massachusetts
– -$306K -3,233 Closed
TW
2157
Towerpoint Wealth
California
– -$304K -3,210 Closed
TBC
2158
Ted Buchan & Co
California
– -$277K -2,930 Closed
FCAM
2159
First Citizens Asset Management
North Carolina
– -$268K -2,830 Closed
PFA
2160
Petra Financial Advisors
Colorado
– -$268K -2,828 Closed
TI
2161
Trexquant Investment
Connecticut
– -$267K -2,821 Closed
BWM
2162
BCGM Wealth Management
Indiana
– -$248K -2,623 Closed
AWC
2163
Adamsbrown Wealth Consultants
Kansas
– -$242K -2,561 Closed
SF
2164
Symphony Financial
Texas
– -$249K -2,496 Closed
LSPW
2165
Lake Street Private Wealth
Illinois
– -$236K -2,490 Closed
TA
2166
TFB Advisors
Kansas
– -$232K -2,455 Closed
USCWA
2167
U.S. Capital Wealth Advisors
Texas
– -$232K -2,451 Closed
Calamos Advisors
2168
Calamos Advisors
Illinois
– -$231K -2,439 Closed
CAMG
2169
CWA Asset Management Group
Florida
– -$219K -2,313 Closed
LG
2170
Leuthold Group
Minnesota
– -$218K -2,301 Closed
RWM
2171
Rezny Wealth Management
Florida
– -$217K -2,294 Closed
MP
2172
McDonald Partners
Ohio
– -$216K -2,287 Closed
FWM
2173
ForthRight Wealth Management
Georgia
– -$215K -2,274 Closed
JWM
2174
JFG Wealth Management
Colorado
– -$210K -2,220 Closed
EAM
2175
Empirical Asset Management
Massachusetts
– -$201K -2,212 Closed
85 86
87
88 89