iShares Core S&P Small-Cap ETF
IJR
2,101 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 115 funds opening new positions, 942 increasing their positions, 805 reducing their positions, and 111 closing their positions.
280% more call options, than puts
Call options by funds: $55.4M | Put options by funds: $14.6M
17% more repeat investments, than reductions
Existing positions increased: 942 | Existing positions reduced: 805
4% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 111
3% more capital invested
Capital invested by funds: $45.5B → $46.8B (+$1.28B)
1% less funds holding
Funds holding: 2,114 → 2,101 (-13)
2.2% less ownership
Funds ownership: 69.75% → 67.55% (-2.2%)
4% less funds holding in top 10
Funds holding in top 10: 339 → 327 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$131M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$123M |
| 3 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$102M |
| 4 |
Bank of New York Mellon
New York
|
+$97M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$96.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$835M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$338M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$160M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$150M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$133M |
IJR Hedge Fund Activity: Q2 2023 in Review
2,101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2023, worth a combined $46.8B — up 2.8% from $45.5B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new IJR positions and 111 closed out — a net gain of 4 holders — while 942 added to existing stakes and 805 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $131M. The largest seller was Envestnet Asset Management, cutting an estimated $835M.
- 2,101 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2023, down from 2,114 in Q1 2023.
- Funds reported $46.8B of iShares Core S&P Small-Cap ETF stock for Q2 2023, up 2.8% quarter-over-quarter.
- 115 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2023 and 111 closed out, a net change of +4 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $131M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q2 2023 was Envestnet Asset Management, an estimated $835M sold.
Based on aggregated 13F filings for Q2 2023.