iShares Core S&P Small-Cap ETF
IJR
2,101 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, 919 increasing their positions, 785 reducing their positions, and 87 closing their positions.
99% more call options, than puts
Call options by funds: $33.8M | Put options by funds: $17M
33% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 87
17% more repeat investments, than reductions
Existing positions increased: 919 | Existing positions reduced: 785
0.79% more ownership
Funds ownership: 67.55% → 68.34% (+0.79%)
0% more funds holding
Funds holding: 2,101 → 2,101 (0)
1% less funds holding in top 10
Funds holding in top 10: 327 → 324 (-3)
3% less capital invested
Capital invested by funds: $46.8B → $45.5B (-$1.25B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$240M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$221M |
| 3 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
+$211M |
| 4 |
Citigroup
New York
|
+$138M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$87.4M |
| 2 |
MRC
Millburn Ridgefield Corp
New York
|
-$87.4M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$76M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$74.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$62.8M |
IJR Hedge Fund Activity: Q3 2023 in Review
2,101 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2023, worth a combined $45.5B — down 2.7% from $46.8B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new IJR positions and 87 closed out — a net gain of 29 holders — while 919 added to existing stakes and 785 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $240M. The largest seller was Catalyst Capital Advisors, cutting an estimated $87.4M.
- 2,101 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $45.5B of iShares Core S&P Small-Cap ETF stock for Q3 2023, down 2.7% quarter-over-quarter.
- 116 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2023 and 87 closed out, a net change of +29 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2023 was Balyasny Asset Management, an estimated $240M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2023 was Catalyst Capital Advisors, an estimated $87.4M sold.
Based on aggregated 13F filings for Q3 2023.