IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.06B
2
Goldman Sachs
Goldman Sachs
New York
+$372M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$143M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$124M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$454M
2
HNB
Huntington National Bank
Ohio
-$189M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$132M
4
UCFA
United Capital Financial Advisors
Texas
-$92.5M
5
AAS
Annex Advisory Services
Wisconsin
-$91.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
2176
Pineridge Advisors
Missouri
$66.6K +$66.6K +615 New
SA
2177
Scarborough Advisors
Maryland
$65K +$65K +600 New
MFA
2178
McClarren Financial Advisors
Pennsylvania
$65K +$545 +5 +0.8%
MCM
2179
Mill Capital Management
North Carolina
$65K – – –
PAIM
2180
Punch & Associates Investment Management
Minnesota
$63.9K -$1.84K -17 -3%
AWM
2181
Angeles Wealth Management
California
$61.7K – – –
NRG
2182
Nemes Rush Group
Michigan
$60.5K – – –
T
2183
Tidemark
California
$59.1K +$59.1K +546 New
CMP
2184
Coston McIsaac & Partners
Maine
$59K +$22.6K +212 +62%
FPFS
2185
First Personal Financial Services
North Carolina
$58.9K – – –
CICI
2186
Capital Investment Counsel Inc
North Carolina
$58.7K +$22.7K +210 +63%
AFWM
2187
Abich Financial Wealth Management
Virginia
$56.3K +$56.3K +520 New
CAM
2188
Costello Asset Management
Pennsylvania
$56.1K – – –
RA
2189
Rise Advisors
New York
$54.4K -$2.6K -24 -5%
W
2190
WealthCollab
Washington
$54.3K +$54.3K +502 New
HPIA
2191
Hamilton Point Investment Advisors
North Carolina
$54.1K – – –
WAS
2192
Winch Advisory Services
Wisconsin
$53.7K – – –
BSWA
2193
Bromfield Sneider Wealth Advisors
Massachusetts
$53.5K +$216 +2 +0.4%
LPP
2194
Life Planning Partners
Florida
$53.2K +$53.2K +491 New
TFA
2195
Toth Financial Advisory
Virginia
$53.1K +$433 +4 +0.8%
SAM
2196
Smartleaf Asset Management
Massachusetts
$52.6K +$52.6K +726 New
DCM
2197
Davis Capital Management
Florida
$52.2K +$52.2K +482 New
BEI
2198
Benjamin Edwards Inc
Missouri
$52K +$5.97K +55 +13%
BHWM
2199
Beaird Harris Wealth Management
Texas
$51.4K +$37.9K +350 +280%
CCA
2200
Criterion Capital Advisors
Tennessee
$51.3K +$51.3K +474 New
86 87
88
89 90