iShares Core S&P Small-Cap ETF
IJR
573 hedge funds and large institutions have $9.16B invested in iShares Core S&P Small-Cap ETF in 2014 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 228 increasing their positions, 161 reducing their positions, and 23 closing their positions.
300% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 23
79% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $15.3M
42% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 161
35% more funds holding in top 10
Funds holding in top 10: 54 → 73 (+19)
23% more capital invested
Capital invested by funds: $7.43B → $9.16B (+$1.72B)
12% more funds holding
Funds holding: 512 → 573 (+61)
7.66% more ownership
Funds ownership: 116.62% → 124.28% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$170M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$60.5M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$59.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.6M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$54.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$52.7M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$36.8M |
| 3 |
TCOTO
Trust Company of the Ozarks
Springfield,
Missouri
|
-$19.3M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$17.5M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$14.1M |
IJR Hedge Fund Activity: Q4 2014 in Review
573 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2014, worth a combined $9.16B — up 23% from $7.43B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new IJR positions and 23 closed out — a net gain of 69 holders — while 228 added to existing stakes and 161 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $170M. The largest seller was United Services Automobile Association, cutting an estimated $52.7M.
- 573 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2014, up from 512 in Q3 2014.
- Funds reported $9.16B of iShares Core S&P Small-Cap ETF stock for Q4 2014, up 23% quarter-over-quarter.
- 92 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2014 and 23 closed out, a net change of +69 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2014 was Morgan Stanley, an estimated $170M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2014 was United Services Automobile Association, an estimated $52.7M sold.
Based on aggregated 13F filings for Q4 2014.