iShares Core S&P Small-Cap ETF
IJR
609 hedge funds and large institutions have $9.27B invested in iShares Core S&P Small-Cap ETF in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 273 increasing their positions, 173 reducing their positions, and 22 closing their positions.
402% more call options, than puts
Call options by funds: $18.2M | Put options by funds: $3.62M
186% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 22
58% more repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 173
15% more funds holding in top 10
Funds holding in top 10: 73 → 84 (+11)
6% more funds holding
Funds holding: 574 → 609 (+35)
1% more capital invested
Capital invested by funds: $9.16B → $9.27B (+$108M)
10.4% less ownership
Funds ownership: 124.28% → 113.88% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$48.2M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$46.9M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$34.4M |
| 4 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$33.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$189M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$150M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$61.2M |
| 4 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$51.3M |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$47.5M |
IJR Hedge Fund Activity: Q1 2015 in Review
609 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2015, worth a combined $9.27B — up 1.2% from $9.16B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IJR positions and 22 closed out — a net gain of 41 holders — while 273 added to existing stakes and 173 trimmed.
The largest buyer was Huntington National Bank, opening a new position worth an estimated $48.2M. The largest seller was Morgan Stanley, cutting an estimated $189M.
- 609 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2015, up from 574 in Q4 2014.
- Funds reported $9.27B of iShares Core S&P Small-Cap ETF stock for Q1 2015, up 1.2% quarter-over-quarter.
- 63 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2015 and 22 closed out, a net change of +41 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2015 was Huntington National Bank, an estimated $48.2M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2015 was Morgan Stanley, an estimated $189M sold.
Based on aggregated 13F filings for Q1 2015.