IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,041 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,018 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+237
Holders Change %
+13.14%
% of All Funds
31.52%
Holding in Top 10
349
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.72%
% of All Funds
5.39%
New
330
Increased
1,018
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M

Top Buyers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$854M
2
Bank of America
2
Bank of America
North Carolina
$3.47B
3
Truist Financial
3
Truist Financial
North Carolina
$666M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.62B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.74B

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.27B
3
HNB
3
Huntington National Bank
Ohio
$278M
4
Barclays
4
Barclays
United Kingdom
$7.18M
5
State Street
5
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
201
Equitable Holdings
New York
$26.2M +$1.66M +14,457 +7%
COPPSERS
202
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$26M +$12.1M +105,600 +87%
SPP
203
Single Point Partners
Massachusetts
$25.8M +$25.8M +225,717 New
MA
204
MUFG Americas
New York
$25.8M -$386K -3,368 -1%
EGWAG
205
Elwood & Goetz Wealth Advisory Group
Georgia
$25.8M +$1.26M +11,005 +5%
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$25.7M -$1.96M -17,150 -7%
PWS
207
Paragon Wealth Strategies
Florida
$25.6M +$1.64M +14,325 +7%
LPT
208
Legacy Private Trust
Wisconsin
$25.3M +$94K +821 +0.4%
JC
209
JB Capital
Connecticut
$25.1M +$1.28M +11,186 +5%
WP
210
WealthSource Partners
California
$25.1M +$1.73M +15,079 +7%
MFG
211
Magnus Financial Group
New York
$25M +$1.31M +11,454 +6%
SB
212
Simmons Bank
Arkansas
$24.9M -$981K -8,565 -4%
BHWM
213
Bar Harbor Wealth Management
New Hampshire
$24.7M +$235K +2,055 +1%
FHB
214
First Hawaiian Bank
Hawaii
$24.6M -$19.7K -172 -0.1%
HS
215
Horan Securities
United States
$24.2M +$24.2M +210,899 New
SWPG
216
Strategic Wealth Partners Group
Illinois
$24.1M +$1.25M +10,939 +5%
CMA
217
Cedar Mountain Advisors
Oregon
$24.1M +$384K +3,355 +2%
FHA
218
First Horizon Advisors
Tennessee
$24.1M +$1.25M +10,882 +5%
BOS
219
Bank of Stockton
California
$24M -$92.6K -809 -0.4%
LP
220
LGL Partners
Pennsylvania
$23.9M +$6.53M +57,002 +38%
VOYA Investment Management
221
VOYA Investment Management
Georgia
$23.6M -$470K -4,100 -2%
OC
222
Oppenheimer & Co
New York
$23.5M +$650K +5,674 +3%
AWA
223
Alaska Wealth Advisors
Alaska
$23.5M +$658K +5,743 +3%
SMC
224
Smith, Moore & Co
Missouri
$23.3M +$463K +4,047 +2%
SFS
225
Summit Financial Strategies
Ohio
$23.2M -$201K -1,756 -0.9%
7 8
9
10 11