iShares Core S&P Small-Cap ETF
IJR
2,310 hedge funds and large institutions have $56.1B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 964 increasing their positions, 801 reducing their positions, and 89 closing their positions.
274% more first-time investments, than exits
New positions opened: 333 | Existing positions closed: 89
223% more call options, than puts
Call options by funds: $86.8M | Put options by funds: $26.9M
23% more capital invested
Capital invested by funds: $45.5B → $56.1B (+$10.5B)
20% more repeat investments, than reductions
Existing positions increased: 964 | Existing positions reduced: 801
14% more funds holding in top 10
Funds holding in top 10: 324 → 369 (+45)
10% more funds holding
Funds holding: 2,102 → 2,310 (+208)
4.38% more ownership
Funds ownership: 68.34% → 72.72% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.83B |
| 2 |
Goldman Sachs
New York
|
+$331M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 4 |
JP Morgan Chase
New York
|
+$128M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$117M |
| 2 |
Squarepoint
New York
|
-$90.3M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$82.3M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$81.5M |
| 5 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
-$67.9M |
IJR Hedge Fund Activity: Q4 2023 in Review
2,310 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2023, worth a combined $56.1B — up 23% from $45.5B a quarter earlier.
Buyers outnumbered sellers: 333 funds opened new IJR positions and 89 closed out — a net gain of 244 holders — while 964 added to existing stakes and 801 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.83B. The largest seller was Bank of New York Mellon, cutting an estimated $117M.
- 2,310 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2023, up from 2,102 in Q3 2023.
- Funds reported $56.1B of iShares Core S&P Small-Cap ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 333 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2023 and 89 closed out, a net change of +244 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.83B added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2023 was Bank of New York Mellon, an estimated $117M sold.
Based on aggregated 13F filings for Q4 2023.