iShares Core S&P Small-Cap ETF
IJR
2,326 hedge funds and large institutions have $56.2B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 1,052 increasing their positions, 868 reducing their positions, and 97 closing their positions.
48% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 97
21% more repeat investments, than reductions
Existing positions increased: 1,052 | Existing positions reduced: 868
5% more call options, than puts
Call options by funds: $66.7M | Put options by funds: $63.2M
1% more funds holding
Funds holding: 2,310 → 2,326 (+16)
0% more capital invested
Capital invested by funds: $56.1B → $56.2B (+$106M)
2.96% less ownership
Funds ownership: 72.72% → 69.76% (-3%)
7% less funds holding in top 10
Funds holding in top 10: 369 → 345 (-24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$501M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$301M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$268M |
| 4 |
LPL Financial
San Diego,
California
|
+$135M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.95B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$192M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$142M |
| 4 |
Goldman Sachs
New York
|
-$127M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$125M |
IJR Hedge Fund Activity: Q1 2024 in Review
2,326 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2024, worth a combined $56.2B — up 0.19% from $56.1B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new IJR positions and 97 closed out — a net gain of 47 holders — while 1,052 added to existing stakes and 868 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $501M. The largest seller was Morgan Stanley, cutting an estimated $1.95B.
- 2,326 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2024, up from 2,310 in Q4 2023.
- Funds reported $56.2B of iShares Core S&P Small-Cap ETF stock for Q1 2024, up 0.19% quarter-over-quarter.
- 144 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2024 and 97 closed out, a net change of +47 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2024 was Fidelity Investments, an estimated $501M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.95B sold.
Based on aggregated 13F filings for Q1 2024.