IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,299 hedge funds and large institutions have $56B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 961 increasing their positions, 798 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,299
Holders Change
+205
Holders Change %
+9.79%
% of All Funds
33.7%
Holding in Top 10
369
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+13.89%
% of All Funds
5.41%
New
330
Increased
961
Reduced
798
Closed
89
Calls
$86.8M
Puts
$26.9M
Net Calls
+$59.9M
Net Calls Change
+$43.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.06B
2
Goldman Sachs
2
Goldman Sachs
New York
$1.49B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.67B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$309M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.13B

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$4.26M
2
HNB
2
Huntington National Bank
Ohio
$213M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.75B
4
UCFA
4
United Capital Financial Advisors
Texas
$118M
5
AAS
5
Annex Advisory Services
Wisconsin
$45.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
2351
Burt Wealth Advisors
Maryland
– -$481K -5,104 Closed
NI
2352
Noked Israel
Israel
– -$472K -5,000 Closed
ARIS
2353
Advanced Research Investment Solutions
California
– -$434K -4,576 Closed
PPW
2354
Presilium Private Wealth
Pennsylvania
– -$359K -3,811 Closed
AWM
2355
Alterna Wealth Management
Texas
– -$339K -3,598 Closed
BAG
2356
Bridgewealth Advisory Group
California
– -$337K -3,578 Closed
NB
2357
Northwest Bancshares
Pennsylvania
– -$333K -3,531 Closed
SFS
2358
Security Financial Services
Indiana
– -$331K -3,506 Closed
LFP
2359
Leeward Financial Partners
Washington
– -$283K -3,000 Closed
ETIA
2360
Epic Trust Investment Advisors
Washington
– -$256K -2,713 Closed
SGWM
2361
Sterling Group Wealth Management
California
– -$245K -2,601 Closed
DA
2362
Detalus Advisors
Missouri
– -$237K -2,508 Closed
PIM
2363
Progressive Investment Management
Oregon
– -$226K -2,400 Closed
TFA
2364
Tranquilli Financial Advisor
New Jersey
– -$223K -2,368 Closed
SMH
2365
Sanders Morris Harris
Texas
– -$218K -2,306 Closed
AFG
2366
AFS Financial Group
Maryland
– -$217K -2,303 Closed
TWA
2367
Trellis Wealth Advisors
California
– -$215K -2,277 Closed
GG
2368
GenWealth Group
New Jersey
– -$213K -2,262 Closed
Wolverine Trading
2369
Wolverine Trading
Illinois
– -$213K -2,261 Closed
EE
2370
EWG Elevate
California
– -$213K -2,260 Closed
WAOTB
2371
Wealth Advisors of Tampa Bay
Florida
– -$212K -2,244 Closed
BST
2372
Bath Savings Trust
Maine
– -$211K -2,240 Closed
SCP
2373
Syntal Capital Partners
Texas
– -$211K -2,230 Closed
WA
2374
Wambolt & Associates
Colorado
– -$207K -2,227 Closed
LIM
2375
Loudon Investment Management
New Hampshire
– -$203K -2,150 Closed
92 93 94
95
96