iShares Core S&P Small-Cap ETF
IJR
2,379 hedge funds and large institutions have $61.2B invested in iShares Core S&P Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 1,124 increasing their positions, 812 reducing their positions, and 70 closing their positions.
136% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 70
52% more call options, than puts
Call options by funds: $118M | Put options by funds: $77.5M
38% more repeat investments, than reductions
Existing positions increased: 1,124 | Existing positions reduced: 812
11% more capital invested
Capital invested by funds: $55B → $61.2B (+$6.21B)
6% more funds holding in top 10
Funds holding in top 10: 315 → 333 (+18)
3% more funds holding
Funds holding: 2,305 → 2,379 (+74)
0.12% more ownership
Funds ownership: 71.12% → 71.23% (+0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$173M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$162M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$139M |
| 4 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$106M |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$93.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$436M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$125M |
| 3 |
Bank of New York Mellon
New York
|
-$72.6M |
| 4 |
ACGA
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
-$55.3M |
| 5 |
SFM
Stack Financial Management
Whitefish,
Montana
|
-$51.1M |
IJR Hedge Fund Activity: Q3 2024 in Review
2,379 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2024, worth a combined $61.2B — up 11% from $55B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new IJR positions and 70 closed out — a net gain of 95 holders — while 1,124 added to existing stakes and 812 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $173M. The largest seller was Goldman Sachs, cutting an estimated $436M.
- 2,379 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2024, up from 2,305 in Q2 2024.
- Funds reported $61.2B of iShares Core S&P Small-Cap ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 165 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2024 and 70 closed out, a net change of +95 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $173M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2024 was Goldman Sachs, an estimated $436M sold.
Based on aggregated 13F filings for Q3 2024.