iShares Core S&P Small-Cap ETF
IJR
452 hedge funds and large institutions have $7.23B invested in iShares Core S&P Small-Cap ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 194 increasing their positions, 136 reducing their positions, and 20 closing their positions.
120% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 20
43% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 136
15% more capital invested
Capital invested by funds: $6.27B → $7.23B (+$960M)
5% more funds holding
Funds holding: 431 → 452 (+21)
3% less funds holding in top 10
Funds holding in top 10: 65 → 63 (-2)
4.01% less ownership
Funds ownership: 121.05% → 117.04% (-4%)
32% less call options, than puts
Call options by funds: $263M | Put options by funds: $386M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$164M |
| 2 |
Morgan Stanley
New York
|
+$111M |
| 3 |
Goldman Sachs
New York
|
+$80.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$57M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$36.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$127M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$111M |
| 3 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
-$34.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$30.7M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$13.3M |
IJR Hedge Fund Activity: Q3 2013 in Review
452 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2013, worth a combined $7.23B — up 15% from $6.27B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IJR positions and 20 closed out — a net gain of 24 holders — while 194 added to existing stakes and 136 trimmed.
The largest buyer was Bessemer Group, adding an estimated $164M. The largest seller was Credit Suisse, cutting an estimated $127M.
- 452 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2013, up from 431 in Q2 2013.
- Funds reported $7.23B of iShares Core S&P Small-Cap ETF stock for Q3 2013, up 15% quarter-over-quarter.
- 44 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2013 and 20 closed out, a net change of +24 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2013 was Bessemer Group, an estimated $164M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2013 was Credit Suisse, an estimated $127M sold.
Based on aggregated 13F filings for Q3 2013.