IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+21
Holders Change %
+4.87%
% of All Funds
14.66%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
2.04%
New
44
Increased
194
Reduced
136
Closed
20
Calls
$263M
Puts
$386M
Net Calls
-$123M
Net Calls Change
-$136M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$192M
2
Morgan Stanley
2
Morgan Stanley
New York
$456M
3
Goldman Sachs
3
Goldman Sachs
New York
$123M
4
LPL Financial
4
LPL Financial
California
$160M
5
Wells Fargo
5
Wells Fargo
California
$1.59B

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$7.22M
2
Deutsche Bank
2
Deutsche Bank
Germany
$84.8M
3
HTC
3
Haverford Trust Company
Pennsylvania
$0
4
American Century Companies
4
American Century Companies
Missouri
$0
5
USAA
5
United Services Automobile Association
Texas
$53.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$1.59B +$37.8M +757,384 +2%
Bank of America
2
Bank of America
North Carolina
$487M +$23.7M +475,026 +5%
Morgan Stanley
3
Morgan Stanley
New York
$456M +$115M +2,296,662 +34%
VA
4
Valmark Advisers
Ohio
$273M +$18.9M +378,420 +7%
SMM
5
Stadion Money Management
Georgia
$247M -$8.98M -179,906 -4%
Bessemer Group
6
Bessemer Group
New Jersey
$192M +$169M +3,391,404 +736%
State Street
7
State Street
Massachusetts
$169M -$10.6M -212,076 -6%
LPL Financial
8
LPL Financial
California
$160M +$59.9M +1,178,936 +60%
US Bancorp
9
US Bancorp
Minnesota
$156M -$1.04M -20,840 -0.7%
KeyBank National Association
10
KeyBank National Association
Ohio
$131M +$10.3M +206,514 +9%
Goldman Sachs
11
Goldman Sachs
New York
$123M +$83.4M +1,671,786 +212%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$121M +$2.44M +48,864 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$118M -$1.29M -25,868 -1%
U
14
UBS
Switzerland
$98.2M +$7.31M +146,470 +8%
Northern Trust
15
Northern Trust
Illinois
$98M +$2.88M +57,814 +3%
AA
16
Alesco Advisors
New York
$89.3M -$2.34M -46,928 -3%
Deutsche Bank
17
Deutsche Bank
Germany
$84.8M -$114M -2,289,636 -57%
RFC
18
Regions Financial Corp
Alabama
$82.8M +$906K +18,152 +1%
SIM
19
Sentry Investment Management
Wisconsin
$82.2M -$6.37M -127,600 -7%
STMM
20
South Texas Money Management
Texas
$80.3M +$1.65M +33,086 +2%
Public Sector Pension Investment Board (PSP Investments)
21
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$77M +$6.89M +138,000 +10%
AFS
22
Aft Forsyth & Sober
Florida
$60.3M +$913K +18,300 +2%
USAA
23
United Services Automobile Association
Texas
$53.8M -$13.7M -275,592 -20%
Comerica Bank
24
Comerica Bank
Texas
$49.9M +$1.12M +22,410 +2%
NRECA
25
National Rural Electric Cooperative Association
Virginia
$45M +$3.99M +80,000 +10%
1
2 3 4 5