iShares Core S&P Small-Cap ETF
IJR
684 hedge funds and large institutions have $10.1B invested in iShares Core S&P Small-Cap ETF in 2016 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 270 increasing their positions, 262 reducing their positions, and 47 closing their positions.
40% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $8.51M
19% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 47
3% more funds holding in top 10
Funds holding in top 10: 95 → 98 (+3)
3% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 262
0% more capital invested
Capital invested by funds: $10.1B → $10.1B (+$31.7M)
0% more funds holding
Funds holding: 684 → 684 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$50.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$31.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$24.6M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$19.7M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPAG
KLS Professional Advisors Group
New York
|
-$109M |
| 2 |
LPL Financial
San Diego,
California
|
-$61M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$52M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.9M |
| 5 |
Morgan Stanley
New York
|
-$34.4M |
IJR Hedge Fund Activity: Q1 2016 in Review
684 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2016, worth a combined $10.1B — up 0.31% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IJR positions and 47 closed out — a net gain of 9 holders — while 270 added to existing stakes and 262 trimmed.
The largest buyer was UBS Group, adding an estimated $50.2M. The largest seller was KLS Professional Advisors Group, cutting an estimated $109M.
- 684 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2016, unchanged from Q4 2015.
- Funds reported $10.1B of iShares Core S&P Small-Cap ETF stock for Q1 2016, up 0.31% quarter-over-quarter.
- 56 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2016 and 47 closed out, a net change of +9 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2016 was UBS Group, an estimated $50.2M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2016 was KLS Professional Advisors Group, an estimated $109M sold.
Based on aggregated 13F filings for Q1 2016.