iShares Core S&P Small-Cap ETF
IJR
710 hedge funds and large institutions have $10.5B invested in iShares Core S&P Small-Cap ETF in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 310 increasing their positions, 230 reducing their positions, and 25 closing their positions.
182% more call options, than puts
Call options by funds: $20.4M | Put options by funds: $7.24M
128% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 25
35% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 230
4% more funds holding
Funds holding: 684 → 710 (+26)
3% more funds holding in top 10
Funds holding in top 10: 98 → 101 (+3)
3% more capital invested
Capital invested by funds: $10.1B → $10.5B (+$329M)
2.25% less ownership
Funds ownership: 116.66% → 114.41% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$95.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$52M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$31M |
| 4 |
TC
Telemus Capital
Southfield,
Michigan
|
+$23.4M |
| 5 |
GC
Grimes & Company
Westborough,
Massachusetts
|
+$22.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$311M |
| 2 |
LPL Financial
San Diego,
California
|
-$110M |
| 3 |
State Street
Boston,
Massachusetts
|
-$30.6M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$23.8M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$23.1M |
IJR Hedge Fund Activity: Q2 2016 in Review
710 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2016, worth a combined $10.5B — up 3.2% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IJR positions and 25 closed out — a net gain of 32 holders — while 310 added to existing stakes and 230 trimmed.
The largest buyer was Stadion Money Management, adding an estimated $95.9M. The largest seller was Wells Fargo, cutting an estimated $311M.
- 710 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2016, up from 684 in Q1 2016.
- Funds reported $10.5B of iShares Core S&P Small-Cap ETF stock for Q2 2016, up 3.2% quarter-over-quarter.
- 57 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2016 and 25 closed out, a net change of +32 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q2 2016 was Stadion Money Management, an estimated $95.9M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q2 2016 was Wells Fargo, an estimated $311M sold.
Based on aggregated 13F filings for Q2 2016.