iShares Core S&P Small-Cap ETF
IJR
752 hedge funds and large institutions have $12.2B invested in iShares Core S&P Small-Cap ETF in 2016 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 321 increasing their positions, 242 reducing their positions, and 18 closing their positions.
283% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 18
195% more call options, than puts
Call options by funds: $32.4M | Put options by funds: $11M
33% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 242
17% more capital invested
Capital invested by funds: $10.5B → $12.2B (+$1.77B)
9% more funds holding in top 10
Funds holding in top 10: 101 → 110 (+9)
6% more funds holding
Funds holding: 710 → 752 (+42)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$362M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$147M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$143M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$84.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$46.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$90.9M |
| 2 |
STMM
South Texas Money Management
San Antonio,
Texas
|
-$29.5M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$21M |
| 4 |
Goldman Sachs
New York
|
-$20.6M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$19.7M |
IJR Hedge Fund Activity: Q3 2016 in Review
752 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2016, worth a combined $12.2B — up 17% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new IJR positions and 18 closed out — a net gain of 51 holders — while 321 added to existing stakes and 242 trimmed.
The largest buyer was Wells Fargo, adding an estimated $362M. The largest seller was Stadion Money Management, cutting an estimated $90.9M.
- 752 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2016, up from 710 in Q2 2016.
- Funds reported $12.2B of iShares Core S&P Small-Cap ETF stock for Q3 2016, up 17% quarter-over-quarter.
- 69 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2016 and 18 closed out, a net change of +51 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2016 was Wells Fargo, an estimated $362M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2016 was Stadion Money Management, an estimated $90.9M sold.
Based on aggregated 13F filings for Q3 2016.