iShares Core S&P Small-Cap ETF
IJR
911 hedge funds and large institutions have $17.8B invested in iShares Core S&P Small-Cap ETF in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 427 increasing their positions, 284 reducing their positions, and 42 closing their positions.
435% more capital inflows, than outflows
Capital inflows: $2.94B | Capital outflows: $548M
129% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 42
50% more repeat investments, than reductions
Existing positions increased: 427 | Existing positions reduced: 284
42% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $11.4M
5% more funds holding in top 10
Funds holding in top 10: 163 → 171 (+8)
5% more funds holding
Funds holding: 871 → 911 (+40)
0.44% more ownership
Funds ownership: 58.65% → 59.08% (+0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$268M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$225M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$213M |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$180M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$89.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Valmark Advisers
Akron,
Ohio
|
-$41.9M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$35.5M |
| 3 |
Cadinha & Co
Honolulu,
Hawaii
|
-$31.8M |
| 4 |
Aviance Capital Management
Sarasota,
Florida
|
-$31.4M |
| 5 |
Hollencrest Capital Management
Newport Beach,
California
|
-$24.4M |
IJR Hedge Fund Activity: Q1 2017 in Review
911 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2017, worth a combined $17.8B — up 14% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new IJR positions and 42 closed out — a net gain of 54 holders — while 427 added to existing stakes and 284 trimmed.
The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Valmark Advisers, cutting an estimated $41.9M.
- 911 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2017, up from 871 in Q4 2016.
- Funds reported $17.8B of iShares Core S&P Small-Cap ETF stock for Q1 2017, up 14% quarter-over-quarter.
- 96 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2017 and 42 closed out, a net change of +54 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2017 was BlackRock, an estimated $268M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2017 was Valmark Advisers, an estimated $41.9M sold.
Based on aggregated 13F filings for Q1 2017.