iShares Core S&P Small-Cap ETF
IJR
919 hedge funds and large institutions have $17.3B invested in iShares Core S&P Small-Cap ETF in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 435 increasing their positions, 278 reducing their positions, and 51 closing their positions.
68% more call options, than puts
Call options by funds: $24.2M | Put options by funds: $14.4M
56% more repeat investments, than reductions
Existing positions increased: 435 | Existing positions reduced: 278
39% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 51
1% more funds holding
Funds holding: 911 → 919 (+8)
2% less capital invested
Capital invested by funds: $17.8B → $17.3B (-$426M)
2.73% less ownership
Funds ownership: 59.08% → 56.36% (-2.7%)
8% less funds holding in top 10
Funds holding in top 10: 171 → 158 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$141M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$82.2M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$75.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$70.9M |
| 5 |
Goldman Sachs
New York
|
+$66.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.07B |
| 2 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$41.9M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$34.7M |
| 4 |
LPL Financial
San Diego,
California
|
-$29.7M |
| 5 |
CGI
Cougar Global Investments
Toronto,
Ontario, Canada
|
-$17.7M |
IJR Hedge Fund Activity: Q2 2017 in Review
919 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2017, worth a combined $17.3B — down 2.4% from $17.8B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new IJR positions and 51 closed out — a net gain of 20 holders — while 435 added to existing stakes and 278 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $141M. The largest seller was Wells Fargo, cutting an estimated $1.07B.
- 919 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2017, up from 911 in Q1 2017.
- Funds reported $17.3B of iShares Core S&P Small-Cap ETF stock for Q2 2017, down 2.4% quarter-over-quarter.
- 71 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2017 and 51 closed out, a net change of +20 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q2 2017 was Fidelity Investments, an estimated $141M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q2 2017 was Wells Fargo, an estimated $1.07B sold.
Based on aggregated 13F filings for Q2 2017.