iShares Core S&P Small-Cap ETF
IJR
942 hedge funds and large institutions have $20B invested in iShares Core S&P Small-Cap ETF in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 466 increasing their positions, 291 reducing their positions, and 35 closing their positions.
121% more call options, than puts
Call options by funds: $31.1M | Put options by funds: $14.1M
91% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 35
60% more repeat investments, than reductions
Existing positions increased: 466 | Existing positions reduced: 291
16% more capital invested
Capital invested by funds: $17.3B → $20B (+$2.7B)
4% more funds holding in top 10
Funds holding in top 10: 158 → 165 (+7)
3.57% more ownership
Funds ownership: 56.36% → 59.93% (+3.6%)
3% more funds holding
Funds holding: 919 → 942 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$188M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$116M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$114M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$108M |
| 5 |
SIM
Scottrade Investment Management
Saint Louis,
Missouri
|
+$98.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$77.8M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$76.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$67.3M |
| 4 |
Citigroup
New York
|
-$35M |
| 5 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$13.7M |
IJR Hedge Fund Activity: Q3 2017 in Review
942 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2017, worth a combined $20B — up 16% from $17.3B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IJR positions and 35 closed out — a net gain of 32 holders — while 466 added to existing stakes and 291 trimmed.
The largest buyer was BlackRock, adding an estimated $188M. The largest seller was Public Sector Pension Investment Board (PSP Investments), cutting an estimated $77.8M.
- 942 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2017, up from 919 in Q2 2017.
- Funds reported $20B of iShares Core S&P Small-Cap ETF stock for Q3 2017, up 16% quarter-over-quarter.
- 67 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2017 and 35 closed out, a net change of +32 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2017 was BlackRock, an estimated $188M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2017 was Public Sector Pension Investment Board (PSP Investments), an estimated $77.8M sold.
Based on aggregated 13F filings for Q3 2017.