iShares Core S&P Small-Cap ETF
IJR
1,114 hedge funds and large institutions have $21.4B invested in iShares Core S&P Small-Cap ETF in 2017 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 474 increasing their positions, 315 reducing their positions, and 28 closing their positions.
650% more first-time investments, than exits
New positions opened: 210 | Existing positions closed: 28
50% more repeat investments, than reductions
Existing positions increased: 474 | Existing positions reduced: 315
18% more funds holding
Funds holding: 942 → 1,114 (+172)
16% more funds holding in top 10
Funds holding in top 10: 165 → 191 (+26)
7% more capital invested
Capital invested by funds: $20B → $21.4B (+$1.39B)
0.93% less ownership
Funds ownership: 59.93% → 58.99% (-0.93%)
9% less call options, than puts
Call options by funds: $28.3M | Put options by funds: $30.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$113M |
| 2 |
LPL Financial
San Diego,
California
|
+$97.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$72.3M |
| 4 |
Morgan Stanley
New York
|
+$60.7M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$40.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
S
Schroders
London,
United Kingdom
|
-$230M |
| 2 |
SIM
Sentry Investment Management
Stevens Point,
Wisconsin
|
-$153M |
| 3 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$68.8M |
| 4 |
PV
Private Vista
Chicago,
Illinois
|
-$39.2M |
| 5 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
-$35M |
IJR Hedge Fund Activity: Q4 2017 in Review
1,114 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2017, worth a combined $21.4B — up 6.9% from $20B a quarter earlier.
Buyers outnumbered sellers: 210 funds opened new IJR positions and 28 closed out — a net gain of 182 holders — while 474 added to existing stakes and 315 trimmed.
The largest buyer was Bank of America, adding an estimated $113M. The largest seller was Schroders, cutting an estimated $230M.
- 1,114 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2017, up from 942 in Q3 2017.
- Funds reported $21.4B of iShares Core S&P Small-Cap ETF stock for Q4 2017, up 6.9% quarter-over-quarter.
- 210 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2017 and 28 closed out, a net change of +182 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2017 was Bank of America, an estimated $113M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2017 was Schroders, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2017.