iShares Core S&P Small-Cap ETF
IJR
1,812 hedge funds and large institutions have $47.2B invested in iShares Core S&P Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 889 increasing their positions, 580 reducing their positions, and 67 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 889 | Existing positions reduced: 580
42% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 67
1.05% more ownership
Funds ownership: 67.65% → 68.7% (+1%)
0% less funds holding
Funds holding: 1,814 → 1,812 (-2)
3% less capital invested
Capital invested by funds: $48.8B → $47.2B (-$1.56B)
8% less funds holding in top 10
Funds holding in top 10: 327 → 302 (-25)
49% less call options, than puts
Call options by funds: $90.3M | Put options by funds: $178M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$416M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$364M |
| 3 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$246M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$116M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$99.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$899M |
| 2 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$154M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$133M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$127M |
| 5 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$108M |
IJR Hedge Fund Activity: Q3 2021 in Review
1,812 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2021, worth a combined $47.2B — down 3.2% from $48.8B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new IJR positions and 67 closed out — a net gain of 28 holders — while 889 added to existing stakes and 580 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $416M. The largest seller was Bank of America, cutting an estimated $899M.
- 1,812 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2021, down from 1,814 in Q2 2021.
- Funds reported $47.2B of iShares Core S&P Small-Cap ETF stock for Q3 2021, down 3.2% quarter-over-quarter.
- 95 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2021 and 67 closed out, a net change of +28 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2021 was Morgan Stanley, an estimated $416M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2021 was Bank of America, an estimated $899M sold.
Based on aggregated 13F filings for Q3 2021.