iShares Core S&P Small-Cap ETF
IJR
2,059 hedge funds and large institutions have $50.5B invested in iShares Core S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 973 increasing their positions, 735 reducing their positions, and 103 closing their positions.
39% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 103
32% more repeat investments, than reductions
Existing positions increased: 973 | Existing positions reduced: 735
1% more funds holding
Funds holding: 2,047 → 2,059 (+12)
1% more funds holding in top 10
Funds holding in top 10: 351 → 353 (+2)
0.15% more ownership
Funds ownership: 69.34% → 69.5% (+0.15%)
4% less capital invested
Capital invested by funds: $52.4B → $50.5B (-$1.9B)
35% less call options, than puts
Call options by funds: $65.5M | Put options by funds: $101M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$228M |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$178M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$120M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$114M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$371M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$172M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$131M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$101M |
| 5 |
Bank of New York Mellon
New York
|
-$96.7M |
IJR Hedge Fund Activity: Q1 2022 in Review
2,059 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2022, worth a combined $50.5B — down 3.6% from $52.4B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new IJR positions and 103 closed out — a net gain of 40 holders — while 973 added to existing stakes and 735 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $228M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $371M.
- 2,059 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2022, up from 2,047 in Q4 2021.
- Funds reported $50.5B of iShares Core S&P Small-Cap ETF stock for Q1 2022, down 3.6% quarter-over-quarter.
- 143 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2022 and 103 closed out, a net change of +40 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $228M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2022 was Provida Pension Fund Administrator, an estimated $371M sold.
Based on aggregated 13F filings for Q1 2022.