IJR icon

iShares Core S&P Small-Cap ETF
IJR

Overview Fund Activity

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.73%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$911M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
3
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.47B
5
RJA
5
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$255M
2
CAM
2
Cresset Asset Management
Illinois
$178M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$352K
4
HI
4
Horizon Investments
North Carolina
$43.8M
5
BlackRock
5
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.76B +$132M +1,370,041 +5%
Bank of America
2
Bank of America
North Carolina
$2.7B -$49M -506,833 -2%
Morgan Stanley
3
Morgan Stanley
New York
$1.95B -$98.7M -1,021,008 -5%
Wells Fargo
4
Wells Fargo
California
$1.78B -$6.96M -71,948 -0.4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.47B +$113M +1,168,351 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.46B +$23.2M +240,423 +2%
LPL Financial
7
LPL Financial
California
$1.08B -$81.3M -841,231 -7%
Goldman Sachs
8
Goldman Sachs
New York
$933M +$33.4M +345,559 +4%
UBS Group
9
UBS Group
Switzerland
$923M -$14.9M -153,607 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$911M +$216M +4,463,783 +31%
FCAS
11
First Command Advisory Services
Texas
$882M +$2.33M +24,049 +0.3%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$872M +$3.83M +39,640 +0.4%
RJA
13
Raymond James & Associates
Florida
$845M +$105M +1,087,241 +14%
US Bancorp
14
US Bancorp
Minnesota
$844M +$114M +1,183,458 +16%
BlackRock
15
BlackRock
New York
$768M -$106M -1,097,058 -12%
Northern Trust
16
Northern Trust
Illinois
$746M +$11.2M +115,525 +2%
Ameriprise
17
Ameriprise
Minnesota
$672M +$24.5M +253,632 +4%
Financial Engines Advisors
18
Financial Engines Advisors
California
$666M +$3.21M +33,178 +0.5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$621M +$20.4M +211,198 +3%
Truist Financial
20
Truist Financial
North Carolina
$550M +$24.1M +249,705 +5%
GT
21
Glenmede Trust
Pennsylvania
$493M -$5.74M -59,400 -1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$431M -$24M -248,029 -5%
PPFA
23
Provida Pension Fund Administrator
Chile
$407M -$7.5M -79,043 -2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$397M +$24.3M +250,830 +7%
NMIMC
25
Northwestern Mutual Investment Management Company
Wisconsin
$394M +$9.15M +94,580 +2%
1
2 3 4 5