iShares Core S&P Small-Cap ETF
IJR
2,102 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 918 increasing their positions, 787 reducing their positions, and 87 closing their positions.
99% more call options, than puts
Call options by funds: $33.8M | Put options by funds: $17M
32% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 87
17% more repeat investments, than reductions
Existing positions increased: 918 | Existing positions reduced: 787
0.76% more ownership
Funds ownership: 67.54% → 68.31% (+0.76%)
0% less funds holding
Funds holding: 2,103 → 2,102 (-1)
1% less funds holding in top 10
Funds holding in top 10: 327 → 324 (-3)
3% less capital invested
Capital invested by funds: $46.8B → $45.5B (-$1.28B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$240M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$221M |
| 3 |
CWM
Circle Wealth Management
Summit,
New Jersey
|
+$211M |
| 4 |
Citigroup
New York
|
+$138M |
| 5 |
Bank of New York Mellon
New York
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$87.4M |
| 2 |
MRC
Millburn Ridgefield Corp
New York
|
-$87.4M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$76M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$74.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$62.8M |
IJR Hedge Fund Activity: Q3 2023 in Review
2,102 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q3 2023, worth a combined $45.5B — down 2.7% from $46.8B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new IJR positions and 87 closed out — a net gain of 28 holders — while 918 added to existing stakes and 787 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $240M. The largest seller was Catalyst Capital Advisors, cutting an estimated $87.4M.
- 2,102 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q3 2023, down from 2,103 in Q2 2023.
- Funds reported $45.5B of iShares Core S&P Small-Cap ETF stock for Q3 2023, down 2.7% quarter-over-quarter.
- 115 funds opened new iShares Core S&P Small-Cap ETF positions in Q3 2023 and 87 closed out, a net change of +28 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q3 2023 was Balyasny Asset Management, an estimated $240M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q3 2023 was Catalyst Capital Advisors, an estimated $87.4M sold.
Based on aggregated 13F filings for Q3 2023.