iShares Core S&P Small-Cap ETF
IJR
2,313 hedge funds and large institutions have $54B invested in iShares Core S&P Small-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 335 funds opening new positions, 964 increasing their positions, 802 reducing their positions, and 89 closing their positions.
276% more first-time investments, than exits
New positions opened: 335 | Existing positions closed: 89
223% more call options, than puts
Call options by funds: $86.8M | Put options by funds: $26.9M
20% more repeat investments, than reductions
Existing positions increased: 964 | Existing positions reduced: 802
19% more capital invested
Capital invested by funds: $45.5B → $54B (+$8.52B)
14% more funds holding in top 10
Funds holding in top 10: 324 → 370 (+46)
10% more funds holding
Funds holding: 2,103 → 2,313 (+210)
1.77% more ownership
Funds ownership: 68.31% → 70.08% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$331M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 3 |
JP Morgan Chase
New York
|
+$128M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$110M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$102M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$117M |
| 2 |
Squarepoint
New York
|
-$90.3M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$82.3M |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$81.5M |
| 5 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
-$67.9M |
IJR Hedge Fund Activity: Q4 2023 in Review
2,313 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2023, worth a combined $54B — up 19% from $45.5B a quarter earlier.
Buyers outnumbered sellers: 335 funds opened new IJR positions and 89 closed out — a net gain of 246 holders — while 964 added to existing stakes and 802 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $331M. The largest seller was Bank of New York Mellon, cutting an estimated $117M.
- 2,313 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2023, up from 2,103 in Q3 2023.
- Funds reported $54B of iShares Core S&P Small-Cap ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 335 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2023 and 89 closed out, a net change of +246 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q4 2023 was Goldman Sachs, an estimated $331M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q4 2023 was Bank of New York Mellon, an estimated $117M sold.
Based on aggregated 13F filings for Q4 2023.