iShares Core S&P Small-Cap ETF
IJR
2,329 hedge funds and large institutions have $56.2B invested in iShares Core S&P Small-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,053 increasing their positions, 868 reducing their positions, and 97 closing their positions.
49% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 97
21% more repeat investments, than reductions
Existing positions increased: 1,053 | Existing positions reduced: 868
5% more call options, than puts
Call options by funds: $66.7M | Put options by funds: $63.2M
4% more capital invested
Capital invested by funds: $54B → $56.2B (+$2.16B)
1% more funds holding
Funds holding: 2,312 → 2,329 (+17)
0.31% less ownership
Funds ownership: 70.08% → 69.77% (-0.31%)
6% less funds holding in top 10
Funds holding in top 10: 370 → 346 (-24)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$501M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$301M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$268M |
| 4 |
LPL Financial
San Diego,
California
|
+$135M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$192M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$142M |
| 3 |
Goldman Sachs
New York
|
-$127M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$125M |
| 5 |
Bank of New York Mellon
New York
|
-$120M |
IJR Hedge Fund Activity: Q1 2024 in Review
2,329 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q1 2024, worth a combined $56.2B — up 4% from $54B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new IJR positions and 97 closed out — a net gain of 48 holders — while 1,053 added to existing stakes and 868 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $501M. The largest seller was Envestnet Asset Management, cutting an estimated $192M.
- 2,329 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q1 2024, up from 2,312 in Q4 2023.
- Funds reported $56.2B of iShares Core S&P Small-Cap ETF stock for Q1 2024, up 4% quarter-over-quarter.
- 145 funds opened new iShares Core S&P Small-Cap ETF positions in Q1 2024 and 97 closed out, a net change of +48 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q1 2024 was Fidelity Investments, an estimated $501M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q1 2024 was Envestnet Asset Management, an estimated $192M sold.
Based on aggregated 13F filings for Q1 2024.