iShares Core S&P Small-Cap ETF
IJR
2,309 hedge funds and large institutions have $55B invested in iShares Core S&P Small-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 1,044 increasing their positions, 882 reducing their positions, and 102 closing their positions.
722% more call options, than puts
Call options by funds: $77.3M | Put options by funds: $9.41M
18% more repeat investments, than reductions
Existing positions increased: 1,044 | Existing positions reduced: 882
15% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 102
1.28% more ownership
Funds ownership: 69.77% → 71.05% (+1.3%)
1% less funds holding
Funds holding: 2,329 → 2,309 (-20)
2% less capital invested
Capital invested by funds: $56.2B → $55B (-$1.2B)
9% less funds holding in top 10
Funds holding in top 10: 346 → 316 (-30)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$909M |
| 2 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$164M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$123M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$86.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$221M |
| 2 |
Morgan Stanley
New York
|
-$105M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$75M |
| 4 |
Members Trust
Tampa,
Florida
|
-$72M |
| 5 |
Bank of New York Mellon
New York
|
-$48.5M |
IJR Hedge Fund Activity: Q2 2024 in Review
2,309 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2024, worth a combined $55B — down 2.1% from $56.2B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new IJR positions and 102 closed out — a net gain of 15 holders — while 1,044 added to existing stakes and 882 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $909M. The largest seller was Balyasny Asset Management, cutting an estimated $221M.
- 2,309 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2024, down from 2,329 in Q1 2024.
- Funds reported $55B of iShares Core S&P Small-Cap ETF stock for Q2 2024, down 2.1% quarter-over-quarter.
- 117 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2024 and 102 closed out, a net change of +15 holders.
- The largest iShares Core S&P Small-Cap ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $909M added.
- The largest iShares Core S&P Small-Cap ETF seller in Q2 2024 was Balyasny Asset Management, an estimated $221M sold.
Based on aggregated 13F filings for Q2 2024.