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iShares Core S&P Small-Cap ETF

2,626 hedge funds and large institutions have $66.8B invested in iShares Core S&P Small-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 370 funds opening new positions, 1,199 increasing their positions, 806 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 69

235% more call options, than puts

Call options by funds: $101M | Put options by funds: $30.1M

49% more repeat investments, than reductions

Existing positions increased: 1,199 | Existing positions reduced: 806

11% more funds holding in top 10

Funds holding in top 10: 333371 (+38)

10% more funds holding

Funds holding: 2,3802,626 (+246)

9% more capital invested

Capital invested by funds: $61.2B → $66.8B (+$5.61B)

0.73% more ownership

Funds ownership: 71.23%71.96% (+0.73%)

Holders
2,626
Holders Change
+246
Holders Change %
+10.34%
% of All Funds
34.58%
Holding in Top 10
371
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+11.41%
% of All Funds
4.89%
New
370
Increased
1,199
Reduced
806
Closed
69
Calls
$101M
Puts
$30.1M
Net Calls
+$70.7M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.39B +$213M +1,786,495 +5%
Bank of America
2
Bank of America
North Carolina
$3.69B +$126M +1,052,941 +3%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.6B +$184K +1,541 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.62B +$76.9M +643,669 +3%
Morgan Stanley
5
Morgan Stanley
New York
$2.21B +$58M +485,060 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.09B +$47.2M +394,713 +2%
Wells Fargo
7
Wells Fargo
California
$1.98B +$123M +1,028,818 +6%
LPL Financial
8
LPL Financial
California
$1.8B +$196M +1,639,870 +12%
Raymond James Financial
9
Raymond James Financial
Florida
$1.64B +$1.7B +14,210,215 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.61B +$571K +4,776 +0%
UBS Group
11
UBS Group
Switzerland
$1.37B +$67.5M +564,830 +5%
Northern Trust
12
Northern Trust
Illinois
$1.08B +$97.9M +819,408 +10%
Goldman Sachs
13
Goldman Sachs
New York
$1.03B -$19.1M -160,275 -2%
FCAS
14
First Command Advisory Services
Texas
$1.01B +$6.17M +51,613 +0.6%
Financial Engines Advisors
15
Financial Engines Advisors
California
$965M +$21.3M +178,512 +2%
BlackRock
16
BlackRock
New York
$952M +$67M +560,663 +7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$938M -$763K -6,389 -0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$844M +$3.07M +25,659 +0.4%
Ameriprise
19
Ameriprise
Minnesota
$641M +$16.3M +136,598 +3%
GT
20
Glenmede Trust
Pennsylvania
$607M -$77.7M -649,977 -11%
US Bancorp
21
US Bancorp
Minnesota
$594M -$1.11M -9,254 -0.2%
Truist Financial
22
Truist Financial
North Carolina
$592M +$17.6M +147,688 +3%
PPFA
23
Provida Pension Fund Administrator
Chile
$583M -$1.83M -15,350 -0.3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$560M +$108M +908,138 +23%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$473M +$28.8M +240,976 +6%

IJR Hedge Fund Activity: Q4 2024 in Review

2,626 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q4 2024, worth a combined $66.8B — up 9.2% from $61.2B a quarter earlier.

Buyers outnumbered sellers: 370 funds opened new IJR positions and 69 closed out — a net gain of 301 holders — while 1,199 added to existing stakes and 806 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $213M. The largest seller was Cresset Asset Management, cutting an estimated $278M.

  • 2,626 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q4 2024, up from 2,380 in Q3 2024.
  • Funds reported $66.8B of iShares Core S&P Small-Cap ETF stock for Q4 2024, up 9.2% quarter-over-quarter.
  • 370 funds opened new iShares Core S&P Small-Cap ETF positions in Q4 2024 and 69 closed out, a net change of +301 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $213M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q4 2024 was Cresset Asset Management, an estimated $278M sold.

Based on aggregated 13F filings for Q4 2024.