ISHARES CORE S&P SMALL-CAP E (IJR) Institutional Ownership Changes & 13F Activity

ISHARES CORE S&P SMALL-CAP E (IJR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Matrix Private Capital Group, Matrix Advisors Value Fund, Mairs & Power Growth Fund, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2024Matrix Advisors Value FundBuy6,15929,316$3,127,000
Q2 2024Matrix Private Capital GroupBuy5,98077,033$8,216,382
Q2 2024Mairs & Power Growth FundBuy1,4123,358$358,164
Q1 2024Sequoia Financial AdvisorsBuy16,885796,980$88,082,260
Q1 2024Matrix Advisors Value FundBuy7,47323,157$2,559,312
Q1 2024Matrix Private Capital GroupBuy6,03771,053$7,852,744
Q4 2023Sequoia Financial AdvisorsBuy72,808780,095$84,445,272
Q4 2023Matrix Private Capital GroupSell-1,67965,016$7,038,337
Q4 2023Matrix Advisors Value FundBuy1,59615,684$1,697,758
Q4 2023Mairs & Power Growth FundSell-3841,946$210,655
Q3 2023Sequoia Financial AdvisorsBuy17,919707,287$66,718,387
Q3 2023Matrix Advisors Value FundBuy4,74614,088$1,328,922
Q3 2023Matrix Private Capital GroupBuy4,36566,695$6,321,955
Q3 2023Renaissance Technologies LLCSell-2,5006,300$594
Q3 2023Mairs & Power Growth FundSell-1242,330$219,789
Q2 2023Sequoia Financial AdvisorsBuy44,981689,368$68,695,562
Q2 2023Matrix Advisors Value FundBuy1,8239,342$930,931
Q2 2023Matrix Private Capital GroupBuy27362,330$6,211,174
Q1 2023Sequoia Financial AdvisorsBuy32,136644,387$62,312,245
Q1 2023Matrix Private Capital GroupSell-3,60462,057$6,000,953
Q1 2023Matrix Advisors Value FundBuy2047,519$727,053
Q1 2023Mairs & Power Growth FundSell-1342,454$237,302
Q4 2022Sequoia Financial AdvisorsBuy111,241612,251$57,943,443
Q4 2022Renaissance Technologies LLCSell-53,6008,800$833
Q4 2022Matrix Private Capital GroupSell-3,35965,661$6,214,202
Q4 2022Matrix Advisors Value FundBuy2,1537,315$692,319
Q3 2022Matrix Private Capital GroupSell-4,08169,020$6,018
Q3 2022Sequoia Financial AdvisorsSell-2,697501,010$43,686
Q3 2022Mairs & Power Growth FundSell-1,0152,588$226
Q3 2022Matrix Advisors Value FundSell-2915,162$450

Frequently asked questions about IJR activity

  • Which institutional owners are buying IJR?

    Institutional owners buying IJR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IJR activity?

    "Buy" means an investor increased their reported position in IJR compared to the prior reporting period. This reflects growing exposure to ISHARES CORE S&P SMALL-CAP E (IJR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IJR increasing?

    Institutional interest in IJR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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