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 2022Sequoia Financial AdvisorsBuy411,559503,707$46,558
Q2 2022Matrix Private Capital GroupSell-2,95373,101$6,755
Q2 2022Mairs & Power Growth FundSell-3123,603$333
Q2 2022Matrix Advisors Value FundBuy2875,453$504
Q1 2022Sequoia Financial AdvisorsBuy14,28492,148$9,941
Q1 2022Matrix Private Capital GroupBuy83076,054$8,205
Q1 2022Matrix Advisors Value FundBuy4575,166$557
Q1 2022Mairs & Power Growth FundBuy1543,915$422
Q4 2021Sequoia Financial AdvisorsBuy75,42477,864$8,916
Q4 2021Matrix Private Capital GroupBuy2,38875,224$8,614
Q4 2021Mairs & Power Growth FundBuy1,4163,761$431
Q4 2021Matrix Advisors Value FundBuy1,2444,709$539
Q3 2021Sequoia Financial AdvisorsSell-24,5362,440$266
Q3 2021Matrix Private Capital GroupBuy5,38872,836$7,953
Q3 2021Matrix Advisors Value FundBuy1,5873,465$378
Q2 2021Renaissance Technologies LLCBuy45,10062,400$7,050
Q2 2021Matrix Private Capital GroupBuy2,50567,448$7,620
Q2 2021Sequoia Financial AdvisorsBuy1,98726,976$3,048
Q2 2021Matrix Advisors Value FundBuy1,8781,878$212
Q2 2021Hillman Value FundBuy424424$48
Q1 2021Matrix Private Capital GroupBuy11,05464,943$7,048
Q1 2021Sequoia Financial AdvisorsBuy2,38924,989$2,712
Q1 2021Renaissance Technologies LLCBuy1,90017,300$1,878
Q4 2020Matrix Private Capital GroupBuy9,74753,889$4,952
Q4 2020Sequoia Financial AdvisorsBuy1,48422,600$2,077
Q3 2020Sequoia Financial AdvisorsBuy21,11621,116$1,483
Q3 2020Matrix Private Capital GroupBuy3,50444,142$3,100
Q3 2020Renaissance Technologies LLCBuy3,10015,400$1,082
Q2 2020Sequoia Financial AdvisorsSell-20,1090$1,304
Q2 2020Renaissance Technologies LLCBuy9,40012,300$840

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.

Related IJR Institutional Insights