See Which Of The Latest 13F Filers Holds IJR | Global Market News
At Holdings Channel, we’ve got reviewed the latest batch of the 30 most up-to-date 13F filings for the 06/30/2024 reporting period, and observed that iShares Trust – Core S&P Small-Cap ETF (Symbol: IJR) was held by 17 of these funds. When hedge fund managers seem like pondering alike, we discover it’s a good concept to take a nearer look.
Before we proceed, it’s important to level out that 13F filings don’t inform the entire story, as a result of these funds are solely required to reveal their long positions with the SEC, however will not be required to reveal their short positions. A fund making a bearish wager in opposition to a stock by shorting calls, for instance, may additionally be long some quantity of stock as they trade round their total bearish place. This long element might show up in a 13F submitting and everybody would possibly assume the fund is bullish, however this tells solely half of the story as a result of the bearish/short facet of the place is just not seen.
Having provided that caveat, we imagine that taking a look at teams of 13F filings could be revealing, particularly when evaluating one holding period to a different. Below, let’s take a take a look at the change in IJR positions, for this latest batch of 13F filers:
FundNew Position?Change In Share DependChange In Market Value ($ in 1000’s)
Breakwater Capital Group
Existing
+1,338+$51Members Advisory Group LLC
Existing
+3,625+$378BLB&B Advisors LLC
Existing
+46,857+$1,736Walkner Condon Financial Advisors LLC
Existing
-292-$71Conning Inc.
Existing
-9,479-$2,562Tenon Financial LLC
Existing
+96+$3McClarren Financial Advisors Inc.
Existing
-66-$10McClarren Financial Advisors Inc.
Existing
-66-$10West Bancorporation Inc.
Existing
-442-$58Simmons Bank
Existing
+1,009-$655ABLE Financial Group LLC
Existing
+1,079-$78Sprinkle Financial Consultants LLC
Existing
+4,297+$120TI Trust Inc.
Existing
UNCH-$48Richardson Capital Management LLC
Existing
-91-$13WealthShield Partners LLC
Existing
-3,194-$435Checchi Capital Advisers LLC
Existing
UNCH-$11Financial Connections Group Inc.
NEW
+513+$54Aggregate Change:
+45,184-$1,609
In phrases of shares owned, we depend 7 of the above funds having elevated present IJR positions from 03/31/2024 to 06/30/2024, with 7 having decreased their positions and 1 new place.
Looking past these specific funds on this one batch of most up-to-date filers, we tallied up the IJR share depend within the combination amongst all of the funds which held IJR on the 06/30/2024 reporting period (out of the 1,945 we checked out in complete). We then in contrast that quantity to the sum complete of IJR shares those self same funds held back on the 03/31/2024 period, to see how the mixture share depend held by hedge funds has moved for IJR. We discovered that between these two intervals, funds decreased their holdings by 2,625,506 shares within the combination, from 86,735,812 down to 84,110,306 for a share depend decline of roughly -3.03%. The total high three funds holding IJR on 06/30/2024 had been:
We’ll keep following the latest 13F filings by hedge fund managers and produce you attention-grabbing tales derived from a take a look at the mixture info throughout teams of managers between submitting intervals. While taking a look at particular person 13F filings can generally be deceptive due to the long-only nature of the knowledge, the sum complete throughout teams of funds from one reporting period to a different could be a lot more revealing and related, offering attention-grabbing stock concepts that benefit additional analysis, like iShares Trust – Core S&P Small-Cap ETF (Symbol: IJR).
10 S&P 500 Components Hedge Funds Are Buying »
Also see:
Stock Split History
Top Ten Hedge Funds Holding PATH
RNA YTD Return
The views and opinions expressed herein are the views and opinions of the writer and don’t essentially mirror these of Nasdaq, Inc.
Stay up to date with the latest news within the world markets! Our web site is your go-to source for cutting-edge financial news, market trends, financial insights, and updates on worldwide trade. We present day by day updates to make sure you have entry to the freshest info on stock market actions, commodity costs, currency fluctuations, and main financial bulletins.
Explore how these trends are shaping the longer term of the worldwide financial system! Visit us frequently for essentially the most participating and informative market content material by clicking right here. Our fastidiously curated articles will keep you knowledgeable on market shifts, investment methods, geopolitical impacts, and pivotal moments in world finance.
