IJR News

D Orazio Adds Five ETFs in Third QuarterBusiness — 17hD Orazio & Associates disclosed new third-quarter positions across five ETFs, spanning international and U.S. equities as well as bond funds. Its largest reported purchases were in the iShares MSCI International Quality Factor ETF and iShares MSCI USA Quality GARP ETF.

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Elena Vasquez Bond funds alongside the stocks shows they're not ignoring rising rate risks.

Parallel Advisors Increases Stakes Across Five ETFsFinance — 4dParallel Advisors increased its third-quarter holdings across five ETFs, with especially large additions to the iShares International Country Rotation Active ETF and iShares iBonds Dec. 2027 Term Treasury ETF. It also added shares of emerging-markets, small-cap and mortgage-backed securities ETFs.

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Tom Gallagher I wonder if the mortgage-backed securities move is a hedge against whatever's coming next in rates.

Provenance Reportedly Expands Holdings Across Five ETFsFinance — Nov 4, 2026Provenance Wealth Advisors increased its third-quarter holdings in several ETFs, including iShares Core MSCI EAFE, iShares MSCI EAFE, SPDR Portfolio S&P 500 Value and iShares Russell 3000. It also opened a new position in the Fidelity Enhanced Small Cap ETF, according to SEC filings.

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Chicago Partners Discloses $5.7 Million in New Third-Quarter ETF HoldingsBusiness — 1dChicago Partners Investment Group disclosed new third-quarter stakes in five ETFs: iShares S&P Mid-Cap 400 Growth, Innovator U.S. Equity Power Buffer – June, Dimensional U.S. Targeted Value, Innovator Equity Defined Protection – September, and Innovator U.S. Equity Buffer – May. The positions were valued at roughly $1.08 million to $1.26 million each.

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Filings show Calamos firms raising stakes in five holdingsBusiness — 4dCalamos-affiliated investment firms reported varied third-quarter portfolio moves, increasing stakes in Bank of New York Mellon, ProShares UltraPro QQQ, Banco Santander and KB Financial Group, while opening a new position in the iShares Russell 1000 Growth ETF. The filings reflect holdings changes across banks and funds rather than a single coordinated investment theme.

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Jared Kim Calamos adding to those bank stakes looks like a bet on steady financial sector returns this quarter.

Most Influential Women in World HistoryYourlist — RankingFrom ancient queens who ruled empires to modern activists who changed laws, these women left indelible marks on politics, science, and culture. Vote for who you think shaped history most profoundly.

Plancorp Adds $192 Million Across Five ETFsBusiness — 4dPlancorp LLC disclosed new third-quarter positions in several international equity and municipal-bond ETFs, including a roughly $160 million holding in Dimensional International Core Equity 2 ETF and a $13.2 million stake in iShares MSCI Intl Value Factor ETF. It also added or established positions in multiple bond funds, while increasing its Vanguard Total International Bond ETF holdings by 82.1%.

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Derek Foss Plancorp's big move into that Dimensional international ETF looks like a solid bet on overseas value stocks.

BlackRock Discloses ETF Stake Exceeding 5% in Crescent EnergyFinance — Oct 27, 2026BlackRock filings disclosed that its iShares Core S&P Small-Cap ETF has an interest exceeding 5% in Crescent Energy. Separate filings covering Phreesia, Vital Farms, an iShares emerging-markets fund and Expro Group said no individual person’s interest exceeded 5%.

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Tom Gallagher BlackRock's ETF stake over 5% in Crescent Energy suggests they're positioning for longer-term energy sector gains.

Vigilare buys four ETFs, trims mid-cap fundBusiness — Nov 2, 2026Vigilare Wealth Management disclosed new third-quarter positions in several ETFs, including funds focused on U.S. energy, the Magnificent Seven, large-cap stocks and genomics. It also reduced its iShares Russell Mid-Cap ETF holdings by 38.6%.

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SteelPeak Wealth Trims Two ETFs While Boosting Value Factor Holdings — Oct 18, 2026SteelPeak Wealth reduced its holdings in iShares U.S. Treasury Bond and T. Rowe Price Floating Rate ETFs in the third quarter, while increasing its stake in the iShares MSCI USA Value Factor ETF by 29.2%.

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Tom Gallagher SteelPeak's move into value stocks over bonds could pay off if rates stay high.

Signaturefd adds $560M stake in iShares value ETF as second-largest holdingFinance — Oct 23, 2026Signaturefd disclosed new third-quarter positions in four ETFs spanning bonds, U.S. value stocks, hedged equities and quality stocks, with its largest reported investment—about $560 million—in the iShares Core S&P U.S. Value ETF. A separate holdings report also recorded 271,489 shares of Vanguard Total Bond Market ETF in the firm’s portfolio.

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Modera expands holdings across five ETFsFinance — Oct 31, 2026Modera Wealth Management made new third-quarter investments in four ETFs: the iShares Russell 1000, Vanguard Mega Cap Value, Dimensional U.S. Equity and Vanguard FTSE All-World ex-US Small-Cap funds. It also increased its Vanguard Total Stock Market ETF holdings by 2.9%.

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Marcus Bell Only bumping the total stock market ETF by 2.9 percent while adding four new ones seems oddly cautious.

New York Pizza vs Chicago Deep DishYourlist — VS BattleThe foldable slice versus the fork-and-knife casserole — America's longest-running food fight.

Aspiriant Invests Nearly $29 Million Across Five ETFs — Oct 17, 2026Aspiriant LLC disclosed new third-quarter positions in five exchange-traded funds: iShares Core S&P Mid-Cap, NYLIM Hedge Multi-Strategy Tracker, iShares California Muni Bond, iShares MSCI EAFE Min Volatility, and Invesco S&P 500 Equal Weight. The reported stakes ranged in value from about $2.6 million to $9.2 million, with the largest in the mid-cap ETF.

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Nicole Hardy Equal weight S&P 500 exposure avoids the usual concentration in a handful of big tech names.

Parcion Wealth cuts Allison stake 85% while expanding Altria and bond ETFsBusiness — Oct 31, 2026Parcion Private Wealth made varied third-quarter portfolio moves, sharply reducing its Allison Transmission stake while increasing holdings in Altria, an investment-grade corporate bond ETF and Williams Companies, and initiating a position in a fallen-angels bond ETF. Its largest reported position among these moves was nearly 448,000 shares of the iShares Aaa–A Rated Corporate Bond ETF, valued at about $20.2 million.

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Sigma Planning shifts ETF holdings in Q3Finance — Oct 26, 2026Sigma Planning Corp reported mixed third-quarter ETF moves, opening positions in the Fidelity Blue Chip Growth, Putnam Focused Large Cap Value and iShares Global 100 ETFs. It also trimmed its holdings in the Vanguard Growth ETF and Fidelity NASDAQ Composite Index ETF, according to regulatory filings.

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Dana Whitfield Sigma Planning's move into Putnam Focused Large Cap Value looks like a bet on value stocks outperforming growth in the near term.

BlackRock launches active robotics ETF targeting automation firms — Oct 21, 2026BlackRock has launched the actively managed iShares Future Robotics and Related Technologies ETF (RBTX), expanding its thematic investing lineup with exposure to companies involved in developing and enabling robotics and automation. The fund aims to invest across the robotics value chain rather than track a specific index.

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Marcus Bell Targeting the full robotics supply chain makes sense as automation spreads across factories and logistics.

Build a pizza and the AI guesses your ageQuizie — QuizCrust to final slice, every topping is evidence. The AI guesses your age — and explains exactly which choice gave you away.

Directors Acquire ETF Units Through Dividend ReinvestmentFinance — Oct 22, 2026Institutional investors disclosed new or increased stakes in the Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF and iShares Core U.S. Aggregate Bond ETF. Separately, Associate Global Partners directors Brett Cairns and Jason Billings increased holdings in two affiliated active ETFs through dividend reinvestment plans, with no units sold.

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Crypto Fund Short Interest Diverges in SeptemberFinance — Oct 13, 2026September short interest fell sharply for Grayscale’s Bitcoin Covered Call ETF, down 57.5%, and BlackRock’s iShares Staked Ethereum Trust ETF, down 60.1%. By contrast, short interest in Grayscale Ethereum Classic Trust more than doubled, rising 111%.

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Annex Advisory cuts small-cap ETF stake by 94% in Q3 — Oct 17, 2026Annex Advisory Services’ third-quarter filings show it added to or opened positions in the iShares Global 100 ETF, LandBridge, Taiwan Semiconductor and the SPDR Portfolio S&P 500 ETF. It sharply reduced its holding in the SPDR Portfolio S&P 600 Small Cap ETF, selling about 94% of its shares.

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Nicole Hardy Selling 94 percent of their small cap position while adding large cap exposure feels like a defensive rebalance to me.

PNC Expands MBB Holdings by 106,144 Shares — Jul 22, 2026PNC Financial Services Group increased its stakes in several iShares ETFs in Q1, including a 3.5% rise in iShares MBS ETF (MBB), a 3.3% boost in iShares U.S. Treasury Bond ETF (GOVT), and a 1.7% increase in iShares Core S&P Mid-Cap ETF (IJH); it also trimmed positions in iShares MSCI EAFE ETF (EFA) by 0.7% and cut iShares S&P 500 Value ETF (IVE) by 3.1%. These moves indicate a diversified repositioning across fixed-income and equity exposures among major ETF holdings with institutional-scale ownership.

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Wealthspire Retirement LLC Expands ETF Holdings in EM Treasuries S&P 500 — Jul 23, 2026Wealthspire Retirement LLC expanded positions across several ETFs in Q1 2026, boosting stakes in Vanguard FTSE Emerging Markets ETF, FT Vest SDVD, iShares SHY, iShares IVV, and SPDR SPSB. The largest allocation remains iShares Core S&P 500 ETF (IVV) at about $302.6 million, with notable increases in SHY, SPSB, VWO, and SDVD ranging from roughly $14 million to $26.8 million committed.

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Element Pointe Increases IHF Stake 9.6%Business — Jul 21, 2026Element Pointe Advisors LLC boosted positions across multiple ETFs in the first quarter, including a 9.6% increase in iShares U.S. Healthcare Providers ETF (IHF), a 3.3% rise in iShares Core S&P 500 ETF (IVV) where it holds its largest stake, and a new 223,948-share investment in SPDR S&P Transportation ETF (XTN) valued around $20.8 million, while trimming its stake in iShares MSCI USA Quality Factor ETF (QUAL) by 7.3%. Other institutions also adjusted their holdings in these funds during the period.

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Old Mission pours $41 million into Vanguard Value ETF — Sep 5, 2026Old Mission Investment Co LLC disclosed new stakes in Stryker, AT&T, iShares Russell 1000 Growth ETF, iShares U.S. Aerospace & Defense ETF, and Vanguard Value ETF in the second quarter, signaling a diversified expansion across healthcare, telecom, growth equities, defense, and broad-value exposure.

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Nicole Hardy $41 million into a value ETF plus a growth ETF at the same time tells me they're not making a big directional bet either way.

Cassaday Boosts MGK Stake to 3.72M SharesFinance — Jul 21, 2026Cassaday & Co Wealth Management LLC made notable portfolio moves in Q1: it increased its stake in Vanguard Mega Cap Growth ETF (MGK) and boosted its position in iShares S&P Mid-Cap 400 Growth ETF (IJK), while sharply increasing holdings in iShares Bitcoin Trust ETF (IBIT) and trimming its position in iShares Russell 1000 Value ETF (IWD). The changes saw MGK rise to 3,719,368 shares, IJK at 212,240 shares, IBIT at 45,227 shares, and IWD reduced to 417,951 shares as part of ongoing portfolio adjustments across multiple ETFs.

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Three Seasons Wealth boosts gold ETF stake, cuts small-cap holdings by a third — Sep 5, 2026Three Seasons Wealth LLC expanded its ETF holdings across several funds in the second quarter, boosting positions in GLD and Vertiv while opening new stakes in IJT and Vanguard Total Bond Market ETF and increasing exposure to iShares S&P Small-Cap 600 Growth ETF, alongside trimming its iShares Russell 2000 ETF holding. The moves reflect a broadly diversified strategy across commodities, growth equities, and broad-market fixed income, with notable increases in gold and bond allocations.

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Chris Dalton Diversifying into total bond market makes sense if rate cuts are finally on the horizon, locking in yields now.