IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

725 hedge funds and large institutions have $4.07B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 221 increasing their positions, 274 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
11.6%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
63
Increased
221
Reduced
274
Closed
43
Calls
$1.92M
Puts
$318K
Net Calls
+$1.6M
Net Calls Change
+$442K

Top Buyers

1
GHA
1
GW Henssler & Associates
Georgia
$26.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$106M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$51.8M
4
Cerity Partners
4
Cerity Partners
New York
$14.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$35.2M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$74.6M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$80.6M
3
AAP
3
Arax Advisory Partners
Colorado
$1.5M
4
WIA
4
World Investment Advisors
California
$2.12M
5
Ameriprise
5
Ameriprise
Minnesota
$88.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
226
Financial Advocates Investment Management
Washington
$1.71M -$4.85M -53,848 -74%
MCA
227
MSH Capital Advisors
Arizona
$1.69M +$38.1K +407 +2%
CI
228
Conning Inc
Connecticut
$1.66M – – –
SCA
229
Stillwater Capital Advisors
Pennsylvania
$1.66M +$178K +1,897 +12%
ABC
230
Associated Banc-Corp
Wisconsin
$1.66M +$185K +1,973 +13%
CA
231
Cetera Advisors
Colorado
$1.64M -$389K -4,160 -19%
AWM
232
Apollon Wealth Management
South Carolina
$1.61M -$16.8K -180 -1%
CAM
233
Cresset Asset Management
Illinois
$1.6M +$265K +2,831 +20%
EH
234
Equitable Holdings
New York
$1.58M +$161K +1,723 +11%
PWMAG
235
Pinnacle Wealth Management Advisory Group
New Jersey
$1.57M -$122K -1,308 -7%
KWMG
236
King Wealth Management Group
Florida
$1.56M -$27.1K -290 -2%
PFG
237
Pacific Financial Group
Washington
$1.56M -$15.7K -168 -1%
PWA
238
Physician Wealth Advisors
Utah
$1.56M -$311K -3,347 -17%
LWP
239
Lumature Wealth Partners
Georgia
$1.53M -$92.8K -992 -6%
EDRIA
240
Edmonds Duncan Registered Investment Advisors
Kansas
$1.52M +$39.9K +426 +3%
AAP
241
Arax Advisory Partners
Colorado
$1.5M -$20.7M -220,981 -93%
DSN
242
D. Scott Neal
Kentucky
$1.49M -$297K -3,174 -17%
CC
243
Courier Capital
New York
$1.47M +$88.9K +950 +6%
BFA
244
Bragg Financial Advisors
North Carolina
$1.47M +$104K +1,108 +8%
CAM
245
Campion Asset Management
Virginia
$1.47M +$112K +1,198 +8%
MFC
246
Morris Financial Concepts
South Carolina
$1.47M -$6.74K -72 -0.5%
TPCW
247
TD Private Client Wealth
New York
$1.45M -$114K -1,218 -7%
GGI
248
GPM Growth Investors
Michigan
$1.44M +$69.7K +745 +5%
MA
249
Mutual Advisors
Nebraska
$1.42M -$67.3K -719 -5%
PFA
250
Pure Financial Advisors
California
$1.41M -$86.4K -923 -6%
8 9
10
11 12