IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

815 hedge funds and large institutions have $4.41B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 272 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
+43
Holders Change %
+5.57%
% of All Funds
10.85%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.35%
New
99
Increased
272
Reduced
256
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$42.3M
2
Bank of America
Bank of America
North Carolina
+$15M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$10.7M
4
CCFM
Clear Creek Financial Management
Washington
+$10.5M
5
Wells Fargo
Wells Fargo
California
+$9.36M

Top Sellers

1
WIA
World Investment Advisors
California
-$38.7M
2
M&T Bank
M&T Bank
New York
-$32.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.15M
5
Prudential Financial
Prudential Financial
New Jersey
-$8.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
326
Brown Brothers Harriman & Co
New York
$930K – – –
CHJWM
327
Carlton Hofferkamp & Jenks Wealth Management
Texas
$921K +$97.2K +879 +12%
CSP
328
Cary Street Partners
Virginia
$906K +$906K +8,346 New
BFAG
329
Blackston Financial Advisory Group
Florida
$905K -$30K -276 -3%
MAM
330
Milestone Asset Management
Pennsylvania
$901K -$84.3K -776 -9%
CKAIS
331
Christensen King & Associates Investment Services
Washington
$898K -$79.1K -723 -8%
PIMG
332
Patriot Investment Management Group
Tennessee
$897K -$36.6K -337 -4%
DBIA
333
Dumont & Blake Investment Advisors
New Jersey
$896K +$896K +8,249 New
HBW
334
Hazlett, Burt & Watson
West Virginia
$895K +$57.9K +533 +7%
EA
335
Enclave Advisors
Texas
$893K -$112K -1,035 -11%
YIH
336
Y-Intercept (HK)
Hong Kong
$888K +$888K +8,172 New
NPFS
337
Novak & Powell Financial Services
Florida
$882K -$1.17M -10,813 -57%
BGAI
338
Bruce G. Allen Investments
Colorado
$878K +$153K +1,407 +21%
SAG
339
SageView Advisory Group
California
$874K +$283K +2,608 +48%
SI
340
Stephens Inc
Arkansas
$870K +$1.74K +16 +0.2%
MSFS
341
Main Street Financial Solutions
Pennsylvania
$869K -$10.1K -93 -1%
WP
342
WealthShield Partners
North Carolina
$864K -$14.3K -132 -2%
HNWAG
343
High Net Worth Advisory Group
Florida
$858K – – –
TIM
344
Thompson Investment Management
Wisconsin
$849K +$11.5K +106 +1%
SFC
345
Sprinkle Financial Consultants
Colorado
$847K +$2.39K +22 +0.3%
CFA
346
Cahill Financial Advisors
Minnesota
$837K -$48.4K -446 -5%
FPCG
347
Forum Private Client Group
Indiana
$836K -$21.5K -198 -3%
BJL
348
Brighton Jones LLC
Washington
$835K +$47.4K +436 +6%
FPGK
349
Financial Partners Group (Kansas)
Kansas
$827K +$26.1K +240 +3%
VIA
350
Vickerman Investment Advisors
Washington
$822K -$3.8K -35 -0.5%
12 13
14
15 16