IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

772 hedge funds and large institutions have $4.34B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 238 increasing their positions, 283 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
+40
Holders Change %
+5.46%
% of All Funds
11.17%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
71
Increased
238
Reduced
283
Closed
21
Calls
$1.92M
Puts
$1.25M
Net Calls
+$667K
Net Calls Change
-$82K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$43.8M
2
WIA
World Investment Advisors
California
+$38.7M
3
LPL Financial
LPL Financial
California
+$16.3M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$15.3M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$11.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9.48M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.48M
3
TRCT
Tower Research Capital (TRC)
New York
-$8.63M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$7.2M
5
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
-$5.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMG
376
Patton Albertson Miller Group
Tennessee
$645K – – –
SAM
377
Synergy Asset Management
Washington
$643K +$643K +5,972 New
FA
378
Financial Alternatives
California
$643K – – –
BHWM
379
Beaird Harris Wealth Management
Texas
$631K +$8.51K +79 +1%
HSWM
380
Hubbell Strickland Wealth Management
Louisiana
$629K -$3.88K -36 -0.6%
HWM
381
HighMark Wealth Management
Minnesota
$625K -$21.6K -201 -3%
KCM
382
Kendall Capital Management
Maryland
$621K +$53.3K +495 +9%
VPWA
383
Vestia Personal Wealth Advisors
Indiana
$619K -$13.2K -123 -2%
EWP
384
Elevation Wealth Partners
California
$613K +$2.8K +26 +0.5%
D.E. Shaw & Co
385
D.E. Shaw & Co
New York
$613K -$7.2M -66,847 -92%
Charles Schwab
386
Charles Schwab
California
$612K -$58.6K -544 -9%
BPA
387
Beacon Pointe Advisors
California
$612K -$16K -149 -3%
SHGA
388
Sand Hill Global Advisors
California
$610K – – –
DADC
389
D.A. Davidson & Co
Montana
$608K +$215 +2 +0%
NWM
390
Northwest Wealth Management
Iowa
$605K -$50.7K -471 -8%
OC
391
Oppenheimer & Co
New York
$602K +$107K +995 +22%
MWP
392
Meredith Wealth Planning
Illinois
$602K +$1.94K +18 +0.3%
SWC
393
Spectrum Wealth Counsel
Indiana
$594K – – –
RIA
394
Richwood Investment Advisors
Ohio
$586K -$31.2K -290 -5%
SAG
395
SageView Advisory Group
California
$585K -$193K -1,797 -25%
FTS
396
Fifth Third Securities
Ohio
$584K -$101K -935 -15%
LWL
397
Leo Wealth LLC
Texas
$581K +$23.7K +220 +4%
CAM
398
Cozad Asset Management
Illinois
$581K -$69.4K -645 -11%
SMA
399
Sage Mountain Advisors
Georgia
$575K +$31.3K +291 +6%
USCWA
400
U.S. Capital Wealth Advisors
Texas
$575K -$29.2K -271 -5%
14 15
16
17 18