IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

728 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+34
Holders Change %
+4.9%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.47%
New
105
Increased
232
Reduced
249
Closed
53
Calls
$1.35M
Puts
$192K
Net Calls
+$1.16M
Net Calls Change
-$1.55M

Top Buyers

1
WA
Waverly Advisors
Alabama
$26.8M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.1M
3
WIA
World Investment Advisors
California
$22.1M
4
AAP
Arax Advisory Partners
Colorado
$21.6M
5
CT
Coastline Trust
Rhode Island
$18.6M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$13.3M
2
Morgan Stanley
Morgan Stanley
New York
$371M
3
RVPG
Relative Value Partners Group
$5.46M
4
IA
IFP Advisors
Florida
$1.27M
5
BTI
Blue Trust Inc
Georgia
$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
401
Center for Financial Planning
Michigan
$526K -$59.8K -655 -10%
BPA
402
Beacon Pointe Advisors
California
$521K +$135K +1,481 +35%
SDWMA
403
Schneider Downs Wealth Management Advisors
Pennsylvania
$510K +$510K +5,591 New
MWP
404
Meredith Wealth Planning
Illinois
$499K +$499K +5,467 New
EFS
405
Essex Financial Services
Connecticut
$499K +$73.1K +801 +17%
TRIA
406
Trail Ridge Investment Advisors
Colorado
$497K +$25.7K +281 +5%
CFG
407
Cooper Financial Group
California
$493K +$187K +2,045 +61%
JWM
408
JGP Wealth Management
Oregon
$492K -$2.37K -26 -0.5%
RPSA
409
Richard P. Slaughter Associates
Texas
$488K +$66.4K +727 +16%
CPSAC
410
Chas P. Smith & Associates (CPS)
Florida
$486K -$6.85K -75 -1%
TC
411
TAP Consulting
Missouri
$484K +$4.29K +47 +0.9%
AFS
412
Annapolis Financial Services
Maryland
$480K -$29.9K -327 -6%
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$471K -$19.8K -217 -4%
TRCT
414
Tower Research Capital (TRC)
New York
$470K +$385K +4,217 +452%
CL
415
Choreo LLC
Illinois
$469K +$7.12K +78 +2%
CFP
416
Cypress Financial Planning
New Jersey
$469K +$3.93K +43 +0.8%
KWS
417
Keystone Wealth Services
California
$467K +$19.1K +209 +4%
RDFA
418
Ritter Daniher Financial Advisory
Ohio
$466K +$116K +1,271 +33%
WPW
419
Watershed Private Wealth
Illinois
$465K +$465K +5,092 New
MSFS
420
Main Street Financial Solutions
Pennsylvania
$463K -$92.5K -1,013 -17%
SMA
421
Sage Mountain Advisors
Georgia
$461K – – –
BC
422
Barrett & Company
Rhode Island
$459K – – –
MC
423
Moors & Cabot
Massachusetts
$457K -$12.8K -140 -3%
TPSF
424
Texas Permanent School Fund
Texas
$456K – – –
TIM
425
Thompson Investment Management
Wisconsin
$456K +$3.74K +41 +0.8%
15 16
17
18 19