IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

732 hedge funds and large institutions have $3.82B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 208 increasing their positions, 298 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-24
Holders Change %
-3.17%
% of All Funds
10.65%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
46
Increased
208
Reduced
298
Closed
58
Calls
$1.29M
Puts
$545K
Net Calls
+$749K
Net Calls Change
-$1.33M

Top Buyers

1
TRCT
Tower Research Capital (TRC)
New York
+$7.8M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.8M
3
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$5.71M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.34M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$5.11M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$50.5M
2
Morgan Stanley
Morgan Stanley
New York
-$48.3M
3
Bank of America
Bank of America
North Carolina
-$46.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
426
Sage Financial Group
Pennsylvania
$431K – – –
TRIA
427
Trail Ridge Investment Advisors
Colorado
$427K -$1.17K -12 -0.3%
P
428
&Partners
Tennessee
$423K +$423K +4,346 New
VA
429
Valmark Advisers
Ohio
$415K -$36.8K -378 -8%
Betterment LLC
430
Betterment LLC
New York
$414K +$30.2K +311 +8%
AWA
431
Arkadios Wealth Advisors
Georgia
$412K +$19.2K +197 +5%
CPSAC
432
Chas P. Smith & Associates (CPS)
Florida
$412K -$26K -267 -6%
GCIM
433
Gunn & Company Investment Management
Florida
$412K +$412K +4,237 New
DIA
434
Dana Investment Advisors
Wisconsin
$411K +$9.73K +100 +2%
FA
435
Fiducient Advisors
Illinois
$408K +$3.41K +35 +0.8%
AIM
436
Anchor Investment Management
South Carolina
$406K -$138K -1,415 -25%
QCG
437
Quadrant Capital Group
Ohio
$405K – – –
MCM
438
Maple Capital Management
Vermont
$403K – – –
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$402K – – –
GAM
440
Gotham Asset Management
New York
$400K +$400K +4,108 New
IFA
441
Index Fund Advisors
California
$400K -$268K -2,755 -40%
LA
442
Lane & Associates
New Jersey
$400K +$1.75K +18 +0.4%
CT
443
Colonial Trust
South Carolina
$393K -$15.4K -158 -4%
FFL
444
Financial Freedom LLC
Ohio
$391K +$1.07K +11 +0.3%
SCM
445
Sage Capital Management
New Jersey
$389K +$1.36K +14 +0.4%
SFPG
446
Stonebridge Financial Planning Group
Florida
$388K -$55.4K -570 -13%
VCP
447
Vista Capital Partners
Oregon
$387K – – –
KFP
448
KMG Fiduciary Partners
Ohio
$386K – – –
CIA
449
Capital Investment Advisors
Georgia
$386K -$2.92K -30 -0.8%
SFC
450
SYM Financial Corp
Indiana
$386K – – –
16 17
18
19 20