IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$92.4M
2
MWM
Modera Wealth Management
New Jersey
+$68.1M
3
Lido Advisors
Lido Advisors
California
+$5.24M
4
Cerity Partners
Cerity Partners
New York
+$4.54M
5
PFA
Petra Financial Advisors
Colorado
+$4.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$26.8M
2
Ameriprise
Ameriprise
Minnesota
-$23.5M
3
UBS Group
UBS Group
Switzerland
-$19.5M
4
Bank of America
Bank of America
North Carolina
-$17.6M
5
CT
Coastline Trust
Rhode Island
-$15.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
451
KMG Fiduciary Partners
Ohio
$378K +$378K +3,972 New
SFG
452
Sage Financial Group
Pennsylvania
$377K – – –
SFC
453
SYM Financial Corp
Indiana
$377K – – –
VNA
454
Valley National Advisers
Pennsylvania
$377K – – –
WSTAM
455
Wilbanks Smith & Thomas Asset Management
Virginia
$375K -$116K -1,223 -24%
9WM
456
9258 Wealth Management
Ohio
$375K -$5.71K -60 -2%
ICG
457
InterOcean Capital Group
Tennessee
$372K -$312K -3,279 -46%
MWA
458
Monograph Wealth Advisors
California
$365K – – –
TA
459
TrueWealth Advisors
Alabama
$363K +$95 +1 +0%
CCA
460
Clearwater Capital Advisors
Illinois
$362K – – –
GC
461
Grimes & Company
Massachusetts
$358K +$571 +6 +0.2%
VVP
462
Venture Visionary Partners
Ohio
$356K +$39.8K +419 +13%
HWA
463
HHM Wealth Advisors
Tennessee
$355K – – –
MSWM
464
McGlone Suttner Wealth Management
Wisconsin
$352K – – –
AFP
465
Ausdal Financial Partners
Iowa
$352K -$6.66K -70 -2%
LWA
466
LWS Wealth Advisors
New Jersey
$351K +$8.07K +85 +2%
EI
467
Ellevest Inc
New York
$349K +$39.3K +413 +13%
MCM
468
Maple Capital Management
Vermont
$347K – – –
BPA
469
Beacon Pointe Advisors
California
$344K -$197K -2,072 -36%
MBT
470
Montecito Bank & Trust
California
$342K – – –
Deutsche Bank
471
Deutsche Bank
Germany
$341K -$28.4K -299 -8%
ANTB
472
AMG National Trust Bank
Colorado
$339K -$36.6K -385 -10%
FCP
473
Fidelis Capital Partners
Florida
$338K -$126K -1,329 -27%
Citadel Advisors
474
Citadel Advisors
Florida
$338K -$8.64M -90,894 -96%
Wealth Enhancement Advisory Services
475
Wealth Enhancement Advisory Services
Minnesota
$335K -$9.77M -102,691 -97%
17 18
19
20 21