IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

731 hedge funds and large institutions have $3.81B 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, 207 increasing their positions, 298 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-24
Holders Change %
-3.18%
% of All Funds
10.63%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
46
Increased
207
Reduced
298
Closed
58
Calls
$1.29M
Puts
$545K
Net Calls
+$749K
Net Calls Change
-$1.33M

Top Buyers

1
TRCT
1
Tower Research Capital (TRC)
New York
$7.8M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$12.5M
3
Nisa Investment Advisors
3
Nisa Investment Advisors
Missouri
$5.71M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$8.06M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$5.42M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$350K
2
Morgan Stanley
2
Morgan Stanley
New York
$338M
3
Bank of America
3
Bank of America
North Carolina
$336M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$9.58M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
26
Palisades Hudson Asset Management
Florida
$28.5M +$175K +1,798 +0.6%
RJA
27
Raymond James & Associates
Florida
$26.1M +$509K +5,236 +2%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$23.9M +$624K +6,419 +3%
SFI
29
SPC Financial Inc
Maryland
$23.5M +$215K +2,209 +0.9%
SC
30
Savant Capital
Illinois
$23.3M -$1.32M -13,591 -5%
Mariner
31
Mariner
Kansas
$23.3M -$204K -2,102 -0.9%
PA
32
Probity Advisors
Texas
$21.5M -$3.87M -39,837 -15%
Truist Financial
33
Truist Financial
North Carolina
$21.1M -$4.48M -46,049 -18%
GIA
34
GHP Investment Advisors
Colorado
$20.5M -$316K -3,248 -2%
HWA
35
Heartwood Wealth Advisors
Virginia
$20.1M +$194K +1,991 +1%
UCFA
36
United Capital Financial Advisors
Texas
$20.1M -$621K -6,388 -3%
Goldman Sachs
37
Goldman Sachs
New York
$20.1M -$8.91M -91,645 -31%
PFM
38
Phillips Financial Management
Indiana
$19.3M -$490K -5,036 -2%
Cerity Partners
39
Cerity Partners
New York
$19M -$532K -5,469 -3%
Lido Advisors
40
Lido Advisors
California
$18.1M +$683K +7,020 +4%
WA
41
Waverly Advisors
Alabama
$17.6M -$2.11M -21,671 -11%
Osaic Holdings
42
Osaic Holdings
Arizona
$16.1M -$4.33M -44,486 -21%
MCM
43
MAI Capital Management
Ohio
$15.9M -$402K -4,137 -2%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$15.8M +$416K +4,272 +3%
MGIA
45
Moneta Group Investment Advisors
Missouri
$15.1M +$104K +1,072 +0.7%
EIP
46
Ellis Investment Partners
Pennsylvania
$15M -$445K -4,576 -3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$13.9M -$560K -5,758 -4%
Creative Planning
48
Creative Planning
Kansas
$13.2M -$269K -2,762 -2%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$12.5M +$6.8M +69,871 +118%
KeyBank National Association
50
KeyBank National Association
Ohio
$12.2M -$186K -1,913 -1%
1
2
3 4 5