IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

735 hedge funds and large institutions have $5.76B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 256 increasing their positions, 212 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
735
Holders Change
+26
Holders Change %
+3.67%
% of All Funds
11.63%
Holding in Top 10
34
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+21.43%
% of All Funds
0.54%
New
93
Increased
256
Reduced
212
Closed
55
Calls
$5.75M
Puts
$3.92M
Net Calls
+$1.83M
Net Calls Change
+$3.48M

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$145M
2
BFG
Barber Financial Group
Kansas
+$76.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$38.8M
4
AAP
Arax Advisory Partners
Colorado
+$36.9M
5
Bank of America
Bank of America
North Carolina
+$31.1M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$615M
2
Ameriprise
Ameriprise
Minnesota
-$23.6M
3
COI
Connable Office Inc
Michigan
-$12.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.41M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$7.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
526
Prosperity Planning
Missouri
$273K – – –
QCIG
527
Quad-Cities Investment Group
Iowa
$273K +$5.11K +50 +2%
FHA
528
First Horizon Advisors
Tennessee
$271K -$168K -1,639 -38%
SIC
529
Sigma Investment Counselors
Michigan
$262K +$37.4K +365 +17%
BBHC
530
Brown Brothers Harriman & Co
New York
$261K – – –
VVP
531
Venture Visionary Partners
Ohio
$261K – – –
FP
532
Financial Perspectives
Minnesota
$260K +$1.54K +15 +0.6%
LBC
533
Lowe Brockenbrough & Co
Virginia
$260K – – –
NCM
534
Narwhal Capital Management
Georgia
$259K – – –
MCM
535
Mainstay Capital Management
Michigan
$256K – – –
JWM
536
Jeppson Wealth Management
California
$255K – – –
CIBC Private Wealth Group
537
CIBC Private Wealth Group
Georgia
$254K +$47.9K +469 +23%
PPW
538
Parcion Private Wealth
Washington
$253K -$5.13K -50 -2%
LC
539
LCNB Corp
Ohio
$252K – – –
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$252K +$307 +3 +0.1%
MP
541
McDonald Partners
Ohio
$249K +$249K +2,430 New
CST
542
Charles Schwab Trust
Nevada
$246K – – –
ANTB
543
AMG National Trust Bank
Colorado
$245K +$2.56K +25 +1%
LWMNY
544
Landmark Wealth Management (New York)
New York
$243K +$243K +4,716 New
AP
545
Atwood & Palmer
Missouri
$243K – – –
RRC
546
Relaxing Retirement Coach
Massachusetts
$243K – – –
SF
547
SBK Financial
Virginia
$242K – – –
TLFA
548
True Link Financial Advisors
California
$241K -$1.68M -16,455 -87%
T
549
TNF
Montana
$239K – – –
AIM
550
Anchor Investment Management
South Carolina
$237K -$9.73K -95 -4%
20 21
22
23 24