IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

709 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 220 increasing their positions, 205 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+72
Holders Change %
+11.3%
% of All Funds
10.95%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
135
Increased
220
Reduced
205
Closed
51
Calls
$7.2M
Puts
$8.85M
Net Calls
-$1.65M
Net Calls Change
-$4.36M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$423M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$144M
3
WIA
World Investment Advisors
California
$16.8M
4
RFC
Regions Financial Corp
Alabama
$149M
5
M&T Bank
M&T Bank
New York
$156M

Top Sellers

1
EWA
Exencial Wealth Advisors
Oklahoma
$31.8M
2
MWM
Merriman Wealth Management
Washington
$8.12M
3
BFG
Barber Financial Group
Kansas
$1.73M
4
LPL Financial
LPL Financial
California
$130M
5
Wells Fargo
Wells Fargo
California
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
551
CRA Financial Services
New Jersey
$204K +$204K +1,948 New
CA
552
Cornerstone Advisory
Maryland
$204K +$204K +1,956 New
RBFC
553
Roman Butler Fullerton & Co
Missouri
$203K – – –
CFCI
554
Comprehensive Financial Consultants Institutional
Indiana
$202K +$202K +1,990 New
CA
555
Clearstead Advisors
Ohio
$200K – – –
EW
556
Evoke Wealth
California
$199K – – –
Deutsche Bank
557
Deutsche Bank
Germany
$198K – – –
PO
558
Private Ocean
California
$196K +$11K +105 +6%
TCOV
559
Trust Company of Vermont
Vermont
$194K +$194K +1,852 New
PMFA
560
Plante Moran Financial Advisors
Michigan
$187K – – –
JGIA
561
Jackson Grant Investment Advisers
Connecticut
$184K +$835 +8 +0.5%
Bessemer Group
562
Bessemer Group
New Jersey
$178K – – –
RA
563
Rise Advisors
New York
$174K +$174K +1,666 New
HWA
564
HHM Wealth Advisors
Tennessee
$173K – – –
FPS
565
Fieldpoint Private Securities
Connecticut
$169K – – –
PA
566
PSI Advisors
Florida
$169K – – –
AWM
567
AllSquare Wealth Management
New York
$168K – – –
AIC
568
Archer Investment Corporation
Indiana
$168K +$17.5K +167 +12%
LPIC
569
LeJeune Puetz Investment Counsel
Michigan
$167K – – –
COCM
570
Charter Oak Capital Management
New Hampshire
$165K +$313 +3 +0.2%
PP
571
PFS Partners
New Jersey
$161K +$161K +1,544 New
RIM
572
Rockbridge Investment Management
New York
$139K +$1.99K +19 +1%
CWP
573
Concord Wealth Partners
Virginia
$138K +$108K +1,032 +360%
IRAG
574
Investment Research & Advisory Group
Georgia
$135K – – –
CWS
575
Confluence Wealth Services
Pennsylvania
$135K +$135K +1,299 New
21 22
23
24 25