IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

796 hedge funds and large institutions have $5.73B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 245 increasing their positions, 253 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+84
Holders Change %
+11.8%
% of All Funds
11.67%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
137
Increased
245
Reduced
253
Closed
45
Calls
$3.75M
Puts
$3.27M
Net Calls
+$479K
Net Calls Change
-$981K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$404M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$378M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$168M
4
Osaic Holdings
Osaic Holdings
Arizona
+$115M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69.1M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$51.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$25.4M
3
WIA
World Investment Advisors
California
-$20.9M
4
UCFA
United Capital Financial Advisors
Texas
-$20.4M
5
SAF
Smith Anglin Financial
Texas
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
676
Glen Eagle Advisors
New Jersey
$80.9K – – –
CAM
677
Creekmur Asset Management
Illinois
$77.3K +$77.3K +750 New
HGERS
678
Householder Group Estate & Retirement Specialist
Arizona
$77K – – –
QPBE
679
Quintet Private Bank (Europe)
Luxembourg
$74.2K – – –
PO
680
Private Ocean
California
$72K – – –
WTA
681
Washington Trust Advisors
Massachusetts
$71.5K – – –
ST
682
Smithfield Trust
Pennsylvania
$69K – – –
TWM
683
Tradition Wealth Management
Minnesota
$69K – – –
CTB
684
Country Trust Bank
Illinois
$67.9K – – –
CTA
685
Colonial Trust Advisors
South Carolina
$67.2K +$4.54K +44 +7%
FGA
686
Fortis Group Advisors
New Jersey
$65.3K +$32.7K +317 +100%
FCAS
687
First Command Advisory Services
Texas
$62.5K +$62.5K +606 New
PS
688
Planned Solutions
California
$59.6K +$59.6K +578 New
CWP
689
Concord Wealth Partners
Virginia
$58.6K -$19.6K -190 -25%
TCG
690
Transcendent Capital Group
Oklahoma
$58.3K +$58.3K +566 New
SS
691
Sunbelt Securities
Texas
$56.9K +$206 +2 +0.4%
AAG
692
Armstrong Advisory Group
Massachusetts
$56.7K – – –
JEST
693
JTC Employer Solutions Trustee
Jersey
$55K – – –
LF
694
Lee Financial
Texas
$53.7K – – –
HWM
695
Horizons Wealth Management
North Carolina
$50.5K +$11K +107 +28%
GIP
696
Granite Investment Partners
California
$49.6K – – –
Kayne Anderson Rudnick Investment Management
697
Kayne Anderson Rudnick Investment Management
California
$49.6K -$19.5K -189 -28%
APW
698
Acima Private Wealth
Virginia
$47.9K -$572K -5,548 -92%
RIL
699
Rothschild Investment LLC
Illinois
$46.6K +$46.6K +452 New
FRA
700
Front Row Advisors
California
$46.4K – – –
26 27
28
29 30