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.

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
1
Morgan Stanley
New York
$786M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$502M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$168M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$38.2M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$74.9M
3
WIA
3
World Investment Advisors
California
$13.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$23.7M
5
SAF
5
Smith Anglin Financial
Texas
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
MAI Capital Management
Ohio
$16.5M +$1.12M +10,909 +7%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$15.9M +$11.4M +110,557 +251%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$15.8M +$168K +1,634 +1%
MML Investors Services
54
MML Investors Services
Massachusetts
$15.4M +$7.42M +71,953 +93%
Comerica Bank
55
Comerica Bank
Texas
$15.2M -$391K -3,791 -3%
Creative Planning
56
Creative Planning
Kansas
$15.2M +$328K +3,184 +2%
CAN
57
Cetera Advisor Networks
California
$13.4M +$8.99M +87,254 +202%
KeyBank National Association
58
KeyBank National Association
Ohio
$13.4M +$2.56M +24,799 +24%
WIA
59
World Investment Advisors
California
$13.1M -$20.9M -202,447 -61%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$12.7M +$723K +7,018 +6%
Prudential Financial
61
Prudential Financial
New Jersey
$12.6M +$5.27M +51,091 +72%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$12.6M -$767K -7,442 -6%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$12.3M +$12.3M +119,545 New
E
64
ETFidea
New York
$12.2M -$966K -9,370 -7%
AWS
65
Atria Wealth Solutions
New York
$11.9M +$6.28M +60,905 +111%
RVPG
66
Relative Value Partners Group
$11.8M +$2.08M +20,175 +21%
ODIJL
67
One Day In July LLC
Vermont
$11.6M +$929K +9,014 +9%
US Bancorp
68
US Bancorp
Minnesota
$11.1M -$628K -6,091 -5%
CP
69
Covenant Partners
Tennessee
$11M +$11M +107,099 New
MGIA
70
Moneta Group Investment Advisors
Missouri
$10.9M -$567K -5,499 -5%
FAN
71
Financial Advisors Network
California
$10.9M +$130K +1,265 +1%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$10.9M +$734K +7,120 +7%
WA
73
Wealth Architects
California
$10.7M -$73.8K -716 -0.7%
MBI
74
May Barnhard Investments
Maryland
$10.4M +$10.4M +100,551 New
ADL
75
Asset Dedication LLC
California
$10.1M -$73.3K -711 -0.7%
1 2
3
4 5