IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

725 hedge funds and large institutions have $4.07B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 221 increasing their positions, 274 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-3
Holders Change %
-0.41%
% of All Funds
11.6%
Holding in Top 10
18
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-37.93%
% of All Funds
0.29%
New
63
Increased
221
Reduced
274
Closed
43
Calls
$1.92M
Puts
$318K
Net Calls
+$1.6M
Net Calls Change
+$442K

Top Buyers

1
GHA
GW Henssler & Associates
Georgia
$26.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$106M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$51.8M
4
Cerity Partners
Cerity Partners
New York
$14.1M
5
Stifel Financial
Stifel Financial
Missouri
$35.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$74.6M
2
Corient Private Wealth
Corient Private Wealth
Florida
$80.6M
3
AAP
Arax Advisory Partners
Colorado
$1.5M
4
WIA
World Investment Advisors
California
$2.12M
5
Ameriprise
Ameriprise
Minnesota
$88.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
726
Iron Horse Wealth Management
Iowa
$213 – – –
PFA
727
Petra Financial Advisors
Colorado
– -$3.73M -40,805 Closed
HF
728
HRT Financial
New York
– -$1.68M -18,412 Closed
SAM
729
Silvercrest Asset Management
New York
– -$1.46M -16,026 Closed
CS
730
Credit Suisse
Switzerland
– -$1.29M -14,176 Closed
SXL
731
Summit X LLC
Missouri
– -$1.25M -14,001 Closed
RFA
732
Resurgent Financial Advisors
Georgia
– -$1.02M -11,131 Closed
QIM
733
Quantitative Investment Management
Virginia
– -$886K -9,706 Closed
PFA
734
Pinnacle Family Advisors
Missouri
– -$863K -9,456 Closed
SA
735
Sunesis Advisors
Kansas
– -$860K -9,416 Closed
PSCM
736
Per Stirling Capital Management
Texas
– -$574K -6,287 Closed
AT
737
American Trust
Kentucky
– -$449K -4,914 Closed
WEG
738
World Equity Group
Illinois
– -$428K -4,685 Closed
BCA
739
Bay Colony Advisors
Massachusetts
– -$388K -4,244 Closed
RWA
740
Ropes Wealth Advisors
Massachusetts
– -$374K -4,094 Closed
RW
741
Regimen Wealth
Georgia
– -$326K -3,574 Closed
HHRDM
742
H&H Retirement Design & Management
Nevada
– -$341K -3,445 Closed
DIA
743
Dana Investment Advisors
Wisconsin
– -$302K -3,310 Closed
HSA
744
HBK Sorce Advisory
Pennsylvania
– -$301K -3,294 Closed
HW
745
Hancock Whitney
Mississippi
– -$300K -3,288 Closed
Renaissance Technologies
746
Renaissance Technologies
New York
– -$283K -3,100 Closed
SFWA
747
Summit Financial Wealth Advisors
Louisiana
– -$250K -2,740 Closed
VCM
748
Vivaldi Capital Management
Illinois
– -$250K -2,650 Closed
EL
749
EQ LLC
Washington
– -$242K -2,649 Closed
PFO
750
Pathstone Family Office
New Jersey
– -$2.16M -2,528 Closed
27 28 29
30
31