IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

788 hedge funds and large institutions have $3.87B invested in iShares S&P Small-Cap 600 Value ETF in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 237 increasing their positions, 278 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
788
Holders Change
-26
Holders Change %
-3.19%
% of All Funds
10.71%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.24%
New
63
Increased
237
Reduced
278
Closed
72
Calls
$1.52M
Puts
$848K
Net Calls
+$673K
Net Calls Change
-$793K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$41.1M
2
WIA
World Investment Advisors
California
$18.9M
3
LPL Financial
LPL Financial
California
$84.3M
4
MMRF
Michelson Medical Research Foundation
California
$12.7M
5
Ameriprise
Ameriprise
Minnesota
$89.9M

Top Sellers

1
M&T Bank
M&T Bank
New York
$63.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$4.41M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$225M
4
Bank of America
Bank of America
North Carolina
$314M
5
CP
Covenant Partners
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
776
Heck Capital Advisors
Wisconsin
$3.01K – – –
HHGA
777
Halbert Hargrove Global Advisors
California
$2.54K +$2.54K +26 New
FDCP
778
Foster Dykema Cabot & Partners
Massachusetts
$2.53K – – –
ME
779
McIlrath & Eck
Washington
$2.34K – – –
PB
780
Pinnacle Bancorp
Nebraska
$1.95K – – –
NL
781
NVWM LLC
Pennsylvania
$1.88K – – –
CAWM
782
Capital A Wealth Management
Pennsylvania
$1.76K +$1.76K +18 New
WBC
783
West Branch Capital
Massachusetts
$1.46K – – –
KA
784
Kozak & Associates
Colorado
$1.17K – – –
RF
785
Rossby Financial
Florida
$1.1K +$1.1K +12 New
FGAM
786
Financial Gravity Asset Management
Texas
$682 +$682 +7 New
SFM
787
Systematic Financial Management
New Jersey
$404 +$303 +3 +300%
DF
788
Dunhill Financial
United Kingdom
$292 – – –
IHWM
789
Iron Horse Wealth Management
Iowa
$228 – – –
RWM
790
Rialto Wealth Management
New York
$195 – – –
CP
791
Covenant Partners
Tennessee
– -$10.7M -98,842 Closed
CWM
792
Cordatus Wealth Management
Pennsylvania
– -$7.8M -71,776 Closed
MCM
793
M1 Capital Management
Michigan
– -$2.6M -23,895 Closed
RBFC
794
Roman Butler Fullerton & Co
Missouri
– -$1.9M -16,996 Closed
EE
795
EWG Elevate
California
– -$1.67M -15,331 Closed
CFS
796
Commonwealth Financial Services
West Virginia
– -$1.34M -12,334 Closed
BCI
797
Brinker Capital Investments
Pennsylvania
– -$1.16M -10,706 Closed
OPS
798
Orion Portfolio Solutions
Nebraska
– -$1.16M -10,706 Closed
SAM
799
Synergy Asset Management
Washington
– -$1.05M -9,707 Closed
IAA
800
Independent Advisor Alliance
North Carolina
– -$1.05M -9,683 Closed
30 31
32
33 34