IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

755 hedge funds and large institutions have $4.36B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 317 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-41
Holders Change %
-5.15%
% of All Funds
10.95%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
44
Increased
226
Reduced
317
Closed
72
Calls
$3.73M
Puts
$1.65M
Net Calls
+$2.08M
Net Calls Change
+$1.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$312M
2
M&T Bank
2
M&T Bank
New York
$159M
3
Lido Advisors
3
Lido Advisors
California
$18.4M
4
Bank of America
4
Bank of America
North Carolina
$404M
5
UBS Group
5
UBS Group
Switzerland
$122M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$73.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$408M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.6M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
Sax Wealth Advisors
New Jersey
$8.56M -$622K -6,056 -7%
EAM
77
Evanson Asset Management
California
$8.24M -$697K -6,785 -8%
WSFS
78
Wilmington Savings Fund Society
Delaware
$8.12M +$8.12M +79,015 New
FFP
79
Forbes Financial Planning
Rhode Island
$8.11M +$7.71K +75 +0.1%
SL
80
Salomon & Ludwin
Virginia
$8.01M -$17.1K -166 -0.2%
CAL
81
Capital Advisors Ltd
Ohio
$7.95M -$382K -3,718 -5%
SPIA
82
Steward Partners Investment Advisory
New York
$7.93M -$187K -1,820 -2%
LSA
83
Lansing Street Advisors
Pennsylvania
$7.85M +$723K +7,032 +10%
SC
84
Sepio Capital
Utah
$7.79M – – –
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$7.75M -$560K -5,448 -7%
PFP
86
Pinnacle Financial Partners
Tennessee
$7.74M +$186K +1,813 +2%
AAS
87
Avantax Advisory Services
Texas
$7.73M +$71K +691 +0.9%
AIM
88
Access Investment Management
Georgia
$7.53M -$517K -5,035 -6%
TFF
89
The Family Firm
Maryland
$7.42M +$128K +1,244 +2%
Corient Private Wealth
90
Corient Private Wealth
Florida
$7.41M -$80.4M -782,873 -92%
CPIG
91
Chicago Partners Investment Group
Illinois
$7.35M +$102K +1,035 +1%
JWBC
92
J.W. Burns & Co
New York
$7.25M -$75.4K -734 -1%
IFS
93
Ifrah Financial Services
Arkansas
$6.9M -$50.7K -493 -0.7%
MML Investors Services
94
MML Investors Services
Massachusetts
$6.75M -$8.58M -83,522 -56%
NAM
95
NorthCrest Asset Manangement
Minnesota
$6.57M +$191K +1,858 +3%
AWS
96
Atria Wealth Solutions
New York
$6.45M -$5.44M -52,979 -46%
IF
97
Ironwood Financial
Arizona
$6.37M -$35.5K -345 -0.6%
VC
98
Vicus Capital
Pennsylvania
$6.24M +$325K +3,160 +5%
KPWS
99
Kestra Private Wealth Services
Texas
$6.14M +$239K +2,330 +4%
Focus Partners Wealth
100
Focus Partners Wealth
Massachusetts
$6.07M +$5.04M +49,059 +490%
2 3
4
5 6