IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

732 hedge funds and large institutions have $4.11B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 280 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.54%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.33%
New
55
Increased
215
Reduced
280
Closed
37
Calls
$1.74M
Puts
$295K
Net Calls
+$1.45M
Net Calls Change
-$156K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
$94.3M
2
MWM
Modera Wealth Management
New Jersey
$77.3M
3
Lido Advisors
Lido Advisors
California
$12.6M
4
Cerity Partners
Cerity Partners
New York
$19M
5
PFA
Petra Financial Advisors
Colorado
$4.34M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.73M
2
Ameriprise
Ameriprise
Minnesota
$66.4M
3
UBS Group
UBS Group
Switzerland
$106M
4
Bank of America
Bank of America
North Carolina
$331M
5
CT
Coastline Trust
Rhode Island
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
126
Lansing Street Advisors
Pennsylvania
$4.52M +$932K +9,799 +26%
GW
127
GW & Wade
Massachusetts
$4.48M +$141K +1,487 +3%
LFS
128
Lutz Financial Services
Nebraska
$4.42M -$7.04K -74 -0.2%
EWM
129
Empirical Wealth Management
Washington
$4.4M +$87K +915 +2%
SCA
130
Southern Capital Advisors
Tennessee
$4.39M +$125K +1,317 +3%
PAI
131
Pittenger & Anderson Inc
Nebraska
$4.35M – – –
FCFC
132
First Citizens Financial Corp
Iowa
$4.34M +$4.34M +45,643 New
PFA
133
Petra Financial Advisors
Colorado
$4.34M +$4.34M +45,634 New
CA
134
Centerpoint Advisors
Massachusetts
$4.31M -$86K -904 -2%
GT
135
Greenleaf Trust
Michigan
$4.25M +$36.7K +386 +0.9%
QC
136
Quent Capital
New York
$4.25M +$136K +1,431 +3%
CAN
137
Cetera Advisor Networks
California
$4.22M -$345K -3,631 -8%
CWP
138
Corepath Wealth Partners
Arizona
$4.2M -$582K -5,974 -12%
SFS
139
Sowell Financial Services
Arkansas
$4.16M -$733K -7,704 -15%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$4.13M -$275K -2,888 -6%
LCM
141
Liberty Capital Management
Michigan
$4.12M +$298K +3,136 +8%
UB
142
UMB Bank
Missouri
$4.1M -$86.6K -911 -2%
AWS
143
Atria Wealth Solutions
New York
$4.07M -$747K -7,860 -16%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$3.98M -$1.87M -19,685 -32%
KPWS
145
Kestra Private Wealth Services
Texas
$3.98M +$564K +5,929 +17%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$3.98M +$37.6K +395 +1%
PA
147
Parallel Advisors
California
$3.96M -$3.8K -40 -0.1%
IWC
148
Integrated Wealth Concepts
Massachusetts
$3.96M +$141K +1,479 +4%
FHB
149
First Hawaiian Bank
Hawaii
$3.91M -$304K -3,194 -7%
SWA
150
SOA Wealth Advisors
New York
$3.86M -$1.07M -11,296 -22%
4 5
6
7 8