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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.7M
2
Morgan Stanley
Morgan Stanley
New York
$408M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$21.6M
5
Corient Private Wealth
Corient Private Wealth
Florida
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
151
Graves Light Lenhart Wealth
Virginia
$4M +$417K +4,061 +12%
EWA
152
EP Wealth Advisors
California
$3.9M +$51.2K +498 +1%
Pathstone Holdings
153
Pathstone Holdings
New Jersey
$3.9M +$494K +4,811 +15%
BWM
154
BKM Wealth Management
Wisconsin
$3.87M +$133K +1,290 +4%
TYCC
155
Texas Yale Capital Corp
Florida
$3.8M – – –
MA
156
Mutual Advisors
Nebraska
$3.77M -$85.2K -829 -2%
PGFC
157
Peapack-Gladstone Financial Corp
New Jersey
$3.71M +$838K +8,150 +29%
SWA
158
SOA Wealth Advisors
New York
$3.68M -$46.6K -453 -1%
IA
159
IFP Advisors
Florida
$3.67M +$112K +1,089 +3%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$3.61M -$748K -7,275 -17%
CAM
161
Cresset Asset Management
Illinois
$3.59M +$840K +8,172 +31%
BFM
162
Broadview Financial Management
Wisconsin
$3.55M -$11.7K -114 -0.3%
CC
163
Courier Capital
New York
$3.51M +$289K +2,814 +9%
MCWS
164
McKinley Carter Wealth Services
West Virginia
$3.44M -$143K -1,392 -4%
BP
165
Ballentine Partners
Massachusetts
$3.43M – – –
TW
166
TrinityPoint Wealth
Connecticut
$3.4M +$3.14M +30,555 +1,191%
FHB
167
First Hawaiian Bank
Hawaii
$3.4M -$651K -6,333 -16%
SIS
168
Sound Income Strategies
Florida
$3.26M -$483K -4,702 -13%
ASN
169
Advisory Services Network
Georgia
$3.17M -$1.31M -12,742 -29%
WIA
170
World Investment Advisors
California
$3.14M -$9.95M -96,865 -76%
LCM
171
Liberty Capital Management
Michigan
$3.14M -$1.1M -10,716 -26%
DT
172
Diversified Trust
Tennessee
$3.05M +$182K +1,770 +6%
APG
173
Abacus Planning Group
South Carolina
$3.05M -$106K -1,027 -3%
WQ
174
Wealth Quarterback
New Jersey
$3.05M -$6.18M -60,123 -67%
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$3.03M +$3.03M +29,518 New
5 6
7
8 9