IJS icon

iShares S&P Small-Cap 600 Value ETF

814 hedge funds and large institutions have $4.4B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 272 increasing their positions, 255 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+43
Holders Change %
+5.58%
% of All Funds
10.84%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
99
Increased
272
Reduced
255
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Shares
Change %
APG
176
Abacus Planning Group
South Carolina
$3.07M -$143K -1,321 -4%
MCWS
177
McKinley Carter Wealth Services
West Virginia
$3.02M -$241K -2,219 -7%
TIM
178
Tortoise Investment Management
New York
$3M -$13.8K -127 -0.5%
PA
179
Pinnacle Associates
New York
$2.98M -$78K -718 -3%
MFG
180
Mainsail Financial Group
Washington
$2.98M +$144K +1,325 +5%
CPA
181
Cardiff Park Advisors
California
$2.98M -$44.3K -408 -1%
SAM
182
Strive Asset Management
Ohio
$2.92M +$2.92M +26,876 New
BP
183
Ballentine Partners
Massachusetts
$2.91M +$4.67K +43 +0.2%
OWA
184
One Wealth Advisors
California
$2.9M -$23.6K -217 -0.8%
FCI
185
Financial Counselors Inc
Kansas
$2.84M -$14.3K -132 -0.5%
CastleKeep Investment Advisors
186
CastleKeep Investment Advisors
Connecticut
$2.83M -$356K -3,275 -11%
BCM
187
Becker Capital Management
Oregon
$2.78M
ABC
188
Associated Banc-Corp
Wisconsin
$2.77M +$31.8K +293 +1%
NCM
189
Neumann Capital Management
California
$2.77M +$45.6K +420 +2%
FFA
190
Farther Finance Advisors
California
$2.71M -$19.8K -182 -0.7%
OC
191
Oarsman Capital
Wisconsin
$2.69M -$123K -1,133 -4%
MCA
192
MSH Capital Advisors
Arizona
$2.69M +$325K +2,995 +14%
QWM
193
Quadcap Wealth Management
Texas
$2.68M -$61.5K -566 -2%
Bank of New York Mellon
194
Bank of New York Mellon
New York
$2.6M +$257K +2,364 +11%
FPAS
195
Focus Partners Advisor Solutions
Missouri
$2.6M +$73.7K +679 +3%
EH
196
Equitable Holdings
New York
$2.6M +$165K +1,519 +7%
MCM
197
M1 Capital Management
Michigan
$2.6M +$2.6M +23,895 New
TIA
198
Tiemann Investment Advisors
California
$2.57M -$22K -203 -0.8%
SIS
199
Sound Income Strategies
Florida
$2.5M -$577K -5,317 -19%
GJIA
200
Glass Jacobson Investment Advisors
Maryland
$2.49M -$82.1K -756 -3%