IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

476 hedge funds and large institutions have $2.9B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 35 closing their positions.

Holders
476
Holders Change
+5
Holders Change %
+1.06%
% of All Funds
9.63%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
46
Increased
145
Reduced
191
Closed
35
Calls
$992K
Puts
$587K
Net Calls
+$405K
Net Calls Change
+$1.48M

Top Buyers

1
RWA
1
RGT Wealth Advisors
Texas
$51.4M
2
M&T Bank
2
M&T Bank
New York
$67.5M
3
Bank of America
3
Bank of America
North Carolina
$145M
4
Stifel Financial
4
Stifel Financial
Missouri
$50.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$204M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$68.7M
2
Wells Fargo
2
Wells Fargo
California
$98M
3
CPO
3
Cerity Partners OCIO
New York
$4.8M
4
EH
4
Equitable Holdings
New York
$1.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$875M 7,317,097 -52,471 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$204M 1,667,827 +49,317 +3%
Bank of America
3
Bank of America
North Carolina
$145M 1,181,026 +106,849 +10%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$128M 1,048,510 +883 +0.1%
Wells Fargo
5
Wells Fargo
California
$98M 800,693 -112,128 -12%
PS
6
Portfolio Solutions
Michigan
$93.7M 765,343 -22,948 -3%
UCFA
7
United Capital Financial Advisors
Texas
$81.2M 663,026 -596 -0.1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$68.7M 561,112 -246,019 -30%
M&T Bank
9
M&T Bank
New York
$67.5M 551,746 +237,675 +76%
UBS Group
10
UBS Group
Switzerland
$51.8M 423,328 -60,704 -13%
RWA
11
RGT Wealth Advisors
Texas
$51.4M 420,083 +420,083 New
Stifel Financial
12
Stifel Financial
Missouri
$50.6M 412,985 +53,626 +15%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$30.2M 247,067 -10,335 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$28.9M 236,446 -22,910 -9%
LPL Financial
15
LPL Financial
California
$26.4M 216,042 -5,987 -3%
Ameriprise
16
Ameriprise
Minnesota
$26.3M 215,479 -54,189 -20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25.1M 205,223 -62,608 -23%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$23.8M 195,213 +7,852 +4%
Truist Financial
19
Truist Financial
North Carolina
$21.8M 177,997 -29,476 -14%
EWA
20
Exencial Wealth Advisors
Oklahoma
$20.7M 169,435 +1,650 +1%
B
21
Bailard
California
$20M 162,969 -5,856 -3%
SFI
22
SPC Financial Inc
Maryland
$17.4M 142,440 +2,250 +2%
PA
23
Probity Advisors
Texas
$17.1M 139,769 +5,329 +4%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$17M 138,712 -2,465 -2%
PSUF
25
People's United Financial
Connecticut
$16.8M 137,346 -3,413 -2%
1
2 3 4 5