IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

728 hedge funds and large institutions have $4.1B invested in iShares S&P Small-Cap 600 Value ETF in 2022 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 232 increasing their positions, 249 reducing their positions, and 53 closing their positions.

Holders
728
Holders Change
+34
Holders Change %
+4.9%
% of All Funds
11.75%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.47%
New
105
Increased
232
Reduced
249
Closed
53
Calls
$1.35M
Puts
$192K
Net Calls
+$1.16M
Net Calls Change
-$1.55M

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$26.8M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$27.1M
3
WIA
3
World Investment Advisors
California
$22.1M
4
AAP
4
Arax Advisory Partners
Colorado
$21.6M
5
CT
5
Coastline Trust
Rhode Island
$18.6M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$13.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$371M
3
RVPG
3
Relative Value Partners Group
$5.46M
4
IA
4
IFP Advisors
Florida
$1.27M
5
BTI
5
Blue Trust Inc
Georgia
$200K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$371M 4,068,333 -157,282 -4%
Bank of America
2
Bank of America
North Carolina
$345M 3,775,071 +138,036 +4%
Wells Fargo
3
Wells Fargo
California
$184M 2,010,182 +106,020 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$136M 1,493,105 -51,863 -3%
RFC
5
Regions Financial Corp
Alabama
$127M 1,387,200 +142,142 +11%
UBS Group
6
UBS Group
Switzerland
$119M 1,303,755 +57,019 +5%
M&T Bank
7
M&T Bank
New York
$119M 1,302,704 -35,684 -3%
Ameriprise
8
Ameriprise
Minnesota
$101M 1,105,767 +158,329 +17%
Corient Private Wealth
9
Corient Private Wealth
Florida
$99.5M 1,089,162 +1,089,162 New
LPL Financial
10
LPL Financial
California
$96.4M 1,055,824 +96,036 +10%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$92.5M 1,013,135 -38,809 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$86.5M 946,911 -24,464 -3%
Truist Financial
13
Truist Financial
North Carolina
$78.2M 856,151 +8,482 +1%
UCFA
14
United Capital Financial Advisors
Texas
$68M 744,256 -39,155 -5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$60.7M 664,611 +38,092 +6%
PFM
16
Parsec Financial Management
North Carolina
$55.2M 604,108 +39,719 +7%
Bessemer Group
17
Bessemer Group
New Jersey
$47.3M 518,000 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$45.2M 495,085 -29,420 -6%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$39.5M 432,012 +148,148 +52%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$38.9M 426,330 -39,348 -8%
Mariner
21
Mariner
Kansas
$33.5M 367,226 +44,853 +14%
RJA
22
Raymond James & Associates
Florida
$32.8M 359,442 -57,111 -14%
HighTower Advisors
23
HighTower Advisors
Illinois
$32.2M 352,282 +11,599 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$32M 350,966 -260 -0.1%
EWA
25
Exencial Wealth Advisors
Oklahoma
$29.5M 323,462 -11,756 -4%
1
2 3 4 5