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iShares S&P Small-Cap 600 Value ETF (IJS) Institutional Ownership

iShares S&P Small-Cap 600 Value ETF logo
$97.19 -2.31 (-2.32%)
Closing price 04:10 PM Eastern
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$97.39 +0.20 (+0.21%)
As of 04:44 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$999.23M
Number of
Institutional Sellers
(last 12 months)
324
Total
Institutional Outflows
(last 12 months)
$510.92M
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IJS Institutional Buying and Selling by Quarter

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iShares S&P Small-Cap 600 Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/21/2025Prostatis Group LLC1,872$203K0.1%N/A0.003%
3/19/2025M1 Capital Management LLC23,895$2.60M1.4%N/A0.036%
3/17/2025 Wealth Enhancement Advisory Services LLC53,358$5.80M0.0%+6.6%0.081%
3/17/2025 NorthCrest Asset Manangement LLC65,366$7.10M0.2%-0.2%0.099%
3/7/2025 Aegis Wealth Management LLC2,925$318K0.2%N/A0.004%
3/6/2025 Copia Wealth Management1,224$133K0.1%N/A0.002%
3/5/2025 Probity Advisors Inc.174,823$18.99M3.7%-13.4%0.253%
3/3/2025 American Investment Services Inc.14,893$1.62M0.3%+22.3%0.022%
3/3/2025 Cim LLC3,234$351K0.0%+10.5%0.005%
2/28/2025 Brooklyn FI LLC16,098$1.82M0.3%N/A0.023%
2/27/2025 Carolinas Wealth Consulting LLC3,132$340K0.1%+7.2%0.005%
2/26/2025 Financial Advisory Corp4,676$508K0.1%N/A0.007%
2/25/2025 Heck Capital Advisors LLC1,441$156K0.0%N/A0.002%
2/25/2025 Garde Capital Inc.1,715$186K0.0%-5.4%0.002%
2/20/2025 Forum Financial Management LP2,155$234K0.0%N/A0.003%
2/20/2025 Castlekeep Investment Advisors LLC26,085$2.83M0.5%N/A0.037%
2/18/2025 Stonebridge Financial Planning Group LLC3,436$373K0.2%+2.8%0.005%
2/18/2025 Inspire Trust Co. N.A.20,000$2.17M0.6%N/A0.029%
2/18/2025 Pinkerton Retirement Specialists LLC5,626$611K0.1%N/A0.008%
2/18/2025 Orion Capital Management LLC804$87K0.0%N/A0.001%
2/18/2025 Novak & Powell Financial Services Inc.8,119$882K0.5%-57.1%0.012%
2/18/2025 Focus Partners Advisor Solutions LLC23,975$2.60M0.0%+2.9%0.034%
2/18/2025 First Heartland Consultants Inc.21,352$2.32M0.2%-37.7%0.031%
2/17/2025 Waverly Advisors LLC160,220$17.40M0.3%-2.6%0.229%
2/17/2025 Vivaldi Capital Management LP1,795$201K0.0%N/A0.003%
2/17/2025 TrinityPoint Wealth LLC79,920$8.68M1.2%+14.7%0.114%
2/17/2025 Strive Asset Management LLC26,876$2.92M2.2%N/A0.038%
2/17/2025 Salus Financial Advisors LLC33,050$3.59M2.8%N/A0.047%
2/17/2025 Silvercrest Asset Management Group LLC4,551$494K0.0%+21.8%0.007%
2/17/2025 Royal Bank of Canada486,652$52.86M0.0%+7.1%0.696%
2/17/2025 Quadcap Wealth Management LLC24,689$2.68M0.4%-2.2%0.035%
2/17/2025 Quantinno Capital Management LP3,680$400K0.0%-25.5%0.005%
2/17/2025 NorthRock Partners LLC5,228$568K0.0%+95.1%0.007%
2/17/2025 Northeast Financial Consultants Inc52,817$5.74M0.2%-1.7%0.076%
2/17/2025 Millennium Management LLC3,060$332K0.0%N/A0.004%
2/17/2025 Focus Partners Wealth148,412$16.25M0.0%+44.9%0.212%
2/17/2025 Evensky & Katz LLC43,782$4.76M0.3%-2.9%0.063%
2/17/2025 EP Wealth Advisors LLC45,948$4.99M0.0%+25.3%0.066%
2/17/2025 CoreCap Advisors LLC9,954$1.08M0.0%+53.2%0.014%
2/17/2025 Covenant Partners LLC98,842$10.74M3.3%-5.0%0.141%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/17/2025 Cresset Asset Management LLC49,621$5.39M0.0%-14.2%0.071%
2/17/2025 Cetera Investment Advisers94,029$10.21M0.0%+3.3%0.134%
2/17/2025 BOKF NA88,013$9.31M0.2%+0.6%0.126%
2/17/2025 Cahill Financial Advisors Inc.7,709$837K0.1%-5.5%0.011%
2/17/2025 Captrust Financial Advisors105,707$11.48M0.0%+9.5%0.151%
2/17/2025 Cardiff Park Advisors LLC27,437$2.98M0.3%-1.5%0.039%
2/17/2025 Cary Street Partners Financial LLC8,346$906K0.0%N/A0.012%
2/17/2025 Castlekeep Investment Advisors LLC2,854,162$309.99M2.0%N/A4.080%
2/17/2025 Baird Financial Group Inc.320,061$34.76M0.1%-0.7%0.458%
2/17/2025 Bank of America Corp DE3,501,418$380.29M0.0%+4.1%5.006%
2/17/2025 BNP Paribas Financial Markets2,391$260K0.0%+87.2%0.003%
2/17/2025 Ameriprise Financial Inc.800,828$86.98M0.0%-0.2%1.145%
2/17/2025 Asset Management Group Inc.89,377$9.71M1.7%-0.7%0.128%
2/14/2025 Mercer Global Advisors Inc. ADV126,145$13.70M0.0%-0.5%0.180%
2/14/2025 Keel Point LLC2,066$224K0.0%N/A0.003%
2/14/2025 FAS Wealth Partners Inc.12,069$1.31M0.1%-6.1%0.017%
2/14/2025 Rehmann Capital Advisory Group4,016$436K0.0%+11.3%0.006%
2/14/2025 Comerica Bank113,179$12.29M0.0%-0.5%0.162%
2/14/2025 Lido Advisors LLC129,357$14.05M0.1%-26.7%0.185%
2/14/2025 Northern Trust Corp29,416$3.20M0.0%+3.5%0.042%
2/14/2025 Bellwether Advisors LLC615$67K0.0%N/A0.001%
2/14/2025 Beacon Pointe Advisors LLC6,138$667K0.0%+8.0%0.009%
2/14/2025 Betterment LLC4,926$535K0.0%+5.5%0.007%
2/14/2025 Johnson Financial Group Inc.618$68K0.0%-53.1%0.001%
2/14/2025 Capital Analysts LLC11,199$1.22M0.0%-1.6%0.016%
2/14/2025 Kovitz Investment Group Partners LLC195,866$21.27M0.1%-0.5%0.280%
2/14/2025 Topsail Wealth Management LLC532$58K0.0%N/A0.001%
2/14/2025 Hancock Whitney Corp3,826$416K0.0%N/A0.005%
2/14/2025 Integrated Wealth Concepts LLC52,823$5.74M0.1%+3.8%0.076%
2/14/2025 Coppell Advisory Solutions LLC932$101K0.0%-9.6%0.001%
2/14/2025 IHT Wealth Management LLC13,828$1.50M0.0%-56.1%0.020%
2/14/2025 OneDigital Investment Advisors LLC6,217$675K0.0%-5.3%0.009%
2/14/2025 Stifel Financial Corp353,427$38.39M0.0%-1.9%0.505%
2/14/2025 Wealth Dimensions Group Ltd.3,301$358K0.1%-6.1%0.005%
2/14/2025 Tower Research Capital LLC TRC 1,675$182K0.0%+7,876.2%0.002%
2/14/2025 MML Investors Services LLC49,769$5.41M0.0%+1.7%0.071%
2/14/2025 Forum Financial Management LP2,155$234K0.0%N/A0.003%
2/13/2025 Tobias Financial Advisors Inc.14,015$1.52M0.3%+5.6%0.020%
2/13/2025 MSH Capital Advisors LLC24,746$2.69M0.8%N/A0.035%
2/13/2025 NewEdge Advisors LLC15,424$1.68M0.0%+12.6%0.022%
2/13/2025 Everest Management Corp.10,283$1.12M1.0%N/A0.015%
2/13/2025 Main Street Financial Solutions LLC8,003$869K0.1%-1.1%0.011%
2/13/2025 Operose Advisors LLC12,795$1.39M0.5%-8.7%0.018%
2/13/2025 Regal Investment Advisors LLC8,796$955K0.1%+8.6%0.013%
2/13/2025 United Capital Financial Advisors LLC204,630$22.23M0.2%-2.1%0.293%
2/13/2025 Campion Asset Management10,809$1.17M0.9%+1.1%0.015%
2/13/2025 Mariner LLC221,981$24.11M0.0%-5.5%0.317%
2/13/2025 SageView Advisory Group LLC8,044$874K0.0%+48.0%0.011%
2/13/2025 Fiducient Advisors LLC3,055$332K0.0%-27.2%0.004%
2/13/2025 Savvy Advisors Inc.3,639$395K0.0%-15.9%0.005%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/13/2025 Bragg Financial Advisors Inc11,350$1.23M0.0%-4.3%0.016%
2/13/2025 Advisors Capital Management LLC2,072$225K0.0%-17.0%0.003%
2/13/2025 Sagespring Wealth Partners LLC3,662$398K0.0%N/A0.005%
2/13/2025 Townsquare Capital LLC2,404$261K0.0%+21.1%0.003%
2/13/2025 Rockefeller Capital Management L.P.163,127$17.72M0.0%+2.2%0.233%
2/13/2025 Inlight Wealth Management LLC3,528$383K0.1%N/A0.005%
2/13/2025 Glass Jacobson Investment Advisors llc22,970$2.50M0.8%-3.2%0.033%
2/13/2025 Blue Edge Capital LLC59,481$6.46M1.0%+20.0%0.085%
2/13/2025 Bessemer Group Inc.2,916$316K0.0%-18.8%0.004%
2/13/2025 Kraft Davis & Associates LLC29,150$3.14M0.9%+6.7%0.042%
(Data available from 1/1/2016 forward)

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IJS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IJS shares?

During the previous two years, 820 institutional investors and hedge funds held shares of iShares S&P Small-Cap 600 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($380.29M), Morgan Stanley ($330.75M), FMR LLC ($282.53M), Wells Fargo & Company MN ($150.43M), M&T Bank Corp ($132.09M), UBS Group AG ($113.49M), and Prime Capital Investment Advisors LLC ($96.59M).Learn more on IJS's institutional investors.

Which institutional investors have been buying iShares S&P Small-Cap 600 Value ETF stock?

Of the 647 institutional investors that purchased iShares S&P Small-Cap 600 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.70M), Castlekeep Investment Advisors LLC ($2.88M), Raymond James Financial Inc. ($904.77K), Modera Wealth Management LLC ($740.44K), World Investment Advisors LLC ($715.92K), Modern Wealth Management LLC ($628.38K), and Orion Portfolio Solutions LLC ($583.81K).

How much institutional buying is happening at iShares S&P Small-Cap 600 Value ETF?

Institutional investors have bought a total of 20,664,426 shares in the last 24 months. This purchase volume represents approximately $2.13B in transactions.

Which iShares S&P Small-Cap 600 Value ETF major shareholders have been selling company stock?

Of the 495 institutional investors that sold iShares S&P Small-Cap 600 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($1.20M), Truist Financial Corp ($595.44K), M&T Bank Corp ($582.34K), PNC Financial Services Group Inc. ($562.71K), LPL Financial LLC ($468.10K), Envestnet Asset Management Inc. ($422.11K), and Morgan Stanley ($375.68K).

How much institutional selling is happening at iShares S&P Small-Cap 600 Value ETF?

Institutional investors have sold a total of 10,550,191 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.



This page (NYSEARCA:IJS) was last updated on 3/28/2025 by MarketBeat.com Staff
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