iShares S&P Small-Cap 600 VaIJSETF
13F holders, Q1 2025 (March 31)801holders −23
57new positions
71sold out
4famous investors
$97.44avg. 13F price*
At the end of Q1 2025, 801 institutions reported holding iShares S&P Small-Cap 600 Va (IJS) in their 13F filings, down 23 from Q4 2024. 57 opened new positions and 71 sold out. The largest holders were Morgan Stanley ($337.1M), Bank of America Corp. ($314.2M) and FMR LLC ($225.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares S&P Small-Cap 600 Va
- CUSIP
- 464287879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $71.7M |
| Exits | 71 | $45.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,438,397 shares bought and 3,376,921 shares sold, net −938,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 801 holders
| Morgan Stanley | 0.02% | Reduce -2.4% | 3,457,889 | $337.1M |
| Bank of America Corp. | 0.03% | Reduce -8.0% | 3,223,193 | $314.2M |
| FMR LLC | 0.01% | Reduce -11.1% | 2,313,126 | $225.5M |
| Regions Financial Corp. | 1.07% | Reduce -1.8% | 1,472,697 | $143.6M |
| Wells Fargo & Company | 0.03% | Reduce 0.0% | 1,385,023 | $135.0M |
| UBS Group AG | 0.02% | Reduce -7.9% | 1,088,909 | $106.1M |
| Ameriprise Financial Inc. | 0.02% | Add +15.2% | 922,162 | $89.9M |
| Prime Capital Investment Advisors, LLC | 1.01% | Reduce -0.4% | 885,958 | $86.4M |
| LPL Financial LLC | 0.03% | Add +18.3% | 865,117 | $84.3M |
| Modera Wealth Management, LLC | 0.94% | Reduce -5.5% | 710,681 | $69.3M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -7.8% | 687,838 | $67.0M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.9% | 655,937 | $63.9M |
| M&T Bank Corp | 0.23% | Reduce -46.4% | 652,019 | $63.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.6% | 631,786 | $61.6M |
| Royal Bank of Canada | 0.01% | Reduce -5.6% | 459,323 | $44.8M |
| HighTower Advisors, LLC | 0.06% | Add +11.5% | 424,984 | $41.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +690.9% | 422,021 | $41.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.8% | 416,904 | $40.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 408,563 | $39.8M |
| One Capital Management, LLC | 1.28% | Reduce -6.5% | 389,340 | $38.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +8.1% | 377,463 | $36.8M |
| GW Henssler & Associates Ltd. | 1.87% | Add +7.7% | 333,723 | $32.5M |
| Stifel Financial Corp. | 0.03% | Reduce -7.3% | 327,454 | $31.9M |
| Baird Financial Group, Inc. | 0.06% | Reduce -4.6% | 305,464 | $29.8M |
| Exencial Wealth Advisors, LLC | 1.07% | Reduce -1.2% | 295,736 | $28.8M |
| Bank of Montreal | 0.02% | Reduce -13.1% | 290,262 | $28.3M |
| Bailard, Inc. | 0.72% | Reduce -5.9% | 287,942 | $28.1M |
| Palisades Hudson Asset Management, L.P. | 12.46% | Reduce -3.3% | 281,599 | $27.4M |
| Jones Financial Companies LLLP | 0.02% | Add +4.5% | 279,061 | $27.1M |
| Mariner, LLC | 0.04% | Add +10.7% | 245,803 | $24.0M |
| SPC Financial, Inc. | 2.08% | Add +1.2% | 242,961 | $23.7M |
| Rockefeller Capital Management L.P. | 0.05% | Add +33.6% | 217,996 | $21.3M |
| Osaic Holdings, Inc. | 0.05% | Add +6.3% | 216,692 | $21.1M |
| Heartwood Wealth Advisors LLC | 2.38% | Add +1.4% | 214,047 | $20.9M |
| GHP Investment Advisors, Inc. | 0.96% | Reduce -1.6% | 203,918 | $19.9M |
| NorthCoast Asset Management LLC | 0.10% | Reduce -0.0% | 198,584 | $19.4M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -3.0% | 198,544 | $19.4M |
| Cerity Partners LLC | 0.04% | Reduce -4.0% | 194,611 | $19.0M |
| World Investment Advisors | 0.49% | Add +2763.8% | 193,510 | $18.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.1% | 188,181 | $18.3M |
| MAI Capital Management | 0.13% | Reduce -0.4% | 179,349 | $17.5M |
| Cetera Investment Advisers | 0.03% | Add +90.5% | 179,124 | $17.5M |
| Probity Advisors, Inc. | 3.25% | Reduce -0.7% | 173,559 | $16.9M |
| Truist Financial Corp. | 0.03% | Reduce -10.4% | 171,913 | $16.8M |
| Savant Capital, LLC | 0.14% | Reduce -10.6% | 165,779 | $16.2M |
| Creative Planning | 0.01% | Reduce -0.8% | 160,908 | $15.7M |
| Waverly Advisors, LLC | 0.18% | Reduce -3.5% | 154,554 | $15.1M |
| Focus Partners Wealth | 0.04% | Reduce -0.3% | 149,104 | $14.5M |
| Moneta Group Investment Advisors LLC | 0.20% | Add +8.0% | 148,696 | $14.5M |
| Ellis Investment Partners, LLC | 2.99% | Reduce -5.0% | 148,358 | $14.5M |
| Phillips Financial Management, LLC | 0.99% | Reduce -7.3% | 131,502 | $12.8M |
| Keybank National Association | 0.05% | Add +1.3% | 130,568 | $12.7M |
| Michelson Medical Research Foundation, Inc. | 10.60% | New | 129,990 | $12.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -3.1% | 129,205 | $12.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -5.8% | 118,787 | $11.6M |
| Camarda Financial Advisors, LLC | 5.04% | Add +1553.5% | 114,721 | $11.2M |
| Financial Advisors Network, Inc. | 1.84% | Add +3.6% | 113,564 | $11.1M |
| Comerica Bank | 0.05% | Reduce -2.7% | 110,106 | $10.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +20.9% | 109,395 | $10.7M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +11.0% | 104,010 | $10.1M |
| Wealth Architects, LLC | 1.09% | Add +0.3% | 101,113 | $9.9M |
| Cibc World Market Inc. | 0.02% | Reduce -0.4% | 100,097 | $9.8M |
| Ethos Financial Group, LLC | 0.93% | New | 99,088 | $9.7M |
| Avantax Advisory Services, Inc. | 0.06% | Add +4.1% | 97,429 | $9.5M |
| Lansing Street Advisors | 3.15% | Add +3.4% | 96,557 | $9.4M |
| Two Sigma Investments, LP | 0.02% | New | 94,100 | $9.2M |
| Captrust Financial Advisors | 0.02% | Reduce -14.1% | 90,765 | $8.8M |
| RTD Financial Advisors, Inc. | 1.19% | Add +0.7% | 90,584 | $8.8M |
| Bokf, NA | 0.15% | Add +1.6% | 89,412 | $8.7M |
| Asset Management Group, Inc. | 1.60% | Reduce -0.6% | 88,865 | $8.7M |
| Lake Street Private Wealth, LLC | 1.42% | Add +3.3% | 88,622 | $8.6M |
| Lido Advisors, LLC | 0.05% | Reduce -32.1% | 87,848 | $8.6M |
| JFS Wealth Advisors, LLC | 0.56% | Reduce -4.9% | 84,784 | $8.3M |
| Home Federal Bank of Tennessee | 2.42% | Add +4.6% | 84,020 | $8.2M |
| Glenmede Trust Co. NA | 0.04% | Add +0.6% | 83,379 | $8.1M |
| One Day In July LLC | 0.80% | Reduce -2.7% | 82,275 | $8.0M |
| Asset Dedication, LLC | 0.65% | Reduce -5.3% | 81,663 | $8.0M |
| Sterling Financial Planning, Inc. | 2.83% | Reduce -1.1% | 80,080 | $7.8M |
| Pinnacle Financial Partners Inc | 0.16% | Add +5.4% | 79,329 | $7.8M |
| Sax Wealth Advisors, LLC | 0.55% | Reduce -0.8% | 79,045 | $7.7M |
| Ascension Capital Advisors, Inc. | 3.48% | New | 78,215 | $7.6M |
| Evanson Asset Management, LLC | 0.54% | Add +0.1% | 77,927 | $7.6M |
| US Bancorp \de | 0.01% | Reduce -0.8% | 77,363 | $7.5M |
| Councilor Wealth, LLC | 3.74% | Reduce -3.2% | 76,955 | $7.5M |
| Polianta Ltd | 3.52% | Add +13.7% | 74,800 | $7.3M |
| Family Firm, Inc. | 1.59% | Reduce -57.7% | 73,242 | $7.1M |
| Capital Advisors, Ltd. LLC | 0.94% | Reduce -3.5% | 73,160 | $7.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -2.6% | 72,440 | $7.1M |
| Sepio Capital, LP | 0.55% | Add +7.4% | 71,613 | $7.0M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -5.5% | 67,950 | $6.6M |
| Oxler Private Wealth LLC | 2.32% | Reduce -1.4% | 67,658 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -5.7% | 65,290 | $6.4M |
| Ifrah Financial Services, Inc. | 1.82% | Reduce -0.9% | 64,859 | $6.3M |
| Compound Planning, Inc. | 0.29% | Add +6.5% | 64,329 | $6.3M |
| Chicago Partners Investment Group LLC | 0.21% | Reduce -4.7% | 67,754 | $6.3M |
| Fifth Third Bancorp | 0.02% | Reduce -6.0% | 64,094 | $6.2M |
| Cassaday & Co Wealth Management LLC | 0.17% | Add +8.7% | 63,205 | $6.2M |
| NorthCrest Asset Manangement, LLC | 0.18% | Reduce -4.3% | 62,586 | $6.1M |
| AE Wealth Management LLC | 0.05% | Add +2089.8% | 61,797 | $6.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +16.7% | 61,662 | $6.0M |
"% of holder's portfolio" is IJS's weight in each manager's 13F, not the share of iShares S&P Small-Cap 600 Va the manager owns.