IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

314 hedge funds and large institutions have $2.02B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+26
Holders Change %
+9.03%
% of All Funds
8.39%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.59%
New
44
Increased
120
Reduced
93
Closed
15
Calls
$5.44M
Puts
$12.2M
Net Calls
-$6.74M
Net Calls Change
-$4.13M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$20.5M
2
FIG
FundX Investment Group
California
$17.1M
3
AP
Advisors Preferred
Maryland
$9.37M
4
SIA
Spruce Investment Advisors
Connecticut
$9.28M
5
Ameriprise
Ameriprise
Minnesota
$8.19M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$367M
2
PFG
Piershale Financial Group
Illinois
$0
3
LPL Financial
LPL Financial
California
$43.8M
4
Morgan Stanley
Morgan Stanley
New York
$201M
5
TSWM
Triangle Securities Wealth Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
226
Brown Advisory
Maryland
$254K – – –
ATIA
227
American Trust Investment Advisors
New Hampshire
$252K -$3.51K -60 -1%
CIA
228
Capital Investment Advisors
Georgia
$250K -$24.8K -424 -9%
MFT
229
Moisand Fitzgerald Tamayo
Florida
$249K -$42.9K -734 -15%
FCI
230
Financial Counselors Inc
Kansas
$246K -$585 -10 -0.2%
MFW
231
Mosaic Family Wealth
Missouri
$239K -$11.8K -202 -5%
SAM
232
Shamrock Asset Management
Texas
$238K +$104K +1,776 +77%
KSA
233
Ken Stern & Associates
California
$237K – – –
AIA
234
Allegis Investment Advisors
Idaho
$235K +$235K +4,110 New
PAM
235
Peak Asset Management
Colorado
$234K – – –
CCT
236
Country Club Trust
Missouri
$234K +$234K +4,000 New
HFS
237
HL Financial Services
Kentucky
$230K +$7.6K +130 +3%
CCM
238
Coldstream Capital Management
Washington
$215K -$27.6K -472 -11%
BDF
239
Balasa Dinverno & Foltz
$212K +$117 +2 +0.1%
CFA
240
CT Financial Advisors
Pennsylvania
$212K +$935 +16 +0.4%
CB
241
Chemical Bank
Michigan
$209K – – –
ASN
242
Advisory Services Network
Georgia
$208K +$24K +410 +13%
CL
243
Choreo LLC
Illinois
$207K – – –
DCM
244
Donaldson Capital Management
Indiana
$207K +$207K +3,542 New
SFPM
245
Sensible Financial Planning & Management
Massachusetts
$206K -$27.9K -478 -12%
WBG
246
Wharton Business Group
Pennsylvania
$201K +$201K +3,440 New
WT
247
Whittier Trust
California
$188K – – –
NFG
248
Next Financial Group
Texas
$162K +$101K +1,730 +165%
MCM
249
Manchester Capital Management
Vermont
$147K – – –
VNA
250
Valley National Advisers
Pennsylvania
$141K – – –
8 9
10
11 12