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 %
EWM
251
Endurance Wealth Management
Rhode Island
$129K – – –
BlackRock
252
BlackRock
New York
$114K +$56.6K +968 +99%
LWM
253
Lenox Wealth Management
Ohio
$107K -$4.08K -70 -4%
KA
254
Klingman & Associates
New York
$106K +$4.19K +72 +4%
SCM
255
Southport Capital Management
Tennessee
$105K +$105K +1,802 New
WP
256
WealthPLAN Partners
Nebraska
$100K +$100K +5,666 New
JGIA
257
Jackson Grant Investment Advisers
Connecticut
$95K +$703 +12 +0.7%
SF
258
Synovus Financial
Georgia
$88K +$88K +1,500 New
FIB
259
First Interstate Bank
Montana
$87K – – –
CG
260
Cutler Group
California
$84K +$84K +1,448 New
EFSCE
261
Enterprise Financial Services Corp (EFSC)
Missouri
$83K +$3.03K +52 +4%
DSC
262
Duncker Streett & Co
Missouri
$82K – – –
MWP
263
MYCIO Wealth Partners
Pennsylvania
$78K +$234 +4 +0.3%
IIC
264
Integrated Investment Consultants
Michigan
$70K -$3.97K -68 -5%
TWA
265
TCI Wealth Advisors
Arizona
$70K – – –
KF
266
Krilogy Financial
Missouri
$65K +$3.87K +66 +6%
MMG
267
Monetary Management Group
Missouri
$64K – – –
GAM
268
Gemmer Asset Management
California
$52K -$18.4K -312 -26%
First Manhattan
269
First Manhattan
New York
$52K +$52K +892 New
AC
270
Alexandria Capital
Virginia
$51K -$1.16K -20 -2%
IPC
271
Independent Portfolio Consultants
Florida
$50K – – –
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$50K – – –
EWM
273
Evercore Wealth Management
New York
$48K – – –
Manulife (Manufacturers Life Insurance)
274
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48K +$11.5K +198 +32%
LWM
275
LBA Wealth Management
Florida
$47K -$11.7K -200 -20%
9 10
11
12 13