IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

466 hedge funds and large institutions have $4.28B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 136 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+18
Holders Change %
+4.02%
% of All Funds
10.67%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
46
Increased
174
Reduced
136
Closed
26
Calls
$835K
Puts
$1.62M
Net Calls
-$785K
Net Calls Change
+$1.91M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$871M
2
DF
2
Donoghue Forlines
Massachusetts
$79.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$97.3M
4
Ameriprise
4
Ameriprise
Minnesota
$97.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$33.5M

Top Sellers

1
G
1
Gainplan
Michigan
$0
2
PS
2
Portfolio Solutions
Michigan
$118M
3
CA
3
Centerpoint Advisors
Massachusetts
$15.6M
4
PI
4
PineBridge Investments
New York
$14.7M
5
LFAS
5
Level Four Advisory Services
Texas
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
251
Prospera Financial Services
Texas
$519K -$8K -98 -2%
GEA
252
Glen Eagle Advisors
New Jersey
$515K +$41.9K +502 +9%
CCA
253
Clearwater Capital Advisors
Illinois
$514K – – –
MWPCG
254
Measured Wealth Private Client Group
New Hampshire
$507K +$20.9K +250 +4%
TF
255
Tompkins Financial
New York
$493K – – –
ABC
256
Associated Banc-Corp
Wisconsin
$488K -$1.34K -16 -0.3%
BC
257
Barnett & Company
Tennessee
$482K – – –
PWAP
258
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$482K – – –
Brown Advisory
259
Brown Advisory
Maryland
$481K -$14.7K -176 -3%
MBT
260
Montecito Bank & Trust
California
$477K +$50K +600 +12%
BWA
261
BlueSky Wealth Advisors
North Carolina
$475K +$12K +148 +3%
WT
262
Whittier Trust
California
$470K – – –
AWM
263
AE Wealth Management
Kansas
$464K +$464K +5,564 New
FA
264
FDx Advisors
Illinois
$462K – – –
RIA
265
Regal Investment Advisors
Michigan
$457K +$70.1K +840 +18%
CWM
266
Cahaba Wealth Management
Georgia
$455K +$1.97K +24 +0.4%
FNBOO
267
First National Bank of Omaha
Nebraska
$447K – – –
SSB
268
Sandy Spring Bank
Maryland
$444K – – –
DY
269
Dowling & Yahnke
California
$441K +$167 +2 +0%
SAM
270
Shamrock Asset Management
Texas
$438K -$110K -1,314 -20%
PAMG
271
Patton Albertson Miller Group
Tennessee
$438K – – –
PAS
272
Partnervest Advisory Services
California
$438K +$438K +5,246 New
JIC
273
Johnson Investment Counsel
Ohio
$423K – – –
VCM
274
Virtue Capital Management
Tennessee
$413K +$413K +4,944 New
BAAM
275
Baker Avenue Asset Management
California
$412K -$1.17K -14 -0.3%
9 10
11
12 13