IJS icon

iShares S&P Small-Cap 600 Value ETF

369 hedge funds and large institutions have $2.48B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+10
Holders Change %
+2.79%
% of All Funds
9.2%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.72%
New
36
Increased
135
Reduced
114
Closed
24
Calls
$1.72M
Puts
$8.06M
Net Calls
-$6.34M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
276
CT Financial Advisors
Pennsylvania
$245K -$7.49K -108 -3%
MFW
277
Mosaic Family Wealth
Missouri
$241K -$18.6K -268 -7%
ACI
278
Alpha Cubed Investments
California
$239K +$239K +3,448 New
AP
279
Advisor Partners
California
$236K
PAM
280
Peak Asset Management
Colorado
$236K
Cetera Investment Advisers
281
Cetera Investment Advisers
Illinois
$233K +$233K +3,410 New
KSA
282
Ken Stern & Associates
California
$229K -$50.8K -730 -18%
SFWA
283
Summit Financial Wealth Advisors
Louisiana
$227K
EWM
284
Endurance Wealth Management
Rhode Island
$227K +$6.79K +98 +3%
MBT
285
Montecito Bank & Trust
California
$223K
WIC
286
Whitegate Investment Counselors
New Hampshire
$219K +$219K +3,160 New
SBIA
287
Sheaff Brock Investment Advisors
Indiana
$209K
JIC
288
Joel Isaacson & Co
New York
$208K
BMCM
289
Bryn Mawr Capital Management
Pennsylvania
$208K
WT
290
Whittier Trust
California
$206K
SBSB
291
Sullivan, Bruyette, Speros & Blaney
Virginia
$206K +$206K +2,970 New
BAC
292
Boys Arnold & Co
North Carolina
$201K +$201K +2,900 New
MCP
293
Mirador Capital Partners
California
$200K +$200K +2,880 New
CFS
294
Commonwealth Financial Services
West Virginia
$189K -$3.93M -58,562 -95%
NFG
295
Next Financial Group
Texas
$188K -$254K -3,644 -57%
MCM
296
Manchester Capital Management
Vermont
$174K
WEC
297
Winslow Evans & Crocker
Massachusetts
$159K +$159K +2,300 New
Manulife (Manufacturers Life Insurance)
298
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$147K -$5.14K -74 -3%
BTIS
299
BB&T Investment Services
North Carolina
$139K
PMFA
300
Plante Moran Financial Advisors
Michigan
$122K