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 %
ClearBridge Investments
301
ClearBridge Investments
New York
$114K
JGIA
302
Jackson Grant Investment Advisers
Connecticut
$113K
IIC
303
Integrated Investment Consultants
Michigan
$111K
FIB
304
First Interstate Bank
Montana
$104K
EFSCE
305
Enterprise Financial Services Corp (EFSC)
Missouri
$99K
DSC
306
Duncker Streett & Co
Missouri
$97K
FPS
307
Fieldpoint Private Securities
Connecticut
$91K +$91K +1,312 New
TWA
308
TCI Wealth Advisors
Arizona
$83K
OC
309
Oakworth Capital
Alabama
$79K +$23K +330 +41%
MMG
310
Monetary Management Group
Missouri
$76K
SF
311
Synovus Financial
Georgia
$71K -$14.8K -214 -17%
LWM
312
Lenox Wealth Management
Ohio
$71K
BlackRock
313
BlackRock
New York
$70K -$7.87K -114 -10%
KF
314
Krilogy Financial
Missouri
$70K
LWM
315
LBA Wealth Management
Florida
$70K
CDIA
316
Capital Directions Investment Advisors
Georgia
$68K +$25.7K +372 +61%
QCG
317
Quadrant Capital Group
Ohio
$66K +$276 +4 +0.4%
AC
318
Alexandria Capital
Virginia
$61K
GAM
319
Gemmer Asset Management
California
$61K
IPC
320
Independent Portfolio Consultants
Florida
$59K
PB
321
Pinnacle Bancorp
Nebraska
$59K +$59K +854 New
EWM
322
Evercore Wealth Management
New York
$57K
First Manhattan
323
First Manhattan
New York
$55K
LNB
324
Ledyard National Bank
$54K +$34.5K +494 +176%
RFA
325
Reilly Financial Advisors
California
$51K