IJS icon

iShares S&P Small-Cap 600 Value ETF

433 hedge funds and large institutions have $2.76B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+67
Holders Change %
+18.31%
% of All Funds
9.83%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
92
Increased
141
Reduced
126
Closed
23
Calls
$2.32M
Puts
$2.01M
Net Calls
+$307K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
First Manhattan
376
First Manhattan
New York
$53K -$909 -12 -2%
APSP
377
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K +$153 +2 +0.3%
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$49K
MCM
379
Mainstay Capital Management
Michigan
$48K +$48K +628 New
PFGIA
380
Patriot Financial Group Insurance Agency
Massachusetts
$46K +$46K +600 New
STA
381
Summit Trail Advisors
New York
$45K +$45K +592 New
RCA
382
Rowland Carmichael Advisors
Arizona
$44K
VFA
383
Valeo Financial Advisors
Indiana
$42K +$3.85K +50 +10%
CFA
384
Carroll Financial Associates
North Carolina
$42K +$42K +558 New
RFA
385
Reilly Financial Advisors
California
$39K -$12.5K -162 -24%
AWA
386
Acorn Wealth Advisors
Michigan
$34K +$34K +432 New
SIAP
387
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$31K
MOS
388
MGO One Seven
Ohio
$31K +$31K +400 New
PWM
389
Paulson Wealth Management
Illinois
$31K +$31K +406 New
CG
390
Cutler Group
California
$30K +$15K +200 +100%
ECM
391
Exchange Capital Management
Michigan
$28K
UBS AM
392
UBS AM
Illinois
$25.5K +$25.5K +332 New
WAP
393
Wealthcare Advisory Partners
Pennsylvania
$25K +$9.26K +120 +59%
WA
394
Waverly Advisors
Alabama
$24K +$24K +310 New
JWA
395
JFS Wealth Advisors
Pennsylvania
$22K
CFN
396
Cordasco Financial Network
Florida
$22K
SFSIG
397
San Francisco Sentry Investment Group
California
$20K +$20K +260 New
AWM
398
AllSquare Wealth Management
New York
$18K
PS
399
Portfolio Strategies
New York
$17K +$17K +224 New
WAM
400
Watermark Asset Management
California
$16K