IJS icon

iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFO
376
Pathstone Family Office
New Jersey
$99K +$335 +4 +0.3%
SFM
377
Signet Financial Management
New Jersey
$97K +$333 +4 +0.3%
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$95K -$2K -24 -2%
DWM
379
Destination Wealth Management
California
$92K -$7.56K -90 -8%
MMG
380
Monetary Management Group
Missouri
$92K
DSC
381
Duncker Streett & Co
Missouri
$91K
HR
382
Howe & Rusling
New York
$88K +$88K +1,052 New
KF
383
Krilogy Financial
Missouri
$88K +$88K +1,054 New
WEC
384
Winslow Evans & Crocker
Massachusetts
$86K
NWM
385
Northwest Wealth Management
Iowa
$86K
HI
386
Hudock Inc
Pennsylvania
$86K +$86K +1,034 New
LWM
387
Lenox Wealth Management
Ohio
$82K -$3.67K -44 -4%
SWA
388
Sutton Wealth Advisors
Florida
$80.3K
QCG
389
Quadrant Capital Group
Ohio
$78K -$323 -4 -0.4%
BFC
390
Bedel Financial Consulting
Indiana
$77K +$62.2K +790 +420%
TWA
391
TCI Wealth Advisors
Arizona
$76K
CDIA
392
Capital Directions Investment Advisors
Georgia
$72K +$3.51K +42 +5%
OC
393
Oakworth Capital
Alabama
$70K -$1.83K -22 -3%
SMG
394
Spectrum Management Group
Indiana
$70K
BCWM
395
Bartlett & Co Wealth Management
Ohio
$67K
BC
396
Bartlett & Co
Ohio
$67K
TL
397
TrueWealth LLC
Georgia
$67K
CTC
398
Central Trust Company
Missouri
$64K
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$58K -$6.48K -78 -10%
First Manhattan
400
First Manhattan
New York
$58K