IJS icon

iShares S&P Small-Cap 600 Value ETF

482 hedge funds and large institutions have $3.7B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-15
Holders Change %
-3.02%
% of All Funds
10.49%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
30
Increased
185
Reduced
155
Closed
38
Calls
$1.14M
Puts
$2.72M
Net Calls
-$1.58M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
FPS
376
Fieldpoint Private Securities
Connecticut
$126K +$28.9K +390 +30%
PFO
377
Pathstone Family Office
New Jersey
$119K +$298 +4 +0.3%
JPLA
378
Joseph P. Lucia & Associates
New York
$114K -$18.3M -246,112 -99%
CBT
379
Capital Bank & Trust
California
$112K
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$104K +$77.6K +1,048 +294%
AIM
381
Advantage Investment Management
Iowa
$103K -$2.81K -38 -3%
Deutsche Bank
382
Deutsche Bank
Germany
$101K +$89K +1,216 +741%
SSW
383
Smith Shellnut Wilson
Mississippi
$91K +$1.19K +16 +1%
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$83K +$149 +2 +0.2%
RWG
385
Regal Wealth Group
California
$83K +$299 +4 +0.4%
MMG
386
Monetary Management Group
Missouri
$82K
DSC
387
Duncker Streett & Co
Missouri
$81K
FHA
388
Flagship Harbor Advisors
Massachusetts
$78K -$20.1K -272 -20%
BFC
389
Bedel Financial Consulting
Indiana
$78K +$7.55K +102 +11%
BlackRock
390
BlackRock
New York
$72K -$149 -2 -0.2%
SWA
391
Sutton Wealth Advisors
Florida
$71.5K
QCG
392
Quadrant Capital Group
Ohio
$69K
FPFS
393
First Personal Financial Services
North Carolina
$69K
TWA
394
TCI Wealth Advisors
Arizona
$68K
PB
395
Pinnacle Bancorp
Nebraska
$67K
OC
396
Oakworth Capital
Alabama
$66K +$14.3K +194 +28%
WEC
397
Winslow Evans & Crocker
Massachusetts
$64K -$23.2K -312 -27%
SMG
398
Spectrum Management Group
Indiana
$63K
DWM
399
Doyle Wealth Management
Florida
$63K +$63K +852 New
PFBT
400
Parkside Financial Bank & Trust
Missouri
$61K