IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

556 hedge funds and large institutions have $4.24B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 181 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+61
Holders Change %
+12.32%
% of All Funds
10.98%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.69%
New
94
Increased
175
Reduced
181
Closed
28
Calls
$710K
Puts
$643K
Net Calls
+$67K
Net Calls Change
+$1.09M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.09B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$189M
3
AP
3
Advisors Preferred
Maryland
$25.5M
4
PL
4
Polianta Ltd
Jersey
$12.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$292M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$120M
2
M&T Bank
2
M&T Bank
New York
$0
3
AG
3
Advisor Group
Arizona
$9.34M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.08M
5
Stifel Financial
5
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
376
LCNB Corp
Ohio
$316K +$24.1K +300 +8%
DWA
377
Dougherty Wealth Advisers
Minnesota
$308K – – –
OIA
378
OneDigital Investment Advisors
Kansas
$306K +$48.5K +604 +19%
BC
379
Barnett & Company
Tennessee
$303K – – –
AB
380
Atlas Brown
Kentucky
$298K -$9.8K -122 -3%
SC
381
SouthState Corp
Florida
$297K +$36.2K +450 +14%
Verition Fund Management
382
Verition Fund Management
Connecticut
$296K +$296K +3,682 New
DAS
383
Dynamic Advisor Solutions
Arizona
$294K -$25.5K -318 -8%
AIA
384
Arcadia Investment Advisors
Idaho
$291K -$6.27K -78 -2%
CCM
385
Coldstream Capital Management
Washington
$287K – – –
MFW
386
Mosaic Family Wealth
Missouri
$286K -$3.54K -44 -1%
AW
387
Avion Wealth
Texas
$285K +$10.6K +132 +4%
KOMWMG
388
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$283K +$283K +3,522 New
RWP
389
RWA Wealth Partners
Massachusetts
$278K – – –
KCM
390
Kendall Capital Management
Maryland
$277K +$965 +12 +0.3%
PSF
391
Pacific Sun Financial
California
$275K -$1.29K -16 -0.5%
First Trust Advisors
392
First Trust Advisors
Illinois
$275K +$10.1K +126 +4%
PAM
393
Peak Asset Management
Colorado
$273K – – –
AP
394
Advisor Partners
California
$272K – – –
SWM
395
SeaCrest Wealth Management
New York
$269K +$1.29K +16 +0.5%
S
396
SimplyRich
California
$267K -$1.12K -14 -0.4%
VFA
397
Voya Financial Advisors
Connecticut
$264K -$1.1M -13,720 -81%
WIC
398
Whitegate Investment Counselors
New Hampshire
$264K – – –
APW
399
Aurora Private Wealth
New Jersey
$264K +$264K +3,284 New
ACM
400
Azimuth Capital Management
Michigan
$263K -$8.04K -100 -3%
14 15
16
17 18