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 %
TL
401
TrueWealth LLC
Georgia
$60K -$891 -12 -1%
First Manhattan
402
First Manhattan
New York
$60K
BCI
403
Brinker Capital Investments
Pennsylvania
$57K +$42.4K +568 +290%
PWMG
404
Prestige Wealth Management Group
New Jersey
$56K -$1.49K -20 -3%
CTC
405
Central Trust Company
Missouri
$56K
DWM
406
Destination Wealth Management
California
$52K -$14.7K -198 -22%
FRA
407
Front Row Advisors
California
$52K
APSP
408
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K +$149 +2 +0.3%
MIM
409
Macroview Investment Management
Maryland
$48K +$150 +2 +0.3%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$47K
Bessemer Group
411
Bessemer Group
New Jersey
$46K -$34.7K -466 -43%
HI
412
Hudock Inc
Pennsylvania
$46K
GAM
413
Gemmer Asset Management
California
$45K
SAM
414
Shamrock Asset Management
Texas
$44K
S
415
SignatureFD
Georgia
$43K -$14.8K -200 -26%
RCA
416
Rowland Carmichael Advisors
Arizona
$43K
MG
417
MilWealth Group
Wisconsin
$41.2K
CFA
418
Carroll Financial Associates
North Carolina
$41K -$51.4K -700 -56%
ONST
419
Old North State Trust
North Carolina
$38K
CDIA
420
Capital Directions Investment Advisors
Georgia
$36K
UBS AM
421
UBS AM
Illinois
$35.8K
EWM
422
Executive Wealth Management
Michigan
$35K +$148 +2 +0.4%
GIP
423
Granite Investment Partners
California
$34K +$147 +2 +0.4%
BWP
424
Baldwin Wealth Partners
Massachusetts
$32K
RFA
425
Reilly Financial Advisors
California
$29K -$9.02K -120 -24%