IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

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

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$871M
2
DF
Donoghue Forlines
Massachusetts
$79.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$97.3M
4
Ameriprise
Ameriprise
Minnesota
$97.3M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$33.5M

Top Sellers

1
G
Gainplan
Michigan
$0
2
PS
Portfolio Solutions
Michigan
$118M
3
CA
Centerpoint Advisors
Massachusetts
$15.6M
4
PI
PineBridge Investments
New York
$14.7M
5
LFAS
Level Four Advisory Services
Texas
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
451
Legacy Financial Advisors
Kentucky
$8K – – –
CB
452
CNB Bank
Pennsylvania
$8K – – –
MRCM
453
M&R Capital Management
New Jersey
$8K – – –
LA
454
Legacy Advisors
Pennsylvania
$6K – – –
TVWM
455
Tower View Wealth Management
Wisconsin
$6K +$6K +68 New
BAM
456
Barrett Asset Management
New York
$5K – – –
BA
457
Ballew Advisors
Mississippi
$5K +$5K +74 New
RIA
458
RPG Investment Advisory
California
$4K – – –
PA
459
Parallel Advisors
California
$3K – – –
PCA
460
Peddock Capital Advisors
Massachusetts
$3K – – –
SBL
461
Sargent Bickham Lagudis
Colorado
$3K – – –
AMCA
462
Arthur M. Cohen & Associates
Illinois
$2.56K +$1.1K +13,228 +76%
BWM
463
BerganKDV Wealth Management
Minnesota
$2K – – –
QAM
464
QCI Asset Management
New York
$1K – – –
AF
465
Allworth Financial
California
$1K +$1K +14 New
CF
466
Centaurus Financial
California
$965 -$59.7K -742 -98%
SWPG
467
Strategic Wealth Partners Group
Illinois
$248 +$248 +2,976 New
FRA
468
Front Row Advisors
California
$51 – – –
G
469
Gainplan
Michigan
– -$12.4M -151,600 Closed
Citadel Advisors
470
Citadel Advisors
Florida
– -$2.46M -30,092 Closed
JFA
471
JNBA Financial Advisors
Minnesota
– -$1.07M -13,102 Closed
SFS
472
Sowell Financial Services
Arkansas
– -$833K -9,938 Closed
TCM
473
Traynor Capital Management
Pennsylvania
– -$354K -4,310 Closed
BIA
474
BHK Investment Advisors
Alabama
– -$344K -4,214 Closed
Millennium Management
475
Millennium Management
New York
– -$273K -3,350 Closed
16 17 18
19
20