IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

332 hedge funds and large institutions have $2.19B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+18
Holders Change %
+5.73%
% of All Funds
8.87%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
34
Increased
125
Reduced
101
Closed
12
Calls
$6.45M
Puts
$21.6M
Net Calls
-$15.1M
Net Calls Change
-$8.39M

Top Buyers

1
NFG
1
Noven Financial Group
Colorado
$32.5M
2
LPL Financial
2
LPL Financial
California
$58.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$129M
4
TSWM
4
Triangle Securities Wealth Management
North Carolina
$7.38M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$138M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$335M
2
PA
2
Probity Advisors
Texas
$19.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$207M
5
CIM
5
Confluence Investment Management
Missouri
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
26
Simply Money Advisors
Ohio
$13.3M -$717K -11,494 -5%
Truist Financial
27
Truist Financial
North Carolina
$13.2M +$160K +2,562 +1%
Mariner
28
Mariner
Kansas
$11.9M +$259K +4,146 +2%
CAN
29
Cetera Advisor Networks
California
$11.7M +$4.06M +65,000 +53%
FAAS
30
First Allied Advisory Services
California
$11.7M +$870K +13,948 +8%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$11.6M +$34.2K +548 +0.3%
FHB
32
First Hawaiian Bank
Hawaii
$11.3M -$2.02M -32,338 -15%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$11.3M +$352K +5,648 +3%
NP
34
NorthRock Partners
Minnesota
$11.1M -$182K -2,924 -2%
PHAM
35
Palisades Hudson Asset Management
Florida
$10.9M +$1.7M +27,270 +18%
BF
36
BOK Financial
Oklahoma
$10.8M +$297K +4,758 +3%
HFBOT
37
Home Federal Bank of Tennessee
Tennessee
$10.6M -$234K -3,748 -2%
Ameriprise
38
Ameriprise
Minnesota
$10.3M +$1.54M +24,622 +18%
SIA
39
Spruce Investment Advisors
Connecticut
$9.72M -$184K -2,954 -2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$9.37M -$2.08M -33,252 -18%
RFC
41
Regions Financial Corp
Alabama
$8.74M +$584K +9,360 +7%
RJA
42
Raymond James & Associates
Florida
$8.38M +$5.22M +83,594 +165%
1IA
43
1834 Investment Advisors
Wisconsin
$8.37M +$197K +3,162 +2%
SFI
44
SPC Financial Inc
Maryland
$8.15M +$46.8K +750 +0.6%
SC
45
Stratford Consulting
Texas
$7.95M -$9.11K -146 -0.1%
SCG
46
Sonata Capital Group
Washington
$7.86M +$53.5K +858 +0.7%
CS
47
Credit Suisse
Switzerland
$7.45M +$3.51M +56,294 +89%
CAL
48
Capital Analysts LLC
Pennsylvania
$7.42M +$589K +9,440 +9%
TSWM
49
Triangle Securities Wealth Management
North Carolina
$7.38M +$7.38M +118,316 New
Jones Financial Companies
50
Jones Financial Companies
Missouri
$7.31M -$749K -12,002 -9%
1
2
3 4 5