IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

495 hedge funds and large institutions have $4.03B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.64%
New
50
Increased
159
Reduced
167
Closed
32
Calls
$887K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
+$554K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$226M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$965M
3
AG
3
Advisor Group
Arizona
$56M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$38.6M
5
NFG
5
Noven Financial Group
Colorado
$23.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$73.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$46.8M
3
NP
3
NorthRock Partners
Minnesota
$8.17M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.57M
5
IA
5
IFG Advisory
Georgia
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
51
Evanson Asset Management
California
$8.5M – – –
OWA
52
One Wealth Advisors
California
$8.47M +$288K +3,838 +4%
CA
53
Centerpoint Advisors
Massachusetts
$8.41M +$281K +3,740 +3%
KeyBank National Association
54
KeyBank National Association
Ohio
$8.26M -$415K -5,524 -5%
NP
55
NorthRock Partners
Minnesota
$8.17M -$8.37M -111,400 -51%
AMG
56
Asset Management Group
Connecticut
$8.05M -$45.2K -602 -0.6%
BF
57
BOK Financial
Oklahoma
$7.63M -$880K -11,724 -10%
SC
58
Stratford Consulting
Texas
$7.57M +$1.2K +16 +0%
CAL
59
Capital Advisors Ltd
Ohio
$6.99M +$53.5K +682 +0.8%
CA
60
Cetera Advisors
Colorado
$6.78M +$20.3K +270 +0.3%
US Bancorp
61
US Bancorp
Minnesota
$6.76M +$424K +5,650 +7%
LFG
62
LifePlan Financial Group
Ohio
$6.63M +$118K +1,566 +2%
PFP
63
Pinnacle Financial Partners
Tennessee
$6.55M -$831K -11,060 -11%
SPC
64
Sigma Planning Corp
Michigan
$6.5M +$112K +1,490 +2%
Franklin Resources
65
Franklin Resources
California
$6.45M -$4.34M -57,762 -40%
CIM
66
Confluence Investment Management
Missouri
$6.4M -$3.73M -49,668 -37%
CCMG
67
Clark Capital Management Group
Pennsylvania
$6.11M +$6.11M +81,362 New
SCG
68
Sonata Capital Group
Washington
$5.95M -$292K -3,886 -5%
FHB
69
First Hawaiian Bank
Hawaii
$5.83M -$333K -4,430 -5%
FMC
70
First Merchants Corp
Indiana
$5.72M -$54.8K -730 -0.9%
MFM
71
Mirsky Financial Management
New York
$5.47M +$133K +1,776 +2%
MML Investors Services
72
MML Investors Services
Massachusetts
$5.4M -$3.01M -40,026 -36%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$5.34M +$195K +2,590 +4%
BFM
74
Broadview Financial Management
Wisconsin
$5.32M +$5.56K +74 +0.1%
Comerica Bank
75
Comerica Bank
Texas
$5.27M -$287K -3,762 -5%
1 2
3
4 5