IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

227 hedge funds and large institutions have $1.53B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+29
Holders Change %
+14.65%
% of All Funds
6.59%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.55%
New
42
Increased
72
Reduced
75
Closed
9
Calls
$16.8M
Puts
$8.48M
Net Calls
+$8.3M
Net Calls Change
+$9.73M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$370M
2
SMA
2
Simply Money Advisors
Ohio
$27M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$21.4M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$7.07M
5
WT
5
Wilmington Trust
Delaware
$28.6M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$264K
2
PWAG
2
Polaris Wealth Advisory Group
California
$9.49M
3
NPC
3
National Planning Corporation
California
$3.37M
4
TU
4
TDAM USA
Ontario, Canada
$0
5
PS
5
Portfolio Solutions
Michigan
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Cranbrook Wealth Management
Michigan
$2.45M +$2.45M +44,040 New
TIM
77
Tortoise Investment Management
New York
$2.27M +$125K +2,252 +6%
PP
78
Palladium Partners
Virginia
$2.24M -$11.1K -200 -0.5%
MA
79
MCF Advisors
Kentucky
$2.19M +$122K +2,142 +6%
CAM
80
Capstone Asset Management
Texas
$2.17M -$18.9K -340 -0.9%
SC
81
Savant Capital
Illinois
$2.14M -$157K -2,824 -7%
BC
82
Brookfield Corp
Ontario, Canada
$2.13M – – –
CAN
83
Cetera Advisor Networks
California
$2.12M +$319K +5,732 +18%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$2.09M +$151K +2,718 +8%
LFG
85
LifePlan Financial Group
Ohio
$2.02M +$64.4K +1,158 +3%
TT
86
Tower Trust
Indiana
$2M -$24.3K -436 -1%
TH
87
Timber Hill
Connecticut
$1.74M -$165K -2,958 -9%
AI
88
Atria Investments
North Carolina
$1.68M +$456K +8,204 +37%
KPCM
89
Kings Point Capital Management
New York
$1.64M -$179K -3,214 -10%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$1.59M -$3.37M -60,408 -68%
JFA
91
JNBA Financial Advisors
Minnesota
$1.58M +$38.4K +690 +2%
GA
92
GFS Advisors
Texas
$1.46M -$726K -13,058 -33%
HighTower Advisors
93
HighTower Advisors
Illinois
$1.4M +$127K +2,288 +10%
DBIA
94
Dumont & Blake Investment Advisors
New Jersey
$1.36M -$311K -5,590 -19%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$1.35M +$18.6K +334 +1%
OC
96
Oarsman Capital
Wisconsin
$1.32M -$32.3K -580 -2%
STC
97
SEI Trust Company
Pennsylvania
$1.29M +$1.29M +23,200 New
CG
98
Colony Group
Massachusetts
$1.23M +$198K +3,560 +19%
SNT
99
Security National Trust
West Virginia
$1.21M -$1.11K -20 -0.1%
WTIM
100
Wilmington Trust Investment Management
Delaware
$1.2M +$736K +13,334 +157%
2 3
4
5 6