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

Top Sellers

1
G
1
Gainplan
Michigan
$0
2
PS
2
Portfolio Solutions
Michigan
$118M
3
CA
3
Centerpoint Advisors
Massachusetts
$15.6M
4
PI
4
PineBridge Investments
New York
$14.7M
5
LFAS
5
Level Four Advisory Services
Texas
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
76
Cedar Hill Associates
Illinois
$6.49M -$334K -4,000 -5%
CFA
77
Cahill Financial Advisors
Minnesota
$6.31M +$102K +1,222 +2%
SCG
78
Sonata Capital Group
Washington
$6.18M -$248K -2,974 -4%
TC
79
Trilogy Capital
California
$5.9M -$34.4K -412 -0.6%
EDRIA
80
Edmonds Duncan Registered Investment Advisors
Kansas
$5.83M +$1.1M +13,166 +23%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$5.78M -$172K -2,056 -3%
MCM
82
MV Capital Management
Maryland
$5.67M -$895K -10,726 -14%
BFM
83
Broadview Financial Management
Wisconsin
$5.65M -$91.3K -1,094 -2%
MA
84
MUFG Americas
New York
$5.59M -$70.1K -840 -1%
SWM
85
Segment Wealth Management
Texas
$5.37M +$145K +1,740 +3%
IFS
86
Ifrah Financial Services
Arkansas
$5.15M -$484K -5,796 -9%
GLA
87
Great Lakes Advisors
Illinois
$4.97M -$7.51K -90 -0.2%
GT
88
Greenleaf Trust
Michigan
$4.78M -$22.4K -268 -0.5%
PSUF
89
People's United Financial
Connecticut
$4.58M +$144K +1,726 +3%
Franklin Resources
90
Franklin Resources
California
$4.42M – – –
Goldman Sachs
91
Goldman Sachs
New York
$4.41M +$174K +2,090 +4%
UWPG
92
Ullmann Wealth Partners Group
Florida
$4.3M -$31.2K -374 -0.7%
MCM
93
MAI Capital Management
Ohio
$4.25M +$421K +5,048 +11%
BP
94
Ballentine Partners
Massachusetts
$4.22M +$455K +5,448 +12%
BFG
95
Barber Financial Group
Kansas
$4.21M +$2.76M +33,118 +191%
CFGS
96
Concourse Financial Group Securities
Alabama
$4.2M +$4.2M +50,140 New
TYCC
97
Texas Yale Capital Corp
Florida
$4.19M – – –
TFF
98
The Family Firm
Maryland
$4.17M -$368K -4,408 -8%
CSA
99
Cottage Street Advisors
Massachusetts
$4.17M +$16.9K +202 +0.4%
LFAS
100
Level Four Advisory Services
Texas
$4.14M -$5.1M -61,150 -55%
2 3
4
5 6