IJS icon

iShares S&P Small-Cap 600 Value ETF

266 hedge funds and large institutions have $1.7B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+41
Holders Change %
+18.22%
% of All Funds
7.1%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
58
Increased
78
Reduced
86
Closed
14
Calls
$2.36M
Puts
$1.07M
Net Calls
+$1.29M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
126
Advisory Services Network
Georgia
$667K +$27.7K +492 +4%
Northern Trust
127
Northern Trust
Illinois
$661K -$27.8K -472 -4%
DWM
128
Destination Wealth Management
California
$661K
TSWM
129
Triangle Securities Wealth Management
North Carolina
$646K +$646K +10,954 New
OCM
130
One Capital Management
California
$598K -$12.3K -208 -2%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$596K
BIM
132
Bridges Investment Management
Nebraska
$592K +$10.5K +178 +2%
HNB
133
Huntington National Bank
Ohio
$591K -$460K
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$571K +$92.9K +1,576 +19%
PWLP
135
Prio Wealth Limited Partnership
Massachusetts
$548K +$298K +5,058 +119%
First Trust Advisors
136
First Trust Advisors
Illinois
$532K -$39.7K -672 -7%
FIM
137
Freedom Investment Management
Connecticut
$531K -$58.6K -994 -10%
NL
138
NWAM LLC
Washington
$504K -$57.1K -968 -10%
VIA
139
Vantage Investment Advisors
Pennsylvania
$503K +$78.5K +1,330 +18%
WB
140
WesBanco Bank
West Virginia
$495K -$15K -254 -3%
SSB
141
Sandy Spring Bank
Maryland
$487K
DPI
142
Diversified Portfolios Inc
Michigan
$485K +$485K +8,224 New
SI
143
SII Investments
Wisconsin
$481K -$15.1K -254 -3%
SB
144
Suntrust Banks
Georgia
$476K +$40K +680 +9%
MAA
145
Managed Account Advisors
New Jersey
$476K +$83.1K +1,410 +21%
CBU
146
CIBC Bank USA
Illinois
$464K -$31.3K -530 -6%
SCM
147
Shapiro Capital Management
Georgia
$460K +$460K +7,804 New
CWM
148
Concert Wealth Management
California
$455K +$455K +7,704 New
CHC
149
City Holding Co
West Virginia
$452K -$118 -2 -0%
DADC
150
D.A. Davidson & Co
Montana
$440K -$21.2K -360 -5%