IJS icon

iShares S&P Small-Cap 600 Value ETF
IJS

Overview Fund Activity

481 hedge funds and large institutions have $2.65B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.35%
New
44
Increased
162
Reduced
190
Closed
113
Calls
$290K
Puts
$2.1M
Net Calls
-$1.81M
Net Calls Change
-$1.87M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$847M
2
M&T Bank
M&T Bank
New York
$38.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$102M
4
UCFA
United Capital Financial Advisors
Texas
$63.3M
5
PS
Portfolio Solutions
Michigan
$87.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$82.7M
2
Bank of America
Bank of America
North Carolina
$105M
3
NFG
Noven Financial Group
Colorado
$0
4
AP
Advisors Preferred
Maryland
$0
5
Wells Fargo
Wells Fargo
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
126
Pure Financial Advisors
California
$1.87M -$724K -14,480 -28%
SC
127
Savant Capital
Illinois
$1.85M -$969K -19,398 -34%
CSA
128
Cottage Street Advisors
Massachusetts
$1.85M -$29.7K -600 -2%
IFS
129
Ifrah Financial Services
Arkansas
$1.71M -$1.51M -30,206 -47%
BAM
130
Baldrige Asset Management
Pennsylvania
$1.67M +$580K +11,610 +53%
WP
131
WealthSource Partners
California
$1.66M +$1.66M +33,246 New
FPIS
132
Financial Planning & Information Services
Wisconsin
$1.64M +$22.8K +456 +1%
GIM
133
Goelzer Investment Management
Indiana
$1.64M +$140K +2,800 +9%
SWPG
134
Strategic Wealth Partners Group
Illinois
$1.64M +$216K +4,316 +15%
Citigroup
135
Citigroup
New York
$1.62M -$259K -5,172 -14%
PA
136
Pinnacle Associates
New York
$1.62M -$178K -3,560 -10%
DI
137
Disciplined Investments
Oklahoma
$1.56M -$6.5K -130 -0.4%
SEI Investments
138
SEI Investments
Pennsylvania
$1.52M -$58.7K -1,174 -4%
AWM
139
Avior Wealth Management
Nebraska
$1.51M -$165K -3,304 -10%
MA
140
Mutual Advisors
Nebraska
$1.5M +$59K +1,180 +4%
CAN
141
Cetera Advisor Networks
California
$1.48M -$125K -2,504 -8%
LCM
142
Liberty Capital Management
Michigan
$1.45M -$478K -9,564 -25%
JPMPWA
143
J.P. Morgan Private Wealth Advisors
California
$1.44M -$90.7K -1,816 -6%
TIA
144
Tiemann Investment Advisors
California
$1.44M +$10.7K +214 +0.8%
AAS
145
Avantax Advisory Services
Texas
$1.42M +$140K +2,812 +11%
AF
146
Allworth Financial
California
$1.42M +$1.42M +28,354 New
CA
147
Cetera Advisors
Colorado
$1.41M -$182K -3,646 -11%
PP
148
Palladium Partners
Virginia
$1.38M -$100K -2,006 -7%
BWA
149
Beam Wealth Advisors
Louisiana
$1.37M +$777K +15,554 +131%
AF
150
Advisornet Financial
Minnesota
$1.36M +$11.4K +228 +0.8%
4 5
6
7 8