IJS icon

iShares S&P Small-Cap 600 Value ETF

448 hedge funds and large institutions have $3.3B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+11
Holders Change %
+2.52%
% of All Funds
10.27%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
41
Increased
140
Reduced
152
Closed
27
Calls
$359K
Puts
$3.05M
Net Calls
-$2.7M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
151
Savant Capital
Illinois
$1.65M -$40.3K -494 -2%
IA
152
Independence Advisors
Pennsylvania
$1.64M -$206K -2,518 -11%
PWLP
153
Prio Wealth Limited Partnership
Massachusetts
$1.62M +$816 +10 +0.1%
HSA
154
HBK Sorce Advisory
Pennsylvania
$1.59M +$12.9K +158 +0.8%
CAL
155
Capital Analysts LLC
Pennsylvania
$1.57M +$293K +3,584 +23%
HNB
156
Huntington National Bank
Ohio
$1.54M -$1.57M
SWP
157
Stratos Wealth Partners
Ohio
$1.52M -$258K -3,162 -14%
NCM
158
Neumann Capital Management
California
$1.51M -$98K -1,200 -6%
PA
159
Pinnacle Associates
New York
$1.51M -$21.2K -260 -1%
AI
160
Atria Investments
North Carolina
$1.48M +$1.48M +18,168 New
FAIM
161
Financial Advocates Investment Management
Washington
$1.44M +$109K +1,330 +8%
SPIA
162
Steward Partners Investment Advisory
New York
$1.43M +$322K +3,944 +29%
AMCA
163
Arthur M. Cohen & Associates
Illinois
$1.42M +$269K +3,300 +23%
BFG
164
Barber Financial Group
Kansas
$1.42M -$4.24M -51,948 -75%
Betterment LLC
165
Betterment LLC
New York
$1.41M -$147K -1,804 -9%
GA
166
GFS Advisors
Texas
$1.4M +$50.8K +622 +4%
AWM
167
Avior Wealth Management
Nebraska
$1.39M +$50.4K +618 +4%
Lido Advisors
168
Lido Advisors
California
$1.38M +$296K +3,624 +27%
PA
169
Planning Alternatives
Michigan
$1.32M +$1.32M +16,222 New
ZF
170
Zhang Financial
Michigan
$1.31M +$329 +4 +0%
BSW
171
Buckingham Strategic Wealth
Missouri
$1.3M -$18.5K -226 -1%
CPSAC
172
Chas P. Smith & Associates (CPS)
Florida
$1.29M -$110K -1,348 -8%
TNB
173
Thomasville National Bank
Georgia
$1.25M -$4.57K -56 -0.4%
BSB
174
Bangor Savings Bank
Maine
$1.23M -$62.2K -762 -5%
EK
175
Evensky & Katz
Florida
$1.22M -$11.1K -136 -0.9%