IJS icon

iShares S&P Small-Cap 600 Value ETF

262 hedge funds and large institutions have $1.89B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-4
Holders Change %
-1.5%
% of All Funds
6.99%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
26
Increased
106
Reduced
78
Closed
27
Calls
$775K
Puts
Net Calls
+$775K
Net Calls Change
-$512K
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
176
Luther King Capital Management (LKCM)
Texas
$327K
PWAP
177
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$324K -$102K -1,718 -24%
PO
178
Private Ocean
California
$313K +$713 +12 +0.2%
DCM
179
Donaldson Capital Management
Indiana
$309K +$83.2K +1,400 +37%
CIA
180
Capital Investment Advisors
Georgia
$305K
VWM
181
Vector Wealth Management
Minnesota
$285K
ABC
182
Associated Banc-Corp
Wisconsin
$284K -$11.9K -200 -4%
ATIA
183
American Trust Investment Advisors
New Hampshire
$274K -$18.9K -318 -6%
PMG
184
ProVise Management Group
Florida
$272K +$48.3K +814 +22%
GIM
185
Goelzer Investment Management
Indiana
$269K +$8.43K +142 +3%
RJT
186
Raymond James Trust
Florida
$264K
QCMC
187
Quantum Capital Management (California)
California
$263K -$4.88K -82 -2%
MGIA
188
Moneta Group Investment Advisors
Missouri
$262K +$13.1K +220 +5%
AWM
189
Avior Wealth Management
Nebraska
$258K -$7.49K -126 -3%
ASN
190
Advisory Services Network
Georgia
$254K -$458K -7,632 -64%
FCI
191
Financial Counselors Inc
Kansas
$254K -$2.98K -50 -1%
SFPM
192
Sensible Financial Planning & Management
Massachusetts
$248K -$78.9K -1,328 -24%
VF
193
Virtu Financial
New York
$246K +$246K +4,130 New
Betterment LLC
194
Betterment LLC
New York
$245K +$171K +2,880 +232%
CB
195
Chemical Bank
Michigan
$239K -$4.75K -80 -2%
PAM
196
Peak Asset Management
Colorado
$238K
V
197
Veritable
Delaware
$234K
ACM
198
Azimuth Capital Management
Michigan
$229K -$39.3K -660 -15%
GC
199
Garde Capital
Washington
$226K -$2.62K -44 -1%
SS
200
Simplicity Solutions
Minnesota
$222K +$222K +3,736 New