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iShares S&P Small-Cap 600 Value ETF

468 hedge funds and large institutions have $3.24B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 150 increasing their positions, 153 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.44%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
82
Increased
150
Reduced
153
Closed
76
Calls
$2.81M
Puts
$620K
Net Calls
+$2.19M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
226
McKinley Carter Wealth Services
West Virginia
$630K -$13.7K -208 -2%
William Blair & Company
227
William Blair & Company
Illinois
$627K -$90.7K -1,376 -13%
BPA
228
Beacon Pointe Advisors
California
$625K +$625K +9,446 New
WAM
229
Wealthspire Advisors (Maryland)
Maryland
$618K +$37.4K +568 +6%
Barclays
230
Barclays
United Kingdom
$614K -$162K -2,466 -21%
WB
231
WesBanco Bank
West Virginia
$601K +$3.03K +46 +0.5%
CA
232
Claro Advisors
Massachusetts
$590K +$590K +7,072 New
WGCA
233
Wolf Group Capital Advisors
Virginia
$580K -$9.23K -140 -2%
SFG
234
StrategIQ Financial Group
Indiana
$574K +$137K +2,076 +31%
SIAS
235
Shine Investment Advisory Services
Colorado
$569K +$4.75K +72 +0.8%
FWM
236
Frontier Wealth Management
Missouri
$567K +$791 +12 +0.1%
AA
237
Advisory Alpha
Michigan
$564K -$455K -6,090 -45%
NF
238
Nikulski Financial
Iowa
$561K -$13.2K -200 -2%
HA
239
Harborview Advisors
Maine
$560K +$11.7K +178 +2%
CB
240
Commerce Bank
Missouri
$544K -$5.27K -80 -1%
AFC
241
AFT Forsyth & Company
Florida
$533K -$3.3K -50 -0.6%
BWA
242
BlueSky Wealth Advisors
North Carolina
$527K +$106K +1,472 +25%
SI
243
Stephens Inc
Arkansas
$526K -$1.15M -17,488 -69%
CHC
244
City Holding Co
West Virginia
$526K -$2.64K -40 -0.5%
CIR
245
Clear Investment Research
Georgia
$499K +$65.7K +996 +15%
SFS
246
Sowell Financial Services
Arkansas
$492K +$492K +7,460 New
MWM
247
Mission Wealth Management
California
$490K +$27.7K +420 +6%
SF
248
Synovus Financial
Georgia
$487K -$12.7K -190 -3%
CWM
249
Concentric Wealth Management
California
$485K -$3.3K -50 -0.7%
FNBOSM
250
First National Bank of South Miami
Florida
$476K +$476K +6,426 New