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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

495 hedge funds and large institutions have $4.03B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.64%
New
50
Increased
159
Reduced
167
Closed
32
Calls
$887K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
+$554K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$226M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$965M
3
AG
3
Advisor Group
Arizona
$56M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$38.6M
5
NFG
5
Noven Financial Group
Colorado
$23.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$73.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$46.8M
3
NP
3
NorthRock Partners
Minnesota
$8.17M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.57M
5
IA
5
IFG Advisory
Georgia
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$785K – – –
BFG
227
Barber Financial Group
Kansas
$785K +$61.1K +814 +8%
NA
228
NewEdge Advisors
Louisiana
$762K +$284K +3,788 +60%
MLIC
229
Mandatum Life Insurance Company
Finland
$736K – – –
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$736K +$135K +1,804 +23%
BOS
231
Bingham Osborn & Scarborough
California
$734K +$734K +9,774 New
MSAM
232
Moloney Securities Asset Management
Missouri
$713K -$14.3K -190 -2%
BHWM
233
Bar Harbor Wealth Management
New Hampshire
$706K -$6.01K -80 -0.8%
WB
234
WesBanco Bank
West Virginia
$691K +$2.25K +30 +0.3%
JFA
235
JNBA Financial Advisors
Minnesota
$682K – – –
SIAS
236
Shine Investment Advisory Services
Colorado
$653K – – –
SC
237
Schoolcraft Capital
Colorado
$651K +$8.11K +108 +1%
MBT
238
Montecito Bank & Trust
California
$641K +$212K +2,820 +49%
AFA
239
American Financial Advisors
Georgia
$634K -$57.7K -768 -8%
CB
240
Commerce Bank
Missouri
$631K +$26.7K +356 +4%
BWA
241
BDO Wealth Advisors
Florida
$630K -$14.4K -192 -2%
CHC
242
City Holding Co
West Virginia
$625K – – –
FWM
243
Frontier Wealth Management
Missouri
$617K +$150 +2 +0%
AFC
244
AFT Forsyth & Company
Florida
$614K – – –
HA
245
Harborview Advisors
Maine
$612K -$601 -8 -0.1%
Brown Advisory
246
Brown Advisory
Maryland
$611K +$130K +1,726 +27%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$603K +$498K +6,628 +472%
Calamos Advisors
248
Calamos Advisors
Illinois
$601K +$601K +8,000 New
ABC
249
Associated Banc-Corp
Wisconsin
$600K -$7.5K -100 -1%
VCM
250
Virtue Capital Management
Tennessee
$600K +$600K +7,988 New
8 9
10
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