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

556 hedge funds and large institutions have $4.24B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 181 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+61
Holders Change %
+12.32%
% of All Funds
10.98%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.69%
New
94
Increased
175
Reduced
181
Closed
28
Calls
$710K
Puts
$643K
Net Calls
+$67K
Net Calls Change
+$1.09M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.09B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$189M
3
AP
3
Advisors Preferred
Maryland
$25.5M
4
PL
4
Polianta Ltd
Jersey
$12.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$292M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$120M
2
M&T Bank
2
M&T Bank
New York
$0
3
AG
3
Advisor Group
Arizona
$9.34M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.08M
5
Stifel Financial
5
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
226
Patriot Investment Management Group
Tennessee
$1.12M +$161 +2 +0%
SWP
227
Stratos Wealth Partners
Ohio
$1.11M +$113K +1,410 +11%
SWM
228
Southern Wealth Management
Texas
$1.09M +$1.09M +13,596 New
BFPW
229
BOK Financial Private Wealth
Colorado
$1.09M +$1.09M +13,538 New
VDFA
230
Vickerman & Driscoll Financial Advisors
Washington
$1.07M -$30.7K -382 -3%
PRWA
231
Platte River Wealth Advisors
Colorado
$1.07M +$1.07M +14,132 New
IA
232
IFP Advisors
Florida
$1.06M +$141K +1,776 +15%
PV
233
Private Vista
Illinois
$1.06M – – –
EWA
234
Exencial Wealth Advisors
Oklahoma
$1.05M +$47.8K +594 +5%
CPSAC
235
Chas P. Smith & Associates (CPS)
Florida
$1.01M -$19.1K -238 -2%
BFEC
236
Benjamin F. Edwards & Company
Missouri
$1M -$11.3M -140,314 -92%
PA
237
Planning Alternatives
Michigan
$1M -$13.2K -164 -1%
AIS
238
American Investment Services
Massachusetts
$994K -$32K -398 -3%
BSB
239
Bangor Savings Bank
Maine
$986K -$102K -1,264 -9%
CC
240
Courier Capital
New York
$980K – – –
HSWM
241
Hubbell Strickland Wealth Management
Louisiana
$975K +$1.29K +16 +0.1%
PFO
242
Pathstone Family Office
New Jersey
$972K +$4.83K +6 +0.5%
BWA
243
Beam Wealth Advisors
Louisiana
$953K +$953K +11,848 New
William Blair & Company
244
William Blair & Company
Illinois
$928K -$41.2K -512 -4%
WCWM
245
Willow Creek Wealth Management
California
$916K +$3.86K +48 +0.4%
Prudential Financial
246
Prudential Financial
New Jersey
$903K +$45.3K +564 +5%
LWA
247
LWS Wealth Advisors
New Jersey
$899K +$899K +11,182 New
GVAG
248
Great Valley Advisor Group
Delaware
$894K -$23.3K -290 -3%
PGFC
249
Peapack-Gladstone Financial Corp
New Jersey
$891K -$14.3K -178 -2%
CPSC
250
Carl P. Sherr & Co
Massachusetts
$888K +$888K +11,048 New
8 9
10
11 12