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iShares S&P Small-Cap 600 Value ETF

481 hedge funds and large institutions have $2.65B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.35%
New
44
Increased
162
Reduced
190
Closed
113
Calls
$290K
Puts
$2.1M
Net Calls
-$1.81M
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
226
Wealthspire Advisors (New York)
New York
$618K +$618K +12,368 New
IA
227
IFP Advisors
Florida
$616K -$67K -1,304 -10%
BSB
228
Bangor Savings Bank
Maine
$613K
HA
229
HYA Advisors
Missouri
$609K +$189K +3,780 +45%
HSWM
230
Hubbell Strickland Wealth Management
Louisiana
$604K -$1.9K -38 -0.3%
PV
231
Private Vista
Illinois
$601K -$53.8K -1,078 -8%
Prudential Financial
232
Prudential Financial
New Jersey
$595K +$33.5K +670 +6%
WIA
233
World Investment Advisors
California
$585K -$187K -3,740 -24%
CPSAC
234
Chas P. Smith & Associates (CPS)
Florida
$585K -$41.9K -838 -7%
TIA
235
Traphagen Investment Advisors
New Jersey
$567K -$8.12M -162,538 -93%
WCWM
236
Willow Creek Wealth Management
California
$566K -$3.5K -70 -0.6%
PGFC
237
Peapack-Gladstone Financial Corp
New Jersey
$563K +$9.49K +190 +2%
BCA
238
Berman Capital Advisors
Georgia
$560K -$688K -13,772 -55%
MA
239
MCF Advisors
Kentucky
$539K -$2.7K -54 -0.5%
CPSC
240
Carl P. Sherr & Co
Massachusetts
$534K -$18.3K -366 -3%
HCM
241
Hudson Capital Management
New Jersey
$531K -$486K -9,696 -48%
BFPW
242
BOK Financial Private Wealth
Colorado
$528K -$148K -2,968 -22%
VCS
243
Vaughan & Co Securities
New Jersey
$520K
COF
244
Capital One Financial
Virginia
$517K +$517K +10,346 New
WB
245
WesBanco Bank
West Virginia
$513K +$1.4K +28 +0.3%
WQ
246
Wealth Quarterback
New Jersey
$509K +$425K +8,304 +507%
EWA
247
EP Wealth Advisors
California
$508K +$123K +2,470 +32%
IFO
248
Independent Family Office
New York
$504K
LNC
249
Lincoln National Corp
Pennsylvania
$502K +$1.1K +22 +0.2%
EDRIA
250
Edmonds Duncan Registered Investment Advisors
Kansas
$501K -$2.34M -46,838 -82%