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iShares S&P Small-Cap 600 Value ETF

471 hedge funds and large institutions have $2.84B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 204 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
9.68%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.31%
New
47
Increased
139
Reduced
204
Closed
53
Calls
$361K
Puts
$1.43M
Net Calls
-$1.07M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Shares
Change %
OC
226
Oppenheimer & Co
New York
$641K -$2.39M -39,826 -79%
PWLP
227
Prio Wealth Limited Partnership
Massachusetts
$628K -$193K -3,200 -23%
VCS
228
Vaughan & Co Securities
New Jersey
$626K
MA
229
MCF Advisors
Kentucky
$625K -$23.8K -396 -4%
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K +$615K +10,226 New
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$615K +$615K +10,222 New
TC
232
TAP Consulting
Missouri
$611K +$59.4K +988 +11%
IFO
233
Independent Family Office
New York
$607K
EDRIA
234
Edmonds Duncan Registered Investment Advisors
Kansas
$595K -$8.54K -142 -1%
RVPG
235
Relative Value Partners Group
$593K +$80.1K +1,332 +16%
MLIC
236
Mandatum Life Insurance Company
Finland
$590K
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$577K -$167K -2,778 -22%
PV
238
Private Vista
Illinois
$577K -$146K -2,434 -20%
CPSAC
239
Chas P. Smith & Associates (CPS)
Florida
$570K -$134K -2,230 -19%
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$568K -$110K -1,828 -16%
LNC
241
Lincoln National Corp
Pennsylvania
$565K -$40.2K -668 -7%
AA
242
Advisory Alpha
Michigan
$561K -$66.7K -994 -11%
CA
243
Claro Advisors
Massachusetts
$547K +$73.7K +1,226 +16%
HA
244
Harborview Advisors
Maine
$546K +$35.4K +588 +7%
Deutsche Bank
245
Deutsche Bank
Germany
$542K +$408K +6,790 +306%
MG
246
Mather Group
Illinois
$537K -$4.22K -70 -0.8%
GVAG
247
Great Valley Advisor Group
Delaware
$535K -$4.46K -74 -0.8%
JFA
248
JNBA Financial Advisors
Minnesota
$530K -$12.2K -202 -2%
CB
249
Commerce Bank
Missouri
$530K +$25.2K +418 +5%
HNB
250
Huntington National Bank
Ohio
$528K -$729K