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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 %
FNBOSM
251
First National Bank of South Miami
Florida
$591K +$3.57K +50 +0.6%
EWA
252
EP Wealth Advisors
California
$583K +$583K +7,758 New
LFPWM
253
Leicht Financial Planning & Wealth Management
New Jersey
$579K -$172K -2,290 -23%
MGIA
254
Moneta Group Investment Advisors
Missouri
$575K +$152K +2,018 +36%
CAM
255
Covenant Asset Management
New Jersey
$567K -$107K -1,430 -16%
TF
256
Tompkins Financial
New York
$567K – – –
CWM
257
Concentric Wealth Management
California
$557K +$4.51K +60 +0.8%
CA
258
Claro Advisors
Massachusetts
$555K -$2.55K -34 -0.5%
MWPCG
259
Measured Wealth Private Client Group
New Hampshire
$549K -$85.1K -1,134 -13%
NF
260
Nikulski Financial
Iowa
$545K -$2.95K -40 -0.5%
GRP
261
Global Retirement Partners
California
$544K -$401K -5,348 -42%
SI
262
Stephens Inc
Arkansas
$540K +$2.7K +36 +0.5%
BTS
263
BB&T Securities
Virginia
$538K -$256K -3,404 -32%
LNC
264
Lincoln National Corp
Pennsylvania
$537K +$126K +1,682 +31%
MWM
265
Mission Wealth Management
California
$531K -$36.8K -490 -6%
BWA
266
BlueSky Wealth Advisors
North Carolina
$530K – – –
AWM
267
AE Wealth Management
Kansas
$526K -$369K -4,912 -41%
CBFP
268
Cedar Brook Financial Partners
Ohio
$524K +$524K +6,974 New
RJT
269
Raymond James Trust
Florida
$521K -$10.5K -140 -2%
JA
270
JOYN Advisors
Georgia
$521K +$1.05K +14 +0.2%
GG
271
Gofen & Glossberg
Illinois
$508K – – –
NWS
272
Newport Wealth Strategies
California
$505K -$24.2K -322 -5%
BRWM
273
B. Riley Wealth Management
Tennessee
$499K +$499K +6,648 New
SF
274
Synovus Financial
Georgia
$498K -$37.1K -486 -7%
AA
275
Advisory Alpha
Michigan
$492K -$19.9K -276 -4%
9 10
11
12 13