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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 %
SWP
251
Summit Wealth Partners
Florida
$520K +$520K +8,648 New
RCAG
252
Rehmann Capital Advisory Group
Michigan
$516K +$154K +2,552 +42%
William Blair & Company
253
William Blair & Company
Illinois
$516K +$7.35K +122 +1%
MSAM
254
Moloney Securities Asset Management
Missouri
$504K -$6.02K -100 -1%
CHC
255
City Holding Co
West Virginia
$501K +$120 +2 +0%
VWM
256
Valley Wealth Managers
New Jersey
$498K +$194K +3,228 +64%
Citadel Advisors
257
Citadel Advisors
Florida
$495K -$9.21M -152,948 -95%
CFGS
258
Concourse Financial Group Securities
Alabama
$490K +$69.8K +1,160 +17%
AFA
259
American Financial Advisors
Georgia
$480K -$9.1K -148 -2%
CAL
260
Capital Analysts LLC
Pennsylvania
$470K -$472K -7,840 -50%
EWA
261
EP Wealth Advisors
California
$469K -$143K -2,374 -23%
SC
262
Schoolcraft Capital
Colorado
$460K +$4.09K +68 +0.9%
MCM
263
Maple Capital Management
Vermont
$457K -$60.1K -1,000 -12%
TF
264
Tompkins Financial
New York
$455K -$3.49K -58 -0.8%
MGIA
265
Moneta Group Investment Advisors
Missouri
$454K -$55.5K -922 -11%
NP
266
NorthRock Partners
Minnesota
$447K -$5.46M -90,692 -92%
IWAG
267
Integer Wealth Advisors Group
Georgia
$438K +$21.3K +374 +5%
AFC
268
AFT Forsyth & Company
Florida
$429K -$52.2K -866 -11%
BF
269
Blankinship & Foster
California
$421K +$42.1K +700 +11%
HCM
270
Hudson Capital Management
New Jersey
$407K -$231K -3,832 -36%
RJT
271
Raymond James Trust
Florida
$398K -$51.4K -856 -11%
DADC
272
D.A. Davidson & Co
Montana
$393K -$516K -8,584 -57%
CSA
273
Cottage Street Advisors
Massachusetts
$391K -$1.85M -30,808 -83%
PAMG
274
Patton Albertson Miller Group
Tennessee
$385K +$24.2K +402 +7%
KPW
275
Kore Private Wealth
New York
$384K