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iShares S&P Small-Cap 600 Value ETF

476 hedge funds and large institutions have $2.9B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+5
Holders Change %
+1.06%
% of All Funds
9.63%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
46
Increased
145
Reduced
191
Closed
35
Calls
$992K
Puts
$587K
Net Calls
+$405K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Shares
Change %
NWM
251
Northwest Wealth Management
Iowa
$503K -$441K -7,208 -47%
HA
252
Harborview Advisors
Maine
$500K -$55.8K -912 -10%
CAL
253
Capital Analysts LLC
Pennsylvania
$494K +$15.7K +256 +3%
NP
254
NorthRock Partners
Minnesota
$487K +$260K +8,488 +114%
CFGS
255
Concourse Financial Group Securities
Alabama
$486K -$12.4K -202 -2%
AFA
256
American Financial Advisors
Georgia
$479K +$1.59K +26 +0.3%
SC
257
Schoolcraft Capital
Colorado
$471K +$2.57K +42 +0.5%
MGIA
258
Moneta Group Investment Advisors
Missouri
$462K +$231K +7,552 +100%
TF
259
Tompkins Financial
New York
$461K -$1.35K -22 -0.3%
RJT
260
Raymond James Trust
Florida
$446K +$40.4K +660 +10%
SWP
261
Summit Wealth Partners
Florida
$444K -$85.7K -1,400 -16%
AFC
262
AFT Forsyth & Company
Florida
$436K +$122 +2 +0%
WAM
263
Wealthspire Advisors (Maryland)
Maryland
$429K -$159K -2,588 -27%
EWA
264
EP Wealth Advisors
California
$418K -$59.1K -966 -12%
CB
265
Commerce Bank
Missouri
$406K -$133K -2,176 -25%
TFS
266
TrustCore Financial Services
Tennessee
$405K +$91.7K +1,500 +29%
DADC
267
D.A. Davidson & Co
Montana
$400K
PAMG
268
Patton Albertson Miller Group
Tennessee
$391K +$122 +2 +0%
GG
269
Gofen & Glossberg
Illinois
$386K -$3.06K -50 -0.8%
CFFP
270
Center for Financial Planning
Michigan
$386K
FI
271
FormulaFolio Investments
Michigan
$382K +$382K +6,240 New
MWM
272
Mission Wealth Management
California
$377K
DY
273
Dowling & Yahnke
California
$372K +$109K +1,782 +42%
Luther King Capital Management (LKCM)
274
Luther King Capital Management (LKCM)
Texas
$370K -$364K
NF
275
Nikulski Financial
Iowa
$369K -$9.18K -150 -2%