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iShares S&P Small-Cap 600 Value ETF

497 hedge funds and large institutions have $3.75B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 172 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+29
Holders Change %
+6.2%
% of All Funds
10.77%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
73
Increased
172
Reduced
147
Closed
38
Calls
$1.17M
Puts
$1.28M
Net Calls
-$118K
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Shares
Change %
GMA
276
Goldstein Munger & Associates
California
$462K
PAMG
277
Patton Albertson Miller Group
Tennessee
$442K
CCA
278
Clearwater Capital Advisors
Illinois
$434K -$23K -312 -5%
KPW
279
Kore Private Wealth
New York
$432K +$432K +5,854 New
MIC
280
Means Investment Company
Maine
$428K +$67.1K +910 +19%
BC
281
Barnett & Company
Tennessee
$426K
MBT
282
Montecito Bank & Trust
California
$422K
CWM
283
Cahaba Wealth Management
Georgia
$411K +$1.03K +14 +0.3%
PAS
284
Park Avenue Securities
New York
$409K +$409K +5,458 New
BPA
285
Beacon Pointe Advisors
California
$407K -$287K -3,910 -41%
SC
286
SouthState Corp
Florida
$406K
FA
287
FDx Advisors
Illinois
$405K +$405K +5,492 New
DY
288
Dowling & Yahnke
California
$397K +$12K +162 +3%
MGIA
289
Moneta Group Investment Advisors
Missouri
$397K +$47.9K +650 +14%
Prudential Financial
290
Prudential Financial
New Jersey
$397K +$397K +5,382 New
FNBOO
291
First National Bank of Omaha
Nebraska
$383K -$12.5K -170 -3%
EWA
292
ERTS Wealth Advisors
Michigan
$383K +$173K +2,340 +82%
CS
293
Comerica Securities
Michigan
$380K +$31.9K +432 +9%
RFWA
294
RPg Family Wealth Advisory
Massachusetts
$377K +$71.1K +964 +23%
JIC
295
Johnson Investment Counsel
Ohio
$374K
CWM
296
Cornerstone Wealth Management
Missouri
$374K +$374K +1,460 New
RC
297
RegentAtlantic Capital
New Jersey
$368K
SSB
298
Sandy Spring Bank
Maryland
$363K -$29.5K -400 -8%
Betterment LLC
299
Betterment LLC
New York
$363K +$52.1K +706 +17%
CIA
300
Capital Investment Advisors
Georgia
$361K -$4.72K -64 -1%