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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 %
DPI
276
Diversified Portfolios Inc
Michigan
$487K -$14.7K -196 -3%
A
277
AdvicePeriod
California
$479K +$177K +2,352 +59%
JIP
278
Jaffetilchin Investment Partners
Florida
$472K -$14.1K -188 -3%
GMA
279
Goldstein Munger & Associates
California
$470K – – –
KPW
280
Kore Private Wealth
New York
$470K – – –
AAS
281
Avantax Advisory Services
Texas
$464K -$79.2K -1,056 -15%
PI
282
PHH Investments
Texas
$464K -$30.5K -406 -6%
GEA
283
Glen Eagle Advisors
New Jersey
$464K -$2.1K -28 -0.5%
Luther King Capital Management (LKCM)
284
Luther King Capital Management (LKCM)
Texas
$456K -$451K – –
PAMG
285
Patton Albertson Miller Group
Tennessee
$450K – – –
CCA
286
Clearwater Capital Advisors
Illinois
$442K – – –
FNBOO
287
First National Bank of Omaha
Nebraska
$424K -$6.75K -90 -2%
CWM
288
Cahaba Wealth Management
Georgia
$421K +$1.05K +14 +0.3%
DY
289
Dowling & Yahnke
California
$417K +$13.2K +176 +3%
BPA
290
Beacon Pointe Advisors
California
$416K -$22.9K -306 -5%
TSS
291
Two Sigma Securities
New York
$414K +$414K +5,508 New
BA
292
Bristlecone Advisors
Washington
$406K – – –
EWA
293
ERTS Wealth Advisors
Michigan
$401K -$19.8K -264 -5%
HR
294
Hayden Royal
North Carolina
$400K +$400K +5,320 New
EWM
295
Endurance Wealth Management
Rhode Island
$395K -$6.01K -80 -1%
JIC
296
Johnson Investment Counsel
Ohio
$392K – – –
RC
297
RegentAtlantic Capital
New Jersey
$375K – – –
SS
298
Simplicity Solutions
Minnesota
$374K -$329K -4,390 -47%
TIM
299
Thompson Investment Management
Wisconsin
$371K +$601 +8 +0.2%
RA
300
RFG Advisory
Alabama
$371K +$10.4K +138 +3%
10 11
12
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