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iShares S&P Small-Cap 600 Value ETF

556 hedge funds and large institutions have $4.24B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 181 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+61
Holders Change %
+12.32%
% of All Funds
10.98%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.69%
New
94
Increased
175
Reduced
181
Closed
28
Calls
$710K
Puts
$643K
Net Calls
+$67K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
IWAG
276
Integer Wealth Advisors Group
Georgia
$673K +$673K +8,760 New
CHC
277
City Holding Co
West Virginia
$669K -$322 -4 -0%
AWM
278
AE Wealth Management
Kansas
$666K +$103K +1,280 +18%
AFC
279
AFT Forsyth & Company
Florida
$658K +$322 +4 +0%
PIA
280
Perennial Investment Advisors
California
$654K +$654K +8,134 New
HA
281
Harborview Advisors
Maine
$650K -$5.15K -64 -0.8%
RJT
282
Raymond James Trust
Florida
$624K +$66.2K +824 +12%
EWA
283
EP Wealth Advisors
California
$619K -$4.66K -58 -0.7%
ABC
284
Associated Banc-Corp
Wisconsin
$611K -$32.2K -400 -5%
TF
285
Tompkins Financial
New York
$607K
BHWM
286
Bar Harbor Wealth Management
New Hampshire
$606K -$150K -1,866 -20%
CWM
287
Concentric Wealth Management
California
$603K +$6.43K +80 +1%
MWM
288
Mission Wealth Management
California
$601K +$32.8K +408 +6%
BWA
289
BDO Wealth Advisors
Florida
$596K -$78.3K -974 -12%
FNBOSM
290
First National Bank of South Miami
Florida
$594K -$71.5K -888 -11%
AFA
291
American Financial Advisors
Georgia
$593K -$40.7K -542 -6%
CA
292
Claro Advisors
Massachusetts
$592K -$2.58K -32 -0.4%
SI
293
Stephens Inc
Arkansas
$585K +$7.23K +90 +1%
BWA
294
BlueSky Wealth Advisors
North Carolina
$581K -$1.75K -22 -0.3%
GTAM
295
Global Trust Asset Management
Florida
$576K +$284K +3,528 +97%
NWS
296
Newport Wealth Strategies
California
$565K +$30.2K +380 +6%
GRP
297
Global Retirement Partners
California
$560K -$22.7K -282 -4%
SS
298
Simplicity Solutions
Minnesota
$553K +$152K +1,892 +38%
NF
299
Nikulski Financial
Iowa
$550K -$18.8K -244 -3%
Calamos Advisors
300
Calamos Advisors
Illinois
$547K -$96.5K -1,200 -15%