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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 %
SIC
301
Shoker Investment Counsel
Ohio
$361K -$3.54K -48 -1%
BJL
302
Brighton Jones LLC
Washington
$355K +$2.66K +36 +0.8%
EWM
303
Endurance Wealth Management
Rhode Island
$355K +$73.7K +1,000 +26%
BAAM
304
Baker Avenue Asset Management
California
$350K -$442 -6 -0.1%
TIM
305
Thompson Investment Management
Wisconsin
$350K +$59.8K +810 +21%
GWM
306
Geneos Wealth Management
Colorado
$348K -$76.1K -1,034 -18%
CB
307
Chemical Bank
Michigan
$348K
RCAG
308
Rehmann Capital Advisory Group
Michigan
$326K +$326K +4,416 New
WWM
309
Windsor Wealth Management
Indiana
$324K +$92.9K +1,260 +40%
BB
310
Busey Bank
Illinois
$316K
RIA
311
Realta Investment Advisors
Delaware
$315K +$315K +4,266 New
CCP
312
Corient Capital Partners
California
$314K
SXL
313
Summit X LLC
Missouri
$311K -$55.7K -754 -15%
IWM
314
IHT Wealth Management
Illinois
$303K -$56.4K -766 -16%
RIA
315
Regal Investment Advisors
Michigan
$301K -$25.4K -344 -8%
RM
316
Resource Management
Louisiana
$294K +$884 +12 +0.3%
VCP
317
Vista Capital Partners
Oregon
$293K
SB
318
Simmons Bank
Arkansas
$292K -$2.51K -34 -0.9%
VNA
319
Valley National Advisers
Pennsylvania
$292K
FCI
320
Financial Counselors Inc
Kansas
$288K
CCM
321
Coldstream Capital Management
Washington
$287K -$52.5K -712 -15%
DWA
322
Dougherty Wealth Advisers
Minnesota
$283K
Mercer Global Advisors
323
Mercer Global Advisors
Colorado
$283K +$283K +3,832 New
AB
324
Atlas Brown
Kentucky
$280K +$280K +3,794 New
AIA
325
Arcadia Investment Advisors
Idaho
$279K