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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

482 hedge funds and large institutions have $3.7B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-15
Holders Change %
-3.02%
% of All Funds
10.49%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
30
Increased
185
Reduced
155
Closed
38
Calls
$1.14M
Puts
$2.72M
Net Calls
-$1.58M
Net Calls Change
-$1.46M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$47.9M
2
Creative Planning
Creative Planning
Kansas
+$6.03M
3
TRCT
Tower Research Capital (TRC)
New York
+$5.87M
4
Jane Street
Jane Street
New York
+$4.93M
5
RFC
Regions Financial Corp
Alabama
+$3.36M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$39M
2
NFG
Noven Financial Group
Colorado
-$23.4M
3
JPLA
Joseph P. Lucia & Associates
New York
-$18.3M
4
Wells Fargo
Wells Fargo
California
-$14.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPM
301
Sensible Financial Planning & Management
Massachusetts
$322K +$108K +1,448 +50%
RM
302
Resource Management
Louisiana
$321K +$24.4K +328 +8%
Betterment LLC
303
Betterment LLC
New York
$319K -$46.2K -622 -13%
BB
304
Busey Bank
Illinois
$319K – – –
VFA
305
Valeo Financial Advisors
Indiana
$319K +$149K +2,002 +87%
CCP
306
Corient Capital Partners
California
$316K – – –
SXL
307
Summit X LLC
Missouri
$314K -$448 -6 -0.1%
CWM
308
Connecticut Wealth Management
Connecticut
$314K +$314K +4,224 New
A
309
AdvicePeriod
California
$299K +$299K +4,020 New
PCG
310
Private Capital Group
Connecticut
$297K +$33.7K +412 +13%
VCP
311
Vista Capital Partners
Oregon
$296K – – –
VNA
312
Valley National Advisers
Pennsylvania
$294K – – –
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$288K +$74.6K +1,006 +35%
DAS
314
Dynamic Advisor Solutions
Arizona
$288K +$288K +3,870 New
DWA
315
Dougherty Wealth Advisers
Minnesota
$285K – – –
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$284K -$1.04K -14 -0.4%
FCI
317
Financial Counselors Inc
Kansas
$283K -$7.43K -100 -3%
APA
318
American Portfolios Advisors
New York
$283K +$12.3K +166 +5%
RIA
319
Regal Investment Advisors
Michigan
$282K -$20.9K -282 -7%
AB
320
Atlas Brown
Kentucky
$282K – – –
BC
321
Barnett & Company
Tennessee
$280K -$149K -2,000 -35%
IWM
322
IHT Wealth Management
Illinois
$276K -$29.2K -394 -10%
AIA
323
Arcadia Investment Advisors
Idaho
$275K -$6.39K -86 -2%
GTAM
324
Global Trust Asset Management
Florida
$270K – – –
LC
325
LCNB Corp
Ohio
$270K +$14.9K +200 +6%
11 12
13
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