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iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
301
Brighton Jones LLC
Washington
$367K +$5.26K +70 +1%
RIA
302
Regal Investment Advisors
Michigan
$360K +$74.9K +998 +26%
SIC
303
Shoker Investment Counsel
Ohio
$357K
MIC
304
Means Investment Company
Maine
$355K -$91K -1,156 -20%
TNB
305
TCF National Bank
South Dakota
$355K +$355K +4,728 New
GWM
306
Geneos Wealth Management
Colorado
$354K +$3.15K +42 +0.9%
BAAM
307
Baker Avenue Asset Management
California
$352K
WGCA
308
Wolf Group Capital Advisors
Virginia
$351K -$229K -3,046 -39%
SSB
309
Sandy Spring Bank
Maryland
$349K -$15K -200 -4%
WT
310
Whittier Trust
California
$348K +$121K +1,608 +53%
CWM
311
Connecticut Wealth Management
Connecticut
$340K +$22.8K +304 +7%
VCM
312
Vivaldi Capital Management
Illinois
$339K -$18.8K -250 -5%
CIA
313
Capital Investment Advisors
Georgia
$332K -$4.96K -66 -1%
VFA
314
Valeo Financial Advisors
Indiana
$329K +$6.75K +90 +2%
RIA
315
Realta Investment Advisors
Delaware
$328K +$1.35K +18 +0.4%
SFPM
316
Sensible Financial Planning & Management
Massachusetts
$326K
VWM
317
Valley Wealth Managers
New Jersey
$324K -$61.4K -820 -16%
RM
318
Resource Management
Louisiana
$324K -$150 -2 -0%
BB
319
Busey Bank
Illinois
$322K
WWM
320
Windsor Wealth Management
Indiana
$321K -$65.5K -898 -17%
CCP
321
Corient Capital Partners
California
$320K
CIR
322
Clear Investment Research
Georgia
$319K -$16K -214 -5%
Betterment LLC
323
Betterment LLC
New York
$319K
AllianceBernstein
324
AllianceBernstein
Tennessee
$311K +$311K +4,142 New
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$309K +$22.8K +304 +8%