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

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

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.09B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$189M
3
AP
Advisors Preferred
Maryland
$25.5M
4
PL
Polianta Ltd
Jersey
$12.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$292M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$120M
2
M&T Bank
M&T Bank
New York
$0
3
AG
Advisor Group
Arizona
$9.34M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$7.08M
5
Stifel Financial
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
301
B. Riley Wealth Management
Tennessee
$544K +$9.8K +122 +2%
AA
302
Advisory Alpha
Michigan
$541K +$318 +4 +0.1%
HR
303
Hayden Royal
North Carolina
$522K +$110K +1,424 +27%
KPW
304
Kore Private Wealth
New York
$514K – – –
GG
305
Gofen & Glossberg
Illinois
$512K -$32.2K -400 -6%
KFI
306
Key Financial Inc
Pennsylvania
$509K +$509K +6,328 New
GEA
307
Glen Eagle Advisors
New Jersey
$508K +$11.4K +142 +2%
Brown Advisory
308
Brown Advisory
Maryland
$508K -$147K -1,828 -22%
APWM
309
Atlas Private Wealth Management
New York
$508K +$508K +6,314 New
A
310
AdvicePeriod
California
$507K -$4.82K -60 -0.9%
JIP
311
Jaffetilchin Investment Partners
Florida
$505K – – –
GMA
312
Goldstein Munger & Associates
California
$503K – – –
CAM
313
Covenant Asset Management
New Jersey
$492K -$116K -1,440 -19%
Luther King Capital Management (LKCM)
314
Luther King Capital Management (LKCM)
Texas
$486K -$456K – –
SF
315
Synovus Financial
Georgia
$484K -$43.5K -538 -8%
PAMG
316
Patton Albertson Miller Group
Tennessee
$482K – – –
MWM
317
Mattern Wealth Management
Kansas
$482K +$482K +5,994 New
DPI
318
Diversified Portfolios Inc
Michigan
$481K -$40.3K -502 -8%
EWA
319
ERTS Wealth Advisors
Michigan
$480K +$51.4K +640 +12%
MGIA
320
Moneta Group Investment Advisors
Missouri
$476K -$140K -1,736 -23%
MWPCG
321
Measured Wealth Private Client Group
New Hampshire
$476K -$112K -1,388 -19%
CFGS
322
Concourse Financial Group Securities
Alabama
$476K +$230K +2,862 +94%
PI
323
PHH Investments
Texas
$474K -$22K -274 -4%
CCA
324
Clearwater Capital Advisors
Illinois
$473K – – –
CWM
325
Cahaba Wealth Management
Georgia
$453K +$2.09K +26 +0.5%
11 12
13
14 15