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iShares S&P Small-Cap 600 Value ETF

481 hedge funds and large institutions have $2.65B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.35%
New
44
Increased
162
Reduced
190
Closed
113
Calls
$290K
Puts
$2.1M
Net Calls
-$1.81M
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
301
Clearwater Capital Advisors
Illinois
$294K
KFI
302
Key Financial Inc
Pennsylvania
$293K -$22.4K -450 -7%
MWM
303
Modera Wealth Management
New Jersey
$285K +$285K +5,708 New
BFA
304
Bragg Financial Advisors
North Carolina
$285K +$285K +5,710 New
WWM
305
Windsor Wealth Management
Indiana
$284K +$55.2K +1,104 +24%
UR
306
USCA RIA
Texas
$281K -$1.04M -20,816 -79%
TIM
307
Thompson Investment Management
Wisconsin
$280K +$60.3K +1,204 +27%
Betterment LLC
308
Betterment LLC
New York
$273K +$55.8K +1,118 +26%
CIR
309
Clear Investment Research
Georgia
$271K +$64.7K +1,294 +31%
CL
310
Choreo LLC
Illinois
$270K +$124K +2,476 +85%
RHBC
311
R.H. Bluestein & Co
Michigan
$267K +$399 +8 +0.1%
APW
312
Aurora Private Wealth
New Jersey
$264K +$99.6K +1,990 +61%
RA
313
RFG Advisory
Alabama
$263K +$23K +460 +10%
CFG
314
Citizens Financial Group
Rhode Island
$262K +$262K +5,240 New
FNBOO
315
First National Bank of Omaha
Nebraska
$260K -$16.7K -334 -6%
VWM
316
Valley Wealth Managers
New Jersey
$253K +$16.4K +328 +7%
GRP
317
Global Retirement Partners
California
$252K -$96.1K -1,924 -28%
TNB
318
TCF National Bank
South Dakota
$252K +$16K +320 +7%
RC
319
RegentAtlantic Capital
New Jersey
$249K
JIC
320
Johnson Investment Counsel
Ohio
$248K -$12.4K -248 -5%
SIC
321
Shoker Investment Counsel
Ohio
$246K +$7.87K +158 +3%
CWM
322
Cahaba Wealth Management
Georgia
$243K -$37.6K -756 -13%
SF
323
Synovus Financial
Georgia
$242K -$57.5K -1,148 -19%
9WM
324
9258 Wealth Management
Ohio
$242K +$327 +6 +0.1%
BB
325
Busey Bank
Illinois
$236K