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

471 hedge funds and large institutions have $2.84B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 204 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
9.68%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.31%
New
47
Increased
139
Reduced
204
Closed
53
Calls
$361K
Puts
$1.43M
Net Calls
-$1.07M
Net Calls Change
+$735K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.4M
2
WSFS
Wilmington Savings Fund Society
Delaware
+$8.38M
3
COI
Connable Office Inc
Michigan
+$7.96M
4
Morgan Stanley
Morgan Stanley
New York
+$6M
5
TRCT
Tower Research Capital (TRC)
New York
+$3.94M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$145M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.3M
4
Wells Fargo
Wells Fargo
California
-$18.2M
5
PS
Portfolio Solutions
Michigan
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$307K +$307K +5,096 New
CWM
302
Cahaba Wealth Management
Georgia
$306K -$1.77K -28 -0.6%
MIC
303
Means Investment Company
Maine
$303K +$401 +6 +0.1%
SIC
304
Shoker Investment Counsel
Ohio
$298K +$1.2K +20 +0.4%
JIC
305
Johnson Investment Counsel
Ohio
$292K -$6.61K -110 -2%
RHBC
306
R.H. Bluestein & Co
Michigan
$291K -$31.1K -516 -10%
FHA
307
First Horizon Advisors
Tennessee
$288K +$154K +2,562 +115%
BB
308
Busey Bank
Illinois
$285K – – –
AllianceBernstein
309
AllianceBernstein
Tennessee
$284K +$24.9K +414 +10%
WWM
310
Windsor Wealth Management
Indiana
$275K -$67.2K -1,116 -20%
VCM
311
Vivaldi Capital Management
Illinois
$273K +$273K +4,072 New
SW
312
SVB Wealth
Massachusetts
$267K -$16.8K -278 -6%
PWS
313
Private Wealth Strategies
Ohio
$267K -$4.09K -68 -2%
9WM
314
9258 Wealth Management
Ohio
$267K +$360 +6 +0.1%
EWM
315
Endurance Wealth Management
Rhode Island
$267K +$3.01K +50 +1%
GMA
316
Goldstein Munger & Associates
California
$266K -$111K -1,840 -29%
VFA
317
Voya Financial Advisors
Connecticut
$266K – – –
RC
318
RegentAtlantic Capital
New Jersey
$265K -$35.1K -584 -12%
KOMWMG
319
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$264K – – –
RIA
320
Realta Investment Advisors
Delaware
$263K +$1.08K +18 +0.4%
RM
321
Resource Management
Louisiana
$263K +$1.92K +32 +0.7%
ACM
322
Azimuth Capital Management
Michigan
$263K +$263K +4,370 New
SFPM
323
Sensible Financial Planning & Management
Massachusetts
$261K – – –
NWS
324
Newport Wealth Strategies
California
$260K +$260K +4,322 New
DY
325
Dowling & Yahnke
California
$258K -$5.17K -86 -2%
11 12
13
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