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iShares S&P Small-Cap 600 Value ETF

497 hedge funds and large institutions have $3.75B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 172 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+29
Holders Change %
+6.2%
% of All Funds
10.77%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
73
Increased
172
Reduced
147
Closed
38
Calls
$1.17M
Puts
$1.28M
Net Calls
-$118K
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
326
Mosaic Family Wealth
Missouri
$272K -$27.1K -368 -9%
JWS
327
Juncture Wealth Strategies
Arizona
$272K +$272K +3,690 New
AAS
328
Avantax Advisory Services
Texas
$270K -$39.9K -540 -13%
APA
329
American Portfolios Advisors
New York
$269K -$27K -366 -9%
GTAM
330
Global Trust Asset Management
Florida
$268K
KP
331
Keel Point
Alabama
$268K +$13.5K +182 +5%
9WM
332
9258 Wealth Management
Ohio
$267K +$296 +4 +0.1%
FNB
333
Farmers National Bank
Kentucky
$260K +$260K +3,528 New
MFT
334
Moisand Fitzgerald Tamayo
Florida
$259K +$1.33K +18 +0.5%
RWP
335
RWA Wealth Partners
Massachusetts
$256K -$1.35M -18,236 -84%
LC
336
LCNB Corp
Ohio
$253K
First Trust Advisors
337
First Trust Advisors
Illinois
$252K +$252K +3,420 New
AP
338
Advisor Partners
California
$251K
PAM
339
Peak Asset Management
Colorado
$251K
KCM
340
Kendall Capital Management
Maryland
$250K -$28.6K -388 -10%
ACM
341
Azimuth Capital Management
Michigan
$249K
FA
342
Fortis Advisors
Pennsylvania
$249K
SWM
343
SeaCrest Wealth Management
New York
$248K +$39.2K +532 +19%
TI
344
Truepoint Inc
Ohio
$245K
HR
345
Howe & Rusling
New York
$242K +$242K +3,286 New
PCG
346
Private Capital Group
Connecticut
$237K -$30.4K -412 -11%
ONB
347
Old National Bancorp
Indiana
$237K -$19.9K -270 -8%
BFS
348
Bradley Foster & Sargent
Connecticut
$237K +$237K +3,210 New
HJA
349
Hugh Johnson Advisors
New York
$236K -$2.96K -40 -1%
MCP
350
Mirador Capital Partners
California
$229K -$13.3K -180 -5%