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iShares S&P Small-Cap 600 Value ETF

482 hedge funds and large institutions have $3.7B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-15
Holders Change %
-3.02%
% of All Funds
10.49%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
30
Increased
185
Reduced
155
Closed
38
Calls
$1.14M
Puts
$2.72M
Net Calls
-$1.58M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
MFW
326
Mosaic Family Wealth
Missouri
$269K -$5.35K -72 -2%
9WM
327
9258 Wealth Management
Ohio
$269K +$297 +4 +0.1%
FNB
328
Farmers National Bank
Kentucky
$267K +$4.76K +64 +2%
CCM
329
Coldstream Capital Management
Washington
$265K -$24.2K -326 -8%
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$263K +$201K +2,700 +324%
KCM
331
Kendall Capital Management
Maryland
$260K +$8.18K +110 +3%
RWP
332
RWA Wealth Partners
Massachusetts
$257K
FTS
333
Fifth Third Securities
Ohio
$255K +$255K +3,436 New
AP
334
Advisor Partners
California
$253K
PAM
335
Peak Asset Management
Colorado
$253K
S
336
SimplyRich
California
$253K +$253K +3,406 New
FA
337
Fortis Advisors
Pennsylvania
$251K
ACM
338
Azimuth Capital Management
Michigan
$250K
SWM
339
SeaCrest Wealth Management
New York
$248K -$2.23K -30 -0.9%
TI
340
Truepoint Inc
Ohio
$247K
LWANC
341
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K +$55.5K +748 +30%
Verition Fund Management
342
Verition Fund Management
Connecticut
$238K +$238K +3,206 New
OIA
343
OneDigital Investment Advisors
Kansas
$235K +$18.1K +244 +8%
SCM
344
SOL Capital Management
Maryland
$233K +$10.4K +140 +5%
WIC
345
Whitegate Investment Counselors
New Hampshire
$232K +$3.71K +50 +2%
MCP
346
Mirador Capital Partners
California
$230K
PSF
347
Pacific Sun Financial
California
$230K +$230K +3,094 New
DC
348
Davenport & Co
Virginia
$229K +$229K +3,076 New
ATIA
349
American Trust Investment Advisors
New Hampshire
$227K
HJA
350
Hugh Johnson Advisors
New York
$225K -$12.2K -164 -5%