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

495 hedge funds and large institutions have $4.03B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.64%
New
50
Increased
159
Reduced
167
Closed
32
Calls
$887K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
+$554K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$226M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$965M
3
AG
3
Advisor Group
Arizona
$56M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$38.6M
5
NFG
5
Noven Financial Group
Colorado
$23.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$73.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$46.8M
3
NP
3
NorthRock Partners
Minnesota
$8.17M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.57M
5
IA
5
IFG Advisory
Georgia
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFWA
326
RPg Family Wealth Advisory
Massachusetts
$301K -$62.3K -830 -17%
VCP
327
Vista Capital Partners
Oregon
$299K – – –
DAS
328
Dynamic Advisor Solutions
Arizona
$299K +$8.26K +110 +3%
VNA
329
Valley National Advisers
Pennsylvania
$298K – – –
PMFA
330
Plante Moran Financial Advisors
Michigan
$291K +$97.3K +1,294 +50%
Millennium Management
331
Millennium Management
New York
$289K +$289K +3,860 New
DWA
332
Dougherty Wealth Advisers
Minnesota
$288K – – –
AB
333
Atlas Brown
Kentucky
$288K +$2.86K +38 +1%
BC
334
Barnett & Company
Tennessee
$283K – – –
AIA
335
Arcadia Investment Advisors
Idaho
$277K – – –
ST
336
Spinnaker Trust
Maine
$275K +$275K +3,668 New
LC
337
LCNB Corp
Ohio
$273K – – –
GTAM
338
Global Trust Asset Management
Florida
$273K – – –
9WM
339
9258 Wealth Management
Ohio
$272K +$450 +6 +0.2%
MFW
340
Mosaic Family Wealth
Missouri
$270K -$1.2K -16 -0.4%
CCM
341
Coldstream Capital Management
Washington
$268K – – –
CMO
342
Covenant Multifamily Offices
Texas
$265K +$265K +3,528 New
RHBC
343
R.H. Bluestein & Co
Michigan
$264K +$264K +3,514 New
RWP
344
RWA Wealth Partners
Massachusetts
$260K – – –
KCM
345
Kendall Capital Management
Maryland
$258K -$4.81K -64 -2%
PSF
346
Pacific Sun Financial
California
$258K +$25.5K +340 +11%
AW
347
Avion Wealth
Texas
$256K +$256K +3,414 New
AP
348
Advisor Partners
California
$255K – – –
PAM
349
Peak Asset Management
Colorado
$255K – – –
ACM
350
Azimuth Capital Management
Michigan
$253K – – –
12 13
14
15 16