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

556 hedge funds and large institutions have $4.24B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 181 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+61
Holders Change %
+12.32%
% of All Funds
10.98%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.69%
New
94
Increased
175
Reduced
181
Closed
28
Calls
$710K
Puts
$643K
Net Calls
+$67K
Net Calls Change
+$1.09M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.09B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$189M
3
AP
3
Advisors Preferred
Maryland
$25.5M
4
PL
4
Polianta Ltd
Jersey
$12.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$292M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$120M
2
M&T Bank
2
M&T Bank
New York
$0
3
AG
3
Advisor Group
Arizona
$9.34M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.08M
5
Stifel Financial
5
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOO
326
First National Bank of Omaha
Nebraska
$445K -$9K -112 -2%
BA
327
Bristlecone Advisors
Washington
$434K – – –
EWM
328
Endurance Wealth Management
Rhode Island
$433K +$10.1K +126 +2%
RHBC
329
R.H. Bluestein & Co
Michigan
$429K +$147K +1,828 +52%
BPA
330
Beacon Pointe Advisors
California
$426K -$17.4K -218 -4%
RIA
331
Regal Investment Advisors
Michigan
$420K +$34.4K +428 +9%
JIC
332
Johnson Investment Counsel
Ohio
$419K – – –
DY
333
Dowling & Yahnke
California
$407K -$39.9K -496 -9%
RC
334
RegentAtlantic Capital
New Jersey
$401K – – –
BJL
335
Brighton Jones LLC
Washington
$401K +$8.68K +108 +2%
Millennium Management
336
Millennium Management
New York
$399K +$88.9K +1,106 +29%
PA
337
PSI Advisors
Florida
$396K +$396K +4,932 New
RA
338
RFG Advisory
Alabama
$387K -$10.9K -136 -3%
SIC
339
Shoker Investment Counsel
Ohio
$384K +$1.77K +22 +0.5%
SW
340
SVB Wealth
Massachusetts
$384K +$384K +4,770 New
LFPWM
341
Leicht Financial Planning & Wealth Management
New Jersey
$381K -$239K -2,976 -39%
BB
342
Busey Bank
Illinois
$381K +$36.2K +450 +10%
TNB
343
TCF National Bank
South Dakota
$380K – – –
CWM
344
Connecticut Wealth Management
Connecticut
$379K +$15.3K +190 +4%
VWM
345
Valley Wealth Managers
New Jersey
$379K +$31.6K +394 +9%
SSB
346
Sandy Spring Bank
Maryland
$375K – – –
WT
347
Whittier Trust
California
$373K – – –
EP
348
Eudaimonia Partners
Tennessee
$369K +$369K +4,588 New
WWM
349
Windsor Wealth Management
Indiana
$368K +$14K +174 +4%
MIC
350
Means Investment Company
Maine
$365K +$807 +10 +0.2%
12 13
14
15 16