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iShares S&P Small-Cap 600 Value ETF

481 hedge funds and large institutions have $2.65B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.35%
New
44
Increased
162
Reduced
190
Closed
113
Calls
$290K
Puts
$2.1M
Net Calls
-$1.81M
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
326
SVB Wealth
Massachusetts
$235K -$3.1K -62 -1%
WFA
327
Wellspring Financial Advisors
Ohio
$234K +$234K +4,688 New
VFA
328
Valeo Financial Advisors
Indiana
$231K -$4.6K -84 -2%
TFS
329
TrustCore Financial Services
Tennessee
$231K +$23.5K +470 +11%
AW
330
Avion Wealth
Texas
$231K +$54.2K +1,086 +31%
MIC
331
Means Investment Company
Maine
$230K +$508 +10 +0.2%
NA
332
NewEdge Advisors
Louisiana
$224K -$278K -5,554 -55%
PWS
333
Private Wealth Strategies
Ohio
$224K
VFA
334
Voya Financial Advisors
Connecticut
$223K +$58.7K +1,180 +36%
EW
335
Element Wealth
Mississippi
$221K -$1.93M -38,538 -90%
First Trust Advisors
336
First Trust Advisors
Illinois
$221K +$50.1K +1,004 +29%
EWM
337
Endurance Wealth Management
Rhode Island
$219K -$49.9K -1,000 -19%
DY
338
Dowling & Yahnke
California
$219K -$34K -680 -13%
KOMWMG
339
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$219K +$43.1K +864 +25%
SFPM
340
Sensible Financial Planning & Management
Massachusetts
$217K
RM
341
Resource Management
Louisiana
$217K
RIA
342
Realta Investment Advisors
Delaware
$217K +$2.49K +50 +1%
IAIM
343
International Assets Investment Management
Florida
$216K +$216K +3,486 New
CIA
344
Capital Investment Advisors
Georgia
$215K -$6.91K -138 -3%
AllianceBernstein
345
AllianceBernstein
Tennessee
$215K +$7.9K +158 +4%
PCG
346
Private Capital Group
Connecticut
$215K +$65.9K +1,320 +44%
SSB
347
Sandy Spring Bank
Maryland
$213K -$20K -400 -9%
OIA
348
OneDigital Investment Advisors
Kansas
$213K +$22.4K +448 +12%
MBT
349
Montecito Bank & Trust
California
$210K
MWM
350
Merriman Wealth Management
Washington
$206K -$6.6M -131,874 -97%