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

471 hedge funds and large institutions have $2.84B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 204 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
9.68%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.31%
New
47
Increased
139
Reduced
204
Closed
53
Calls
$361K
Puts
$1.43M
Net Calls
-$1.07M
Net Calls Change
+$735K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.4M
2
WSFS
Wilmington Savings Fund Society
Delaware
+$8.38M
3
COI
Connable Office Inc
Michigan
+$7.96M
4
Morgan Stanley
Morgan Stanley
New York
+$6M
5
TRCT
Tower Research Capital (TRC)
New York
+$3.94M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$145M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.3M
4
Wells Fargo
Wells Fargo
California
-$18.2M
5
PS
Portfolio Solutions
Michigan
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
326
SOL Capital Management
Maryland
$257K +$257K +4,270 New
OIA
327
OneDigital Investment Advisors
Kansas
$256K -$120 -2 -0%
IAIM
328
International Assets Investment Management
Florida
$255K -$1.62K -22 -0.6%
Cetera Investment Advisers
329
Cetera Investment Advisers
Illinois
$254K +$254K +4,218 New
MBT
330
Montecito Bank & Trust
California
$253K – – –
QCG
331
Quadrant Capital Group
Ohio
$245K +$187K +3,100 +321%
QIM
332
Quantitative Investment Management
Virginia
$244K +$244K +4,060 New
JWM
333
JGP Wealth Management
Oregon
$244K +$244K +4,156 New
PCG
334
Private Capital Group
Connecticut
$243K -$16.3K -270 -6%
WT
335
Whittier Trust
California
$243K – – –
VWA
336
Visionary Wealth Advisors
Illinois
$242K +$242K +4,014 New
NFG
337
NewFocus Financial Group
Washington
$241K +$241K +4,000 New
CIA
338
Capital Investment Advisors
Georgia
$240K -$18.3K -304 -7%
VCP
339
Vista Capital Partners
Oregon
$240K +$240K +3,980 New
MFW
340
Mosaic Family Wealth
Missouri
$240K +$240K +3,982 New
MWM
341
Modera Wealth Management
New Jersey
$238K -$105K -1,746 -31%
VNA
342
Valley National Advisers
Pennsylvania
$238K – – –
SC
343
SouthState Corp
Florida
$235K +$235K +3,908 New
PSF
344
Pacific Sun Financial
California
$230K +$230K +3,828 New
BC
345
Barnett & Company
Tennessee
$227K – – –
GPA
346
Guidance Point Advisors
Massachusetts
$223K -$745K -12,408 -77%
CL
347
CIM LLC
New York
$223K +$223K +3,706 New
CFS
348
Cannon Financial Strategists
Georgia
$219K +$219K +3,642 New
GTAM
349
Global Trust Asset Management
Florida
$219K – – –
KFI
350
Key Financial Inc
Pennsylvania
$218K -$131K -2,204 -37%
12 13
14
15 16