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iShares S&P Small-Cap 600 Value ETF

476 hedge funds and large institutions have $2.9B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+5
Holders Change %
+1.06%
% of All Funds
9.63%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
46
Increased
145
Reduced
191
Closed
35
Calls
$992K
Puts
$587K
Net Calls
+$405K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
326
SVB Wealth
Massachusetts
$245K -$26.7K -436 -10%
NFG
327
NewFocus Financial Group
Washington
$245K
VCP
328
Vista Capital Partners
Oregon
$244K
MFW
329
Mosaic Family Wealth
Missouri
$244K +$245 +4 +0.1%
CIA
330
Capital Investment Advisors
Georgia
$243K -$1.22K -20 -0.5%
VNA
331
Valley National Advisers
Pennsylvania
$243K
WC
332
Weil Company
California
$241K +$28.3K +462 +13%
PSF
333
Pacific Sun Financial
California
$239K +$4.29K +70 +2%
MIC
334
Means Investment Company
Maine
$235K +$84.7K +2,556 +56%
CSA
335
Cottage Street Advisors
Massachusetts
$233K -$165K -2,692 -41%
KFI
336
Key Financial Inc
Pennsylvania
$232K +$6.74K +110 +3%
BC
337
Barnett & Company
Tennessee
$231K
CFS
338
Cannon Financial Strategists
Georgia
$230K +$7.1K +116 +3%
WAP
339
Wealthcare Advisory Partners
Pennsylvania
$227K +$227K +3,712 New
SC
340
SouthState Corp
Florida
$226K -$13K -212 -5%
GPA
341
Guidance Point Advisors
Massachusetts
$223K -$3.78K -62 -2%
GTAM
342
Global Trust Asset Management
Florida
$223K -$2.48K -40 -1%
AWE
343
Avidian Wealth Enterprises
Texas
$223K +$223K +3,636 New
AIA
344
Arcadia Investment Advisors
Idaho
$221K
TA
345
Tiedemann Advisors
New York
$218K +$218K +3,552 New
FFW
346
Fusion Family Wealth
New York
$217K +$208K +3,392 +2,292%
UR
347
USCA RIA
Texas
$214K
HWA
348
Heartwood Wealth Advisors
Virginia
$213K +$213K +3,476 New
LC
349
LCNB Corp
Ohio
$212K -$4.66K -76 -2%
CAM
350
Cresset Asset Management
Illinois
$210K -$1.08M -17,638 -84%