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iShares S&P Small-Cap 600 Value ETF

497 hedge funds and large institutions have $3.75B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 172 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+29
Holders Change %
+6.2%
% of All Funds
10.77%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
73
Increased
172
Reduced
147
Closed
38
Calls
$1.17M
Puts
$1.28M
Net Calls
-$118K
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Shares
Change %
WIC
351
Whitegate Investment Counselors
New Hampshire
$227K -$2.21K -30 -1%
ATIA
352
American Trust Investment Advisors
New Hampshire
$225K -$11.8K -160 -5%
WT
353
Whittier Trust
California
$223K
SCM
354
SOL Capital Management
Maryland
$221K +$221K +2,990 New
QCM
355
Quest Capital Management
Texas
$220K +$220K +2,986 New
CL
356
Choreo LLC
Illinois
$216K -$23.7K -322 -10%
OIA
357
OneDigital Investment Advisors
Kansas
$216K +$216K +2,922 New
BS
358
Boenning & Scattergood
Pennsylvania
$214K +$214K +2,906 New
SFPM
359
Sensible Financial Planning & Management
Massachusetts
$213K +$213K +2,888 New
CAPTRUST Financial Advisors
360
CAPTRUST Financial Advisors
North Carolina
$212K +$47.2K +640 +29%
MI
361
Moneywise Inc
Virginia
$212K +$212K +2,812 New
W
362
Wealthquest
Ohio
$211K
CAN
363
Claraphi Advisory Network
United States
$211K +$211K +2,866 New
FA
364
Fiducient Advisors
Illinois
$210K +$210K +2,842 New
ACI
365
Alpha Cubed Investments
California
$207K -$198K -2,688 -49%
GC
366
Garde Capital
Washington
$204K +$204K +2,772 New
MWM
367
Modera Wealth Management
New Jersey
$203K -$40.9K -556 -17%
SIC
368
Sigma Investment Counselors
Michigan
$203K +$203K +2,748 New
SS
369
Simplicity Solutions
Minnesota
$202K -$229K -3,100 -53%
BBNA
370
Bremer Bank National Association
Minnesota
$196K +$196K +2,542 New
BEI
371
Benjamin Edwards Inc
Missouri
$184K +$184K +2,488 New
LWANC
372
Laurel Wealth Advisors (North Carolina)
North Carolina
$182K
AIC
373
Archer Investment Corporation
Indiana
$176K
VFA
374
Valeo Financial Advisors
Indiana
$169K +$21.3K +290 +14%
NFG
375
Next Financial Group
Texas
$147K -$952K -12,868 -87%