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iShares S&P Small-Cap 600 Value ETF

482 hedge funds and large institutions have $3.7B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-15
Holders Change %
-3.02%
% of All Funds
10.49%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
30
Increased
185
Reduced
155
Closed
38
Calls
$1.14M
Puts
$2.72M
Net Calls
-$1.58M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
351
Whittier Trust
California
$225K
First Trust Advisors
352
First Trust Advisors
Illinois
$222K -$31.8K -428 -13%
QCM
353
Quest Capital Management
Texas
$222K
CL
354
Choreo LLC
Illinois
$219K +$596 +8 +0.3%
SB
355
Simmons Bank
Arkansas
$217K -$77.3K -1,040 -26%
SW
356
SVB Wealth
Massachusetts
$215K +$215K +2,892 New
W
357
Wealthquest
Ohio
$213K
MFT
358
Moisand Fitzgerald Tamayo
Florida
$210K -$50.1K -676 -19%
BS
359
Boenning & Scattergood
Pennsylvania
$206K -$10.3K -138 -5%
GC
360
Garde Capital
Washington
$206K
MWM
361
Modera Wealth Management
New Jersey
$205K +$297 +4 +0.1%
SIC
362
Sigma Investment Counselors
Michigan
$204K
TFS
363
TrustCore Financial Services
Tennessee
$204K +$199K +2,670 +3,814%
JWM
364
JGP Wealth Management
Oregon
$203K +$203K +2,730 New
FA
365
Fiducient Advisors
Illinois
$202K -$9.06K -122 -4%
BEI
366
Benjamin Edwards Inc
Missouri
$202K +$17.1K +230 +9%
HR
367
Howe & Rusling
New York
$196K -$48.5K -652 -20%
BAM
368
Belpointe Asset Management
Nevada
$195K +$195K +2,628 New
PMFA
369
Plante Moran Financial Advisors
Michigan
$191K -$1.72M -23,152 -90%
AIC
370
Archer Investment Corporation
Indiana
$177K
PA
371
Parallel Advisors
California
$153K +$150K +2,020 +5,050%
MWP
372
MYCIO Wealth Partners
Pennsylvania
$152K +$152K +2,040 New
CTB
373
Country Trust Bank
Illinois
$137K
PO
374
Private Ocean
California
$135K +$148 +2 +0.1%
JGIA
375
Jackson Grant Investment Advisers
Connecticut
$126K +$446 +6 +0.4%