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iShares S&P Small-Cap 600 Value ETF

495 hedge funds and large institutions have $4.03B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.64%
New
50
Increased
159
Reduced
167
Closed
32
Calls
$887K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
+$554K
Name Holding Trade Value Shares
Change
Shares
Change %
S
351
SimplyRich
California
$251K -$4.35K -58 -2%
TFS
352
TrustCore Financial Services
Tennessee
$251K +$45.1K +600 +22%
TI
353
Truepoint Inc
Ohio
$250K
SWM
354
SeaCrest Wealth Management
New York
$250K +$150 +2 +0.1%
IWM
355
IHT Wealth Management
Illinois
$249K -$29.9K -398 -11%
First Trust Advisors
356
First Trust Advisors
Illinois
$248K +$23.1K +308 +10%
WIC
357
Whitegate Investment Counselors
New Hampshire
$247K +$11.9K +158 +5%
OWA
358
Outlook Wealth Advisors
Texas
$247K +$247K +3,284 New
SC
359
SouthState Corp
Florida
$244K -$170K -2,262 -41%
OIA
360
OneDigital Investment Advisors
Kansas
$241K +$3.01K +40 +1%
AIC
361
Ameritas Investment Company
Nebraska
$237K +$237K +3,152 New
SCM
362
SOL Capital Management
Maryland
$235K
IA
363
IFG Advisory
Georgia
$234K -$7.88M -105,272 -97%
MCP
364
Mirador Capital Partners
California
$233K
CFGS
365
Concourse Financial Group Securities
Alabama
$229K -$327K -4,360 -59%
PCG
366
Private Capital Group
Connecticut
$229K -$43.8K -582 -16%
FA
367
Fortis Advisors
Pennsylvania
$229K -$25.2K -334 -10%
ATIA
368
American Trust Investment Advisors
New Hampshire
$229K
QCM
369
Quest Capital Management
Texas
$224K
FTIOP
370
Fiduciary Trust International of Pennsylvania
Pennsylvania
$221K +$221K +2,932 New
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$219K -$72.4K -964 -25%
FFN
372
Focus Financial Network
Minnesota
$218K -$523K -6,960 -71%
CL
373
Choreo LLC
Illinois
$218K -$3.16K -42 -1%
MFT
374
Moisand Fitzgerald Tamayo
Florida
$217K +$4.06K +54 +2%
W
375
Wealthquest
Ohio
$215K