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iShares S&P Small-Cap 600 Value ETF

556 hedge funds and large institutions have $4.24B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 181 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+61
Holders Change %
+12.32%
% of All Funds
10.98%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.69%
New
94
Increased
175
Reduced
181
Closed
28
Calls
$710K
Puts
$643K
Net Calls
+$67K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
351
Vivaldi Capital Management
Illinois
$363K
PWS
352
Private Wealth Strategies
Ohio
$362K +$362K +4,504 New
CMO
353
Covenant Multifamily Offices
Texas
$358K +$144K +2,382 +68%
GWM
354
Geneos Wealth Management
Colorado
$356K -$21.3K -266 -6%
CIA
355
Capital Investment Advisors
Georgia
$356K +$1.13K +14 +0.3%
9WM
356
9258 Wealth Management
Ohio
$356K +$64.9K +808 +22%
TIM
357
Thompson Investment Management
Wisconsin
$353K -$44.2K -550 -11%
RM
358
Resource Management
Louisiana
$350K +$2.74K +34 +0.8%
Betterment LLC
359
Betterment LLC
New York
$350K +$4.5K +56 +1%
SFPM
360
Sensible Financial Planning & Management
Massachusetts
$349K
VFA
361
Valeo Financial Advisors
Indiana
$346K -$7.08K -88 -2%
BZWA
362
Blue Zone Wealth Advisors
California
$346K +$346K +4,300 New
HW
363
Hancock Whitney
Mississippi
$341K +$341K +4,238 New
MBT
364
Montecito Bank & Trust
California
$338K -$349K -4,340 -51%
RIA
365
Realta Investment Advisors
Delaware
$338K -$6.44K -82 -2%
TFS
366
TrustCore Financial Services
Tennessee
$334K +$65.3K +812 +24%
WGCA
367
Wolf Group Capital Advisors
Virginia
$333K -$42.7K -530 -11%
AllianceBernstein
368
AllianceBernstein
Tennessee
$333K
CIR
369
Clear Investment Research
Georgia
$332K -$10.3K -128 -3%
FFN
370
Focus Financial Network
Minnesota
$331K +$97.9K +1,218 +42%
JA
371
JOYN Advisors
Georgia
$331K -$226K -2,820 -41%
ATPW
372
Ashton Thomas Private Wealth
Arizona
$322K +$322K +4,010 New
VNA
373
Valley National Advisers
Pennsylvania
$319K
VCP
374
Vista Capital Partners
Oregon
$319K
RFWA
375
RPg Family Wealth Advisory
Massachusetts
$317K -$4.66K -58 -1%