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iShares S&P Small-Cap 600 Value ETF

481 hedge funds and large institutions have $2.65B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.35%
New
44
Increased
162
Reduced
190
Closed
113
Calls
$290K
Puts
$2.1M
Net Calls
-$1.81M
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
BP
351
BBR Partners
New York
$206K +$75.1K +1,504 +57%
WT
352
Whittier Trust
California
$202K -$29.9K -598 -13%
VNA
353
Valley National Advisers
Pennsylvania
$198K
RFWA
354
RPg Family Wealth Advisory
Massachusetts
$197K
DWA
355
Dougherty Wealth Advisers
Minnesota
$191K
GWM
356
Geneos Wealth Management
Colorado
$189K -$28.6K -586 -13%
BC
357
Barnett & Company
Tennessee
$188K
BW
358
Bison Wealth
Georgia
$187K +$42.3K +846 +29%
GTAM
359
Global Trust Asset Management
Florida
$181K -$176K -3,528 -49%
AIA
360
Arcadia Investment Advisors
Idaho
$181K -$100 -2 -0.1%
CCM
361
Covington Capital Management
California
$177K +$177K +3,540 New
HIA
362
Harbor Investment Advisory
Maryland
$160K +$30.5K +610 +24%
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$152K +$186 +4 +0.1%
BWA
364
BDO Wealth Advisors
Florida
$141K -$229K -4,586 -62%
HR
365
Howe & Rusling
New York
$132K
AIC
366
Ameritas Investment Company
Nebraska
$128K +$199 +4 +0.2%
FP
367
Financial Perspectives
Minnesota
$126K +$300 +6 +0.2%
MFT
368
Moisand Fitzgerald Tamayo
Florida
$122K -$22.8K -454 -16%
AP
369
Atwood & Palmer
Missouri
$118K
SWA
370
Stratos Wealth Advisors
Ohio
$117K +$117K +2,334 New
SBSB
371
Sullivan, Bruyette, Speros & Blaney
Virginia
$113K +$799 +16 +0.7%
Kayne Anderson Rudnick Investment Management
372
Kayne Anderson Rudnick Investment Management
California
$113K +$112K +2,244 +16,029%
Deutsche Bank
373
Deutsche Bank
Germany
$111K +$81.3K +1,626 +274%
FHA
374
First Horizon Advisors
Tennessee
$110K
CA
375
Clearstead Advisors
Ohio
$107K +$107K +2,148 New