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iShares S&P Small-Cap 600 Value ETF

471 hedge funds and large institutions have $2.84B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 204 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
9.68%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.31%
New
47
Increased
139
Reduced
204
Closed
53
Calls
$361K
Puts
$1.43M
Net Calls
-$1.07M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
351
Arcadia Investment Advisors
Idaho
$217K -$241 -4 -0.1%
RFWA
352
RPg Family Wealth Advisory
Massachusetts
$214K -$23.4K -388 -10%
LC
353
LCNB Corp
Ohio
$213K +$213K +3,536 New
HSA
354
HBK Sorce Advisory
Pennsylvania
$212K -$838K -13,914 -80%
UR
355
USCA RIA
Texas
$211K -$128K -2,126 -38%
WC
356
Weil Company
California
$209K +$209K +3,474 New
AP
357
Advisor Partners
California
$205K +$205K +3,402 New
Verition Fund Management
358
Verition Fund Management
Connecticut
$202K -$331K -5,490 -62%
BCWM
359
Bartlett & Co Wealth Management
Ohio
$198K +$198K +3,294 New
EW
360
Element Wealth
Mississippi
$198K -$68.1K -1,130 -26%
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$198K +$4.84K +82 +3%
BC
362
Bartlett & Co
Ohio
$198K +$198K +3,294 New
SSB
363
Sandy Spring Bank
Maryland
$190K -$66.1K -1,098 -26%
HR
364
Howe & Rusling
New York
$181K +$22.3K +370 +14%
SBSB
365
Sullivan, Bruyette, Speros & Blaney
Virginia
$175K +$38.6K +640 +28%
VFA
366
Valeo Financial Advisors
Indiana
$165K -$88.1K -1,468 -35%
BWA
367
BDO Wealth Advisors
Florida
$165K -$4.93K -82 -3%
FP
368
Financial Perspectives
Minnesota
$152K +$120 +2 +0.1%
AP
369
Atwood & Palmer
Missouri
$143K
MFT
370
Moisand Fitzgerald Tamayo
Florida
$134K -$12.3K -204 -8%
GWM
371
Geneos Wealth Management
Colorado
$132K -$87.6K -1,542 -40%
CA
372
Clearstead Advisors
Ohio
$127K -$1.8K -30 -1%
JPLA
373
Joseph P. Lucia & Associates
New York
$121K
EW
374
Evoke Wealth
California
$114K
PO
375
Private Ocean
California
$109K