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iShares S&P Small-Cap 600 Value ETF

476 hedge funds and large institutions have $2.9B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+5
Holders Change %
+1.06%
% of All Funds
9.63%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
46
Increased
145
Reduced
191
Closed
35
Calls
$992K
Puts
$587K
Net Calls
+$405K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
351
Advisor Partners
California
$208K -$367 -6 -0.2%
LI
352
LVZ Inc
Michigan
$207K +$207K +3,374 New
MWM
353
Modera Wealth Management
New Jersey
$206K -$36.5K -596 -15%
WT
354
Whittier Trust
California
$205K -$42.1K -688 -17%
S
355
SimplyRich
California
$204K +$204K +3,334 New
BC
356
Bartlett & Co
Ohio
$202K
EW
357
Element Wealth
Mississippi
$202K +$857 +14 +0.4%
BCWM
358
Bartlett & Co Wealth Management
Ohio
$202K
RWB
359
RMR Wealth Builders
New Jersey
$201K +$201K +3,292 New
RFWA
360
RPg Family Wealth Advisory
Massachusetts
$190K -$28.2K -460 -13%
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$188K -$20.6K -332 -10%
HR
362
Howe & Rusling
New York
$184K
SSB
363
Sandy Spring Bank
Maryland
$180K -$12.7K -208 -7%
SBSB
364
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K
BWA
365
BDO Wealth Advisors
Florida
$168K
FA
366
Fiducient Advisors
Illinois
$166K +$166K +308,862 New
VFA
367
Valeo Financial Advisors
Indiana
$154K -$13.7K -224 -8%
FP
368
Financial Perspectives
Minnesota
$151K -$4.28K -70 -3%
AP
369
Atwood & Palmer
Missouri
$145K
GWM
370
Geneos Wealth Management
Colorado
$138K
MFT
371
Moisand Fitzgerald Tamayo
Florida
$137K +$245 +4 +0.2%
CA
372
Clearstead Advisors
Ohio
$130K
QCG
373
Quadrant Capital Group
Ohio
$126K -$122K -2,002 -49%
JWM
374
Jeppson Wealth Management
California
$122K +$122K +2,000 New
CFD
375
Creative Financial Designs
Indiana
$115K +$32.8K +538 +40%