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iShares S&P Small-Cap 600 Value ETF

468 hedge funds and large institutions have $3.24B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 150 increasing their positions, 153 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.44%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
82
Increased
150
Reduced
153
Closed
76
Calls
$2.81M
Puts
$620K
Net Calls
+$2.19M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
MMG
376
Monetary Management Group
Missouri
$73K
DWM
377
Destination Wealth Management
California
$73K +$791 +12 +1%
DSC
378
Duncker Streett & Co
Missouri
$72K
EWM
379
Executive Wealth Management
Michigan
$71K +$71K +1,068 New
LWM
380
Lenox Wealth Management
Ohio
$65K
NWM
381
Northwest Wealth Management
Iowa
$64K -$4.37K -66 -6%
SWA
382
Sutton Wealth Advisors
Florida
$63.4K
BFC
383
Bedel Financial Consulting
Indiana
$63K -$1.72K -26 -3%
QCG
384
Quadrant Capital Group
Ohio
$63K
TWA
385
TCI Wealth Advisors
Arizona
$60K
PB
386
Pinnacle Bancorp
Nebraska
$58K +$58K +880 New
CDIA
387
Capital Directions Investment Advisors
Georgia
$57K
EFSCE
388
Enterprise Financial Services Corp (EFSC)
Missouri
$55K -$26.2K -398 -32%
PFBT
389
Parkside Financial Bank & Trust
Missouri
$54K +$54K +826 New
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$53K -$21.7K -332 -29%
TL
391
TrueWealth LLC
Georgia
$53K
CTC
392
Central Trust Company
Missouri
$53K +$2.77K +42 +6%
First Manhattan
393
First Manhattan
New York
$53K +$7.08K +108 +15%
DWM
394
Doyle Wealth Management
Florida
$52K +$52K +796 New
PWMG
395
Prestige Wealth Management Group
New Jersey
$51K +$51K +774 New
WEC
396
Winslow Evans & Crocker
Massachusetts
$46K -$22.6K -340 -33%
OC
397
Oakworth Capital
Alabama
$46K -$9.2K -140 -17%
FRA
398
Front Row Advisors
California
$46K
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$46K +$131 +2 +0.3%
APSP
400
Asset Planning Services (Pennsylvania)
Pennsylvania
$46K +$133 +2 +0.3%