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iShares S&P Small-Cap 600 Value ETF

497 hedge funds and large institutions have $3.75B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 172 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+29
Holders Change %
+6.2%
% of All Funds
10.77%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
73
Increased
172
Reduced
147
Closed
38
Calls
$1.17M
Puts
$1.28M
Net Calls
-$118K
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Shares
Change %
NFH
376
NEXT Financial Holdings
Texas
$147K +$147K +1,986 New
CTB
377
Country Trust Bank
Illinois
$136K
PO
378
Private Ocean
California
$134K +$14.9K +202 +12%
JGIA
379
Jackson Grant Investment Advisers
Connecticut
$125K +$444 +6 +0.4%
PFO
380
Pathstone Family Office
New Jersey
$118K +$29.9K +404 +34%
CBT
381
Capital Bank & Trust
California
$111K -$32.1K -436 -22%
AIM
382
Advantage Investment Management
Iowa
$105K -$2.94K -40 -3%
FPS
383
Fieldpoint Private Securities
Connecticut
$97K
FHA
384
Flagship Harbor Advisors
Massachusetts
$97K +$7.3K +100 +8%
CFA
385
Carroll Financial Associates
North Carolina
$92K
SSW
386
Smith Shellnut Wilson
Mississippi
$89K +$89K +1,208 New
WEC
387
Winslow Evans & Crocker
Massachusetts
$88K +$36K +480 +69%
WAP
388
Wealthcare Advisory Partners
Pennsylvania
$82K +$30.5K +414 +59%
RWG
389
Regal Wealth Group
California
$82K +$82K +1,108 New
DSC
390
Duncker Streett & Co
Missouri
$81K
MMG
391
Monetary Management Group
Missouri
$81K
Bessemer Group
392
Bessemer Group
New Jersey
$80K +$43.1K +584 +117%
LWM
393
Lenox Wealth Management
Ohio
$72K
BlackRock
394
BlackRock
New York
$71K -$25.4K -346 -26%
NWM
395
Northwest Wealth Management
Iowa
$71K
SWA
396
Sutton Wealth Advisors
Florida
$71K
BFC
397
Bedel Financial Consulting
Indiana
$70K
QCG
398
Quadrant Capital Group
Ohio
$69K
FPFS
399
First Personal Financial Services
North Carolina
$68K +$68K +926 New
TWA
400
TCI Wealth Advisors
Arizona
$67K