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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

495 hedge funds and large institutions have $4.03B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.64%
New
50
Increased
159
Reduced
167
Closed
32
Calls
$887K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
+$554K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$226M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$965M
3
AG
3
Advisor Group
Arizona
$56M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$38.6M
5
NFG
5
Noven Financial Group
Colorado
$23.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$73.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$46.8M
3
NP
3
NorthRock Partners
Minnesota
$8.17M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.57M
5
IA
5
IFG Advisory
Georgia
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
376
JGP Wealth Management
Oregon
$212K +$13.4K +184 +7%
GC
377
Garde Capital
Washington
$208K – – –
TPA
378
Trivium Point Advisory
Connecticut
$207K -$277K -3,818 -57%
SIC
379
Sigma Investment Counselors
Michigan
$206K – – –
FA
380
Fiducient Advisors
Illinois
$204K – – –
DC
381
Davenport & Co
Virginia
$203K -$25.7K -346 -11%
TAM
382
Trillium Asset Management
Massachusetts
$202K +$202K +2,684 New
IWC
383
Integrated Wealth Concepts
Massachusetts
$201K +$201K +2,674 New
MCWS
384
McKinley Carter Wealth Services
West Virginia
$200K -$422K -5,624 -68%
HR
385
Howe & Rusling
New York
$198K – – –
SBSB
386
Sullivan, Bruyette, Speros & Blaney
Virginia
$195K +$195K +2,600 New
AIC
387
Archer Investment Corporation
Indiana
$179K – – –
AP
388
Atwood & Palmer
Missouri
$178K +$178K +2,372 New
MWP
389
MYCIO Wealth Partners
Pennsylvania
$153K – – –
EW
390
Evoke Wealth
California
$143K +$143K +1,900 New
CTB
391
Country Trust Bank
Illinois
$138K – – –
PO
392
Private Ocean
California
$137K – – –
LWANC
393
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K -$110K -1,472 -46%
JPLA
394
Joseph P. Lucia & Associates
New York
$130K +$15K +200 +13%
FPS
395
Fieldpoint Private Securities
Connecticut
$128K – – –
JGIA
396
Jackson Grant Investment Advisers
Connecticut
$128K +$602 +8 +0.5%
RWA
397
Ropes Wealth Advisors
Massachusetts
$128K +$128K +1,700 New
BEI
398
Benjamin Edwards Inc
Missouri
$121K -$83K -1,106 -41%
CG
399
Cutler Group
California
$120K +$120K +1,598 New
CAN
400
Claraphi Advisory Network
United States
$118K +$118K +1,572 New
14 15
16
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