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

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

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$10.4M
2
WSFS
Wilmington Savings Fund Society
Delaware
+$8.38M
3
COI
Connable Office Inc
Michigan
+$7.96M
4
Morgan Stanley
Morgan Stanley
New York
+$6M
5
TRCT
Tower Research Capital (TRC)
New York
+$3.94M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$145M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$68.7M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.3M
4
Wells Fargo
Wells Fargo
California
-$18.2M
5
PS
Portfolio Solutions
Michigan
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
376
Global Retirement Partners
California
$107K -$198K -3,274 -65%
JGIA
377
Jackson Grant Investment Advisers
Connecticut
$104K +$481 +8 +0.5%
CCM
378
Covington Capital Management
California
$101K -$112K -1,860 -53%
PMFA
379
Plante Moran Financial Advisors
Michigan
$100K – – –
CDIA
380
Capital Directions Investment Advisors
Georgia
$99K +$34.5K +502 +54%
AWM
381
AllSquare Wealth Management
New York
$97K +$97K +1,612 New
CTB
382
Country Trust Bank
Illinois
$93K -$18.1K -300 -16%
TCOV
383
Trust Company of Vermont
Vermont
$93K +$93K +1,546 New
RIM
384
Rockbridge Investment Management
New York
$91K +$91K +1,512 New
AIC
385
Archer Investment Corporation
Indiana
$89.8K -$2.89K -48 -3%
BW
386
Bison Wealth
Georgia
$84K -$141K -2,346 -63%
CFD
387
Creative Financial Designs
Indiana
$81K +$81K +1,346 New
IRAG
388
Investment Research & Advisory Group
Georgia
$78K – – –
SSW
389
Smith Shellnut Wilson
Mississippi
$74K – – –
PFO
390
Pathstone Family Office
New Jersey
$73K +$239 +4 +0.3%
HCA
391
Heck Capital Advisors
Wisconsin
$72.6K -$55.6K -924 -43%
HF
392
Halpern Financial
Virginia
$70.2K +$21.9K +364 +45%
CI
393
Cordant Inc
Oregon
$68K – – –
FNBOSM
394
First National Bank of South Miami
Florida
$66K -$313K -5,210 -83%
DSC
395
Duncker Streett & Co
Missouri
$66K – – –
LWANC
396
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K +$241 +4 +0.4%
CFA
397
Carroll Financial Associates
North Carolina
$57K – – –
TWA
398
TCI Wealth Advisors
Arizona
$55K – – –
MIM
399
Macroview Investment Management
Maryland
$53K -$841 -14 -2%
OC
400
Oakworth Capital
Alabama
$53K – – –
14 15
16
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