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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 %
PO
376
Private Ocean
California
$112K
GRP
377
Global Retirement Partners
California
$106K -$2.58K -42 -2%
JGIA
378
Jackson Grant Investment Advisers
Connecticut
$106K +$488 +8 +0.5%
PMFA
379
Plante Moran Financial Advisors
Michigan
$102K
AWM
380
AllSquare Wealth Management
New York
$99K
TCOV
381
Trust Company of Vermont
Vermont
$95K
CTB
382
Country Trust Bank
Illinois
$95K
AA
383
Advisory Alpha
Michigan
$80K -$473K -7,154 -86%
RIM
384
Rockbridge Investment Management
New York
$80K -$12.3K -202 -13%
BW
385
Bison Wealth
Georgia
$79K -$6.24K -102 -7%
IRAG
386
Investment Research & Advisory Group
Georgia
$79K
AIC
387
Archer Investment Corporation
Indiana
$75.9K -$15.4K -252 -17%
PFO
388
Pathstone Family Office
New Jersey
$75K +$367 +6 +0.5%
CI
389
Cordant Inc
Oregon
$69K
DSC
390
Duncker Streett & Co
Missouri
$67K
LWANC
391
Laurel Wealth Advisors (North Carolina)
North Carolina
$65K +$243 +4 +0.4%
HCA
392
Heck Capital Advisors
Wisconsin
$64.9K -$8.94K -146 -12%
CFA
393
Carroll Financial Associates
North Carolina
$58K
CDIA
394
Capital Directions Investment Advisors
Georgia
$57K -$30.5K -502 -35%
TWA
395
TCI Wealth Advisors
Arizona
$56K
FRA
396
Front Row Advisors
California
$55K +$27.5K +700 +100%
MIM
397
Macroview Investment Management
Maryland
$54K +$244 +4 +0.5%
FHA
398
Flagship Harbor Advisors
Massachusetts
$53K
OC
399
Oakworth Capital
Alabama
$53K
SMG
400
Spectrum Management Group
Indiana
$52K