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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 %
S
401
SignatureFD
Georgia
$44K +$36.7K +560 +500%
LPWM
402
Lake Point Wealth Management
Texas
$44K +$44K +670 New
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$42K
GAM
404
Gemmer Asset Management
California
$40K
SAM
405
Shamrock Asset Management
Texas
$39K -$304K -4,650 -89%
RCA
406
Rowland Carmichael Advisors
Arizona
$38K
FCA
407
FinTrust Capital Advisors
South Carolina
$37K +$37K +560 New
MG
408
MilWealth Group
Wisconsin
$36.5K +$36.5K +554 New
ONST
409
Old North State Trust
North Carolina
$34K
RFA
410
Reilly Financial Advisors
California
$33K
Bessemer Group
411
Bessemer Group
New Jersey
$33K
UBS AM
412
UBS AM
Illinois
$31.8K +$4.62K +70 +17%
BWP
413
Baldwin Wealth Partners
Massachusetts
$28K
OIA
414
Optimum Investment Advisors
Illinois
$28K
CHP
415
Cable Hill Partners
Oregon
$28K +$28K +432 New
MOS
416
MGO One Seven
Ohio
$26K +$26K +400 New
WAM
417
Watermark Asset Management
California
$25K +$132 +2 +0.5%
DOA
418
D'Orazio & Associates
Virginia
$24K +$24K +362 New
BOPW
419
Brandywine Oak Private Wealth
Pennsylvania
$23K +$23K +354 New
CWA
420
Clarus Wealth Advisors
Arizona
$21K +$130 +2 +0.6%
HI
421
Human Investing
Oregon
$21K +$21K +312 New
JWA
422
JFS Wealth Advisors
Pennsylvania
$20K -$3.97K -60 -17%
CFN
423
Cordasco Financial Network
Florida
$19K
SFSIG
424
San Francisco Sentry Investment Group
California
$17K
KL
425
KWMG LLC
Kansas
$17K