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iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
401
Belpointe Asset Management
Nevada
$110K -$86.7K -1,158 -44%
AIM
402
Advantage Investment Management
Iowa
$105K
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$99K +$14.9K +198 +18%
SSW
404
Smith Shellnut Wilson
Mississippi
$92K
PFO
405
Pathstone Family Office
New Jersey
$90K -$29.5K -394 -25%
MMG
406
Monetary Management Group
Missouri
$83K
RWG
407
Regal Wealth Group
California
$81K -$2.71K -36 -3%
FHA
408
Flagship Harbor Advisors
Massachusetts
$77K -$2.1K -28 -3%
SWA
409
Sutton Wealth Advisors
Florida
$72.2K
QCG
410
Quadrant Capital Group
Ohio
$72K
BFC
411
Bedel Financial Consulting
Indiana
$71K -$8.27K -110 -10%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$71K +$8.88K +118 +14%
FPFS
413
First Personal Financial Services
North Carolina
$70K
BlackRock
414
BlackRock
New York
$69K -$3.77K -50 -5%
TWA
415
TCI Wealth Advisors
Arizona
$68K
PB
416
Pinnacle Bancorp
Nebraska
$67K -$1.06K -14 -2%
OC
417
Oakworth Capital
Alabama
$67K
WEC
418
Winslow Evans & Crocker
Massachusetts
$66K
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$63K -$204K -2,700 -76%
SMG
420
Spectrum Management Group
Indiana
$63K
TL
421
TrueWealth LLC
Georgia
$61K
First Manhattan
422
First Manhattan
New York
$60K
GAM
423
Gemmer Asset Management
California
$58K +$12.5K +166 +27%
CTC
424
Central Trust Company
Missouri
$57K
LWA
425
Lenox Wealth Advisors
New York
$56K +$37.1K +490 +196%