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iShares S&P Small-Cap 600 Value ETF

556 hedge funds and large institutions have $4.24B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 181 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+61
Holders Change %
+12.32%
% of All Funds
10.98%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.69%
New
94
Increased
175
Reduced
181
Closed
28
Calls
$710K
Puts
$643K
Net Calls
+$67K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$263K +$28.5K +354 +12%
OWA
402
Outlook Wealth Advisors
Texas
$262K -$1.93K -24 -0.7%
IWM
403
IHT Wealth Management
Illinois
$259K -$7.88K -98 -3%
Neuberger Berman Group
404
Neuberger Berman Group
New York
$252K +$252K +3,130 New
IA
405
IFG Advisory
Georgia
$251K
MCP
406
Mirador Capital Partners
California
$249K
ST
407
Spinnaker Trust
Maine
$247K -$47.3K -590 -16%
ATIA
408
American Trust Investment Advisors
New Hampshire
$246K
JWM
409
JGP Wealth Management
Oregon
$242K +$7.87K +98 +3%
QCM
410
Quest Capital Management
Texas
$240K
PCG
411
Private Capital Group
Connecticut
$239K -$4.81K -60 -2%
CL
412
Choreo LLC
Illinois
$235K +$1.77K +22 +0.8%
BW
413
Bison Wealth
Georgia
$233K +$233K +2,894 New
MFT
414
Moisand Fitzgerald Tamayo
Florida
$232K +$161 +2 +0.1%
TPA
415
Trivium Point Advisory
Connecticut
$230K
SIC
416
Sigma Investment Counselors
Michigan
$229K +$8.04K +100 +4%
APA
417
American Portfolios Advisors
New York
$227K -$2.03M -25,286 -90%
Mercer Global Advisors
418
Mercer Global Advisors
Colorado
$226K -$106K -1,316 -32%
IWC
419
Integrated Wealth Concepts
Massachusetts
$223K +$7.57K +94 +4%
SCM
420
SOL Capital Management
Maryland
$220K -$31.3K -390 -12%
FA
421
Fiducient Advisors
Illinois
$219K
MCWS
422
McKinley Carter Wealth Services
West Virginia
$214K
HR
423
Howe & Rusling
New York
$212K
BP
424
BBR Partners
New York
$211K +$211K +2,622 New
FWM
425
Frontier Wealth Management
Missouri
$210K -$449K -5,600 -68%