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iShares S&P Small-Cap 600 Value ETF

481 hedge funds and large institutions have $2.65B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.35%
New
44
Increased
162
Reduced
190
Closed
113
Calls
$290K
Puts
$2.1M
Net Calls
-$1.81M
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
401
MV Capital Management
Maryland
$43K -$2.85M -57,324 -99%
First Manhattan
402
First Manhattan
New York
$43K +$5.45K +110 +15%
WEC
403
Winslow Evans & Crocker
Massachusetts
$42K -$1.02K -20 -2%
SMG
404
Spectrum Management Group
Indiana
$42K
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$42K
CTC
406
Central Trust Company
Missouri
$42K +$3.72K +74 +10%
BFC
407
Bedel Financial Consulting
Indiana
$41K -$6.09K -122 -13%
HF
408
Halpern Financial
Virginia
$40.1K -$459K -9,188 -92%
TL
409
TrueWealth LLC
Georgia
$40K
FRA
410
Front Row Advisors
California
$40K
GAM
411
Gemmer Asset Management
California
$39K
CG
412
Cutler Group
California
$39K +$19.5K +400 +101%
LWA
413
Lenox Wealth Advisors
New York
$37K
OFG
414
Oxford Financial Group
Indiana
$35K +$35K +702 New
CWC
415
Carolinas Wealth Consulting
North Carolina
$33K -$96.6K -1,926 -75%
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$32K
RCA
417
Rowland Carmichael Advisors
Arizona
$32K +$2.73K +54 +9%
SWA
418
Sutton Wealth Advisors
Florida
$28.8K -$19.3K -386 -40%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$26K -$20.3K -414 -44%
ONST
420
Old North State Trust
North Carolina
$26K
GIP
421
Granite Investment Partners
California
$24K -$313 -6 -1%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$23K +$23K +454 New
DWM
423
Darwin Wealth Management
Florida
$22K +$22K +450 New
RFA
424
Reilly Financial Advisors
California
$19K
GFPC
425
Global Financial Private Client
Florida
$18.7K