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iShares S&P Small-Cap 600 Value ETF

497 hedge funds and large institutions have $3.75B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 172 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+29
Holders Change %
+6.2%
% of All Funds
10.77%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
73
Increased
172
Reduced
147
Closed
38
Calls
$1.17M
Puts
$1.28M
Net Calls
-$118K
Net Calls Change
-$2.31M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
426
Executive Wealth Management
Michigan
$35K -$44.5K -598 -56%
GIP
427
Granite Investment Partners
California
$35K +$35K +460 New
BWP
428
Baldwin Wealth Partners
Massachusetts
$32K
WCG
429
Weaver Consulting Group
California
$32K +$32K +438 New
Rockefeller Capital Management
430
Rockefeller Capital Management
New York
$26K +$26K +356 New
PCMK
431
Paragon Capital Management (Kansas)
Kansas
$25K +$25K +340 New
TC
432
Truvestments Capital
Florida
$25K +$25K +340 New
CHP
433
Cable Hill Partners
Oregon
$24K -$8.4K -112 -26%
CWA
434
Clarus Wealth Advisors
Arizona
$24K +$148 +2 +0.6%
JWA
435
JFS Wealth Advisors
Pennsylvania
$22K
CFN
436
Cordasco Financial Network
Florida
$21K
SIAP
437
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K
CICI
438
Capital Investment Counsel Inc
North Carolina
$20K +$20K +268 New
KL
439
KWMG LLC
Kansas
$19K
SFSIG
440
San Francisco Sentry Investment Group
California
$19K
LWA
441
Lenox Wealth Advisors
New York
$18K +$18K +250 New
CIAS
442
Capital Investment Advisory Services
North Carolina
$17K
KFS
443
Kelly Financial Services
Massachusetts
$16.6K +$16.6K +226 New
GWA
444
Guidant Wealth Advisors
Illinois
$16K
AIP
445
Ameritas Investment Partners
Nebraska
$15K
FCB
446
First Command Bank
Texas
$14K
FCFS
447
First Command Financial Services
Texas
$14K
CCM
448
Cribstone Capital Management
Maine
$14K
BCI
449
Brinker Capital Investments
Pennsylvania
$14K +$9.86K +138 +238%
CBT
450
Central Bank & Trust
Kentucky
$13K