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iShares S&P Small-Cap 600 Value ETF

482 hedge funds and large institutions have $3.7B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-15
Holders Change %
-3.02%
% of All Funds
10.49%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
30
Increased
185
Reduced
155
Closed
38
Calls
$1.14M
Puts
$2.72M
Net Calls
-$1.58M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
IA
426
IndexIQ Advisors
New York
$26K +$26K +356 New
PCMK
427
Paragon Capital Management (Kansas)
Kansas
$25K
TC
428
Truvestments Capital
Florida
$25K
CWA
429
Clarus Wealth Advisors
Arizona
$24K +$147 +2 +0.6%
LA
430
Legacy Advisors
Pennsylvania
$24K +$18.8K +250 +357%
WCG
431
Weaver Consulting Group
California
$22K -$11K -146 -33%
JWA
432
JFS Wealth Advisors
Pennsylvania
$22K
CFN
433
Cordasco Financial Network
Florida
$21K
MF
434
Manchester Financial
California
$21K +$21K +284 New
CICI
435
Capital Investment Counsel Inc
North Carolina
$20K
SIAP
436
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K
SFSIG
437
San Francisco Sentry Investment Group
California
$19K
LWA
438
Lenox Wealth Advisors
New York
$19K
MWC
439
MKD Wealth Coaches
Michigan
$18K +$18K +236 New
CIAS
440
Capital Investment Advisory Services
North Carolina
$17K
KFS
441
Kelly Financial Services
Massachusetts
$16.8K
GWA
442
Guidant Wealth Advisors
Illinois
$16K
AIP
443
Ameritas Investment Partners
Nebraska
$15K
SFSG
444
Stearns Financial Services Group
North Carolina
$15K +$15K +202 New
FCB
445
First Command Bank
Texas
$14K
CCM
446
Cribstone Capital Management
Maine
$14K
FCFS
447
First Command Financial Services
Texas
$14K
AssetMark Inc
448
AssetMark Inc
California
$13K
LWM
449
Lenox Wealth Management
Ohio
$12K -$56.5K -810 -82%
FHA
450
First Horizon Advisors
Tennessee
$11K -$23.5K -342 -68%