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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 %
FRA
426
Front Row Advisors
California
$53K
APSP
427
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K +$149 +2 +0.3%
MIM
428
Macroview Investment Management
Maryland
$48K
CPA
429
Capital Planning Advisors
California
$48K +$48K +636 New
FMII
430
Farmers & Merchants Investments Inc
Nebraska
$47K
SAM
431
Shamrock Asset Management
Texas
$45K
PWMG
432
Prestige Wealth Management Group
New Jersey
$44K -$12.8K -170 -23%
S
433
SignatureFD
Georgia
$44K
RCA
434
Rowland Carmichael Advisors
Arizona
$43K
MG
435
MilWealth Group
Wisconsin
$41.6K
HI
436
Hudock Inc
Pennsylvania
$41K -$5.69K -76 -12%
CFA
437
Carroll Financial Associates
North Carolina
$41K
Deutsche Bank
438
Deutsche Bank
Germany
$39K -$64.5K -860 -62%
ONST
439
Old North State Trust
North Carolina
$39K
Bessemer Group
440
Bessemer Group
New Jersey
$38K -$8.97K -118 -19%
UBS AM
441
UBS AM
Illinois
$36.2K
GIP
442
Granite Investment Partners
California
$35K +$151 +2 +0.4%
CDIA
443
Capital Directions Investment Advisors
Georgia
$34K -$3.19K -42 -9%
BWP
444
Baldwin Wealth Partners
Massachusetts
$32K
IA
445
IndexIQ Advisors
New York
$32K +$5.26K +70 +20%
RFA
446
Reilly Financial Advisors
California
$29K
ST
447
Smithfield Trust
Pennsylvania
$27K +$27K +358 New
TC
448
Truvestments Capital
Florida
$26K
JWA
449
JFS Wealth Advisors
Pennsylvania
$23K
AAP
450
Arax Advisory Partners
Colorado
$23K +$14.9K +198 +183%