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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 %
RWG
426
Regal Wealth Group
California
$18K -$16K -318 -47%
ST
427
Smithfield Trust
Pennsylvania
$18K
OPS
428
Orion Portfolio Solutions
Nebraska
$17K -$7.34K -146 -30%
PCMK
429
Paragon Capital Management (Kansas)
Kansas
$17K +$17K +340 New
AWM
430
Atticus Wealth Management
Florida
$16K
JWA
431
JFS Wealth Advisors
Pennsylvania
$15K
WCG
432
Weaver Consulting Group
California
$15K
CFN
433
Cordasco Financial Network
Florida
$14K
CICI
434
Capital Investment Counsel Inc
North Carolina
$13K
SIAP
435
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K
KFS
436
Kelly Financial Services
Massachusetts
$11.3K +$100 +2 +0.9%
BWP
437
Baldwin Wealth Partners
Massachusetts
$11K -$10K -204 -48%
JWBC
438
John W. Brooker & Co
California
$11K
CIAS
439
Capital Investment Advisory Services
North Carolina
$11K
FCM
440
Firestone Capital Management
Florida
$11K
TC
441
Truvestments Capital
Florida
$11K +$11K +230 New
AIP
442
Ameritas Investment Partners
Nebraska
$10K
CAN
443
Claraphi Advisory Network
United States
$10K +$10K +208 New
AssetMark Inc
444
AssetMark Inc
California
$9K
BlackRock
445
BlackRock
New York
$8K -$59.5K -1,176 -88%
MF
446
Manchester Financial
California
$8K -$6.75K -130 -46%
M
447
MOTCO
Texas
$8K
LWM
448
Lenox Wealth Management
Ohio
$8K
FFW
449
Fusion Family Wealth
New York
$7K
ME
450
McIlrath & Eck
Washington
$7K