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iShares S&P Small-Cap 600 Value ETF

471 hedge funds and large institutions have $2.84B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 204 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
9.68%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.31%
New
47
Increased
139
Reduced
204
Closed
53
Calls
$361K
Puts
$1.43M
Net Calls
-$1.07M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
426
Reilly Financial Advisors
California
$23K
ST
427
Smithfield Trust
Pennsylvania
$22K
RWG
428
Regal Wealth Group
California
$22K
AWM
429
Apollon Wealth Management
South Carolina
$21K +$21K +356 New
AWM
430
Atticus Wealth Management
Florida
$20K +$241 +4 +1%
OPS
431
Orion Portfolio Solutions
Nebraska
$19K -$1.45K -24 -7%
JWA
432
JFS Wealth Advisors
Pennsylvania
$18K
WCG
433
Weaver Consulting Group
California
$18K
SWM
434
Selective Wealth Management
Virginia
$18K +$18K +302 New
CFN
435
Cordasco Financial Network
Florida
$17K
CICI
436
Capital Investment Counsel Inc
North Carolina
$16K
SIAP
437
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
JWBC
438
John W. Brooker & Co
California
$14K
KFS
439
Kelly Financial Services
Massachusetts
$13.7K
GEA
440
Glen Eagle Advisors
New Jersey
$13.6K -$343K -5,706 -96%
BWP
441
Baldwin Wealth Partners
Massachusetts
$13K
TC
442
Truvestments Capital
Florida
$13K
FCM
443
Firestone Capital Management
Florida
$13K
AIP
444
Ameritas Investment Partners
Nebraska
$12K
LWM
445
Liberty Wealth Management
California
$11K +$6.04K +100 +122%
LWM
446
Lenox Wealth Management
Ohio
$10K
AssetMark Inc
447
AssetMark Inc
California
$10K
FFW
448
Fusion Family Wealth
New York
$9K
MF
449
Manchester Financial
California
$9K
ME
450
McIlrath & Eck
Washington
$8K