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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 %
AssetMark Inc
451
AssetMark Inc
California
$13K
Deutsche Bank
452
Deutsche Bank
Germany
$12K +$146 +2 +1%
FFW
453
Fusion Family Wealth
New York
$11K
QCIG
454
Quad-Cities Investment Group
Iowa
$11K +$10.3K +142 +1,420%
ME
455
McIlrath & Eck
Washington
$10K
TFGT
456
TS Financial Group (TSFG)
Illinois
$10K +$10K +142 New
CT
457
Clearstead Trust
Maine
$9K -$9K -110 -50%
RWA
458
Ropes Wealth Advisors
Massachusetts
$9K
SFG
459
SevenBridge Financial Group
Pennsylvania
$9K
BAMG
460
Brand Asset Management Group
Missouri
$9K
NC
461
NewSquare Capital
Pennsylvania
$8K
FC
462
Ferris Capital
Massachusetts
$8K
SMFS
463
Squar Milner Financial Services
California
$8K
LFA
464
Legacy Financial Advisors
Kentucky
$7K
MRCM
465
M&R Capital Management
New Jersey
$7K
CB
466
CNB Bank
Pennsylvania
$7K
BAM
467
Barrett Asset Management
New York
$7K +$2.52K +36 +56%
SIS
468
Sound Income Strategies
Florida
$7K +$7K +100 New
LWM
469
Liberty Wealth Management
California
$6K
JCM
470
Jacobi Capital Management
Pennsylvania
$6K
PFGIA
471
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$6K +84 New
WWM
472
Willingdon Wealth Management
North Carolina
$6K +$6K +84 New
TVWM
473
Tower View Wealth Management
Wisconsin
$5K
LA
474
Legacy Advisors
Pennsylvania
$5K +$5K +70 New
TFS
475
TrustCore Financial Services
Tennessee
$5K +$5K +70 New