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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 %
WCG
451
Weaver Consulting Group
California
$22K
CFN
452
Cordasco Financial Network
Florida
$22K
WWM
453
Willingdon Wealth Management
North Carolina
$22K +$22K +292 New
SIAP
454
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$20K
CICI
455
Capital Investment Counsel Inc
North Carolina
$20K
SFSIG
456
San Francisco Sentry Investment Group
California
$20K
CIM
457
Contravisory Investment Management
Massachusetts
$20K +$20K +272 New
CIAS
458
Capital Investment Advisory Services
North Carolina
$17K
GWA
459
Guidant Wealth Advisors
Illinois
$17K
KFS
460
Kelly Financial Services
Massachusetts
$17K
PFGIA
461
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$6.73K +90 +73%
AIP
462
Ameritas Investment Partners
Nebraska
$15K
CCM
463
Cribstone Capital Management
Maine
$15K
FCB
464
First Command Bank
Texas
$14K
FCFS
465
First Command Financial Services
Texas
$14K
FHA
466
First Horizon Advisors
Tennessee
$14K +$2.21K +30 +19%
AssetMark Inc
467
AssetMark Inc
California
$13K
QCIG
468
Quad-Cities Investment Group
Iowa
$13K +$1.64K +22 +14%
EWM
469
Edge Wealth Management
New York
$13K +$13K +180 New
LWM
470
Lenox Wealth Management
Ohio
$12K
GWAG
471
Garrett Wealth Advisory Group
Texas
$11.3K +$11.3K +150 New
FFW
472
Fusion Family Wealth
New York
$11K
ME
473
McIlrath & Eck
Washington
$11K
BAMG
474
Brand Asset Management Group
Missouri
$10K
UB
475
UMB Bank
Missouri
$8.22K +$132 +1,754 +2%