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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 %
VCP
451
Verus Capital Partners
Arizona
$7K
EI
452
Ellevest Inc
New York
$7K +$3.2K +64 +84%
BAMG
453
Brand Asset Management Group
Missouri
$6K
TAM
454
Townsend Asset Management
North Carolina
$6K +$6K +124 New
FCA
455
FinTrust Capital Advisors
South Carolina
$5K -$1.5K -30 -23%
LDFR
456
Lehman & Derafelo Financial Resources
Pennsylvania
$5K
SMFS
457
Squar Milner Financial Services
California
$5K
SIS
458
Sound Income Strategies
Florida
$5K
RP
459
Rice Partnership
Hawaii
$5K
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$4K -$3.81K -80 -49%
SWM
461
Sugarloaf Wealth Management
Georgia
$4K
JCM
462
Jacobi Capital Management
Pennsylvania
$4K
MRCM
463
M&R Capital Management
New Jersey
$4K
LWM
464
Liberty Wealth Management
California
$4K
EWP
465
Engrave Wealth Partners
Texas
$4K
CAAS
466
Capital Asset Advisory Services
Michigan
$4K +$1.6K +32 +67%
BA
467
Ballast Advisors
Minnesota
$3K
SQA
468
Simon Quick Advisors
New Jersey
$3K +$3K +58 New
HI
469
Hudock Inc
Pennsylvania
$2K -$14.3K -342 -88%
SBL
470
Sargent Bickham Lagudis
Colorado
$2K
HB
471
Horizon Bancorp
Indiana
$2K
RIA
472
RPG Investment Advisory
California
$2K
TFGT
473
TS Financial Group (TSFG)
Illinois
$2K
BEI
474
Benjamin Edwards Inc
Missouri
$2K +$2K +48 New
YAL
475
Your Advocates Ltd
Texas
$2K +$2K +50 New