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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 %
BAMG
451
Brand Asset Management Group
Missouri
$8K
GI
452
Gradient Investments
Minnesota
$8K +$6.73K +116 +527%
HIA
453
Harbor Investment Advisory
Maryland
$7K -$186K -3,088 -96%
EWP
454
Engrave Wealth Partners
Texas
$7K +$1.69K +30 +32%
MRCM
455
M&R Capital Management
New Jersey
$6K
SIS
456
Sound Income Strategies
Florida
$6K
FCA
457
FinTrust Capital Advisors
South Carolina
$6K
RP
458
Rice Partnership
Hawaii
$6K
CAAS
459
Capital Asset Advisory Services
Michigan
$5K
SWM
460
Sugarloaf Wealth Management
Georgia
$5K +$111 +2 +2%
TFO
461
Tarbox Family Office
California
$5K +$5K +88 New
JCM
462
Jacobi Capital Management
Pennsylvania
$5K +$4.89K +3,914 +4,551%
BA
463
Ballast Advisors
Minnesota
$4K
RCA
464
Rowland Carmichael Advisors
Arizona
$3K -$32.1K -578 -91%
TFGT
465
TS Financial Group (TSFG)
Illinois
$3K
YAL
466
Your Advocates Ltd
Texas
$3K
RIA
467
RPG Investment Advisory
California
$3K
LDFR
468
Lehman & Derafelo Financial Resources
Pennsylvania
$2K -$2.8K -56 -58%
HB
469
Horizon Bancorp
Indiana
$2K
HI
470
Hudock Inc
Pennsylvania
$2K
SBL
471
Sargent Bickham Lagudis
Colorado
$2K
NG
472
NWK Group
California
$1K
WIM
473
Westside Investment Management
California
$8 +$8 +144 New
CP
474
Covenant Partners
Tennessee
-$2.78M -55,612 Closed
BWA
475
Beam Wealth Advisors
Louisiana
-$1.37M -27,402 Closed