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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

466 hedge funds and large institutions have $4.28B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 136 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+18
Holders Change %
+4.02%
% of All Funds
10.67%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
46
Increased
174
Reduced
136
Closed
26
Calls
$835K
Puts
$1.62M
Net Calls
-$785K
Net Calls Change
+$1.91M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$871M
2
DF
2
Donoghue Forlines
Massachusetts
$79.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$97.3M
4
Ameriprise
4
Ameriprise
Minnesota
$97.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$33.5M

Top Sellers

1
G
1
Gainplan
Michigan
$0
2
PS
2
Portfolio Solutions
Michigan
$118M
3
CA
3
Centerpoint Advisors
Massachusetts
$15.6M
4
PI
4
PineBridge Investments
New York
$14.7M
5
LFAS
5
Level Four Advisory Services
Texas
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$23.3M +$7.65M +92,522 +49%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$23.1M +$197K +2,366 +0.9%
PFM
28
Phillips Financial Management
Indiana
$22.6M -$431K -5,236 -2%
GIA
29
GHP Investment Advisors
Colorado
$20.4M -$389K -4,658 -2%
Mariner
30
Mariner
Kansas
$20M +$939K +11,246 +5%
Truist Financial
31
Truist Financial
North Carolina
$19.9M +$1.96M +23,530 +11%
PHAM
32
Palisades Hudson Asset Management
Florida
$19.2M +$212K +2,542 +1%
SPC
33
Sigma Planning Corp
Michigan
$17.5M +$5.25M +62,884 +43%
AG
34
Advisor Group
Arizona
$17.2M +$8.73M +104,586 +103%
RFC
35
Regions Financial Corp
Alabama
$16.8M +$521K +6,246 +3%
PA
36
Probity Advisors
Texas
$16.2M +$416K +4,986 +3%
NP
37
NorthRock Partners
Minnesota
$16M +$473K +5,644 +3%
CA
38
Centerpoint Advisors
Massachusetts
$15.6M -$6.52M -78,172 -29%
SFI
39
SPC Financial Inc
Maryland
$15.4M -$15.9K -190 -0.1%
PAG
40
Private Advisor Group
New Jersey
$15.3M +$13.4M +160,590 +708%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$15.1M +$1.81M +21,722 +14%
PI
42
PineBridge Investments
New York
$14.7M -$6.27M -75,170 -30%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$14.6M -$54.9K -658 -0.4%
Citigroup
44
Citigroup
New York
$14.6M +$2.35M +28,188 +19%
1IA
45
1834 Investment Advisors
Wisconsin
$14.2M +$455K +5,448 +3%
BF
46
BOK Financial
Oklahoma
$13.4M +$54.9K +658 +0.4%
MML Investors Services
47
MML Investors Services
Massachusetts
$12.5M +$5.71M +68,454 +84%
OCM
48
One Capital Management
California
$12.3M -$47.1K -564 -0.4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$12.2M +$1.85M +22,124 +18%
HFBOT
50
Home Federal Bank of Tennessee
Tennessee
$10.8M -$727K -8,714 -6%
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