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iShares S&P Small-Cap 600 Value ETF

468 hedge funds and large institutions have $3.24B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 150 increasing their positions, 153 reducing their positions, and 76 closing their positions.

Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.44%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
82
Increased
150
Reduced
153
Closed
76
Calls
$2.81M
Puts
$620K
Net Calls
+$2.19M
Net Calls Change
+$2.97M
Name Market Value Shares Shares
Change
Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$17.4M 132,335 -5,027 -4%
Truist Financial
27
Truist Financial
North Carolina
$16.4M 124,386 +5,370 +5%
GIA
28
GHP Investment Advisors
Colorado
$16.2M 122,907 +854 +0.7%
EIP
29
Ellis Investment Partners
Pennsylvania
$15M 113,954 +113,954 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$14.9M 113,319 +25,714 +29%
PHAM
31
Palisades Hudson Asset Management
Florida
$14.4M 108,973 -5,990 -5%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$14.3M 108,119 +17,755 +20%
NP
33
NorthRock Partners
Minnesota
$13.9M 105,326 +9,877 +10%
PA
34
Probity Advisors
Texas
$13.5M 102,508 +5,632 +6%
BSW
35
Buckingham Strategic Wealth
Missouri
$13.2M 100,418 +87,146 +657%
RFC
36
Regions Financial Corp
Alabama
$12.3M 92,928 -7,640 -8%
SL
37
Salomon & Ludwin
Virginia
$12M 90,989 +90,989 New
SFI
38
SPC Financial Inc
Maryland
$11.7M 88,909 -3,460 -4%
1IA
39
1834 Investment Advisors
Wisconsin
$11.5M 87,181 +2,285 +3%
AllianceBernstein
40
AllianceBernstein
Tennessee
$9.85M 74,723 +28,551 +62%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$9.5M 72,078 -958 -1%
OCM
42
One Capital Management
California
$9.45M 71,684 -1,858 -3%
AG
43
Advisor Group
Arizona
$8.84M 66,989 -35,889 -35%
HFBOT
44
Home Federal Bank of Tennessee
Tennessee
$8.61M 65,269 +814 +1%
CA
45
Centerpoint Advisors
Massachusetts
$8.6M 65,188 -28,349 -30%
KeyBank National Association
46
KeyBank National Association
Ohio
$8.3M 62,916 +1,697 +3%
CIM
47
Confluence Investment Management
Missouri
$7.73M 58,637 +7,926 +16%
TSWM
48
Triangle Securities Wealth Management
North Carolina
$7.68M 58,237 +2,423 +4%
EAM
49
Evanson Asset Management
California
$7.49M 56,790 +85 +0.1%
AMG
50
Asset Management Group
Connecticut
$7.19M 54,553 -149 -0.3%