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

482 hedge funds and large institutions have $3.7B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-15
Holders Change %
-3.02%
% of All Funds
10.49%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
30
Increased
185
Reduced
155
Closed
38
Calls
$1.14M
Puts
$2.72M
Net Calls
-$1.58M
Net Calls Change
-$1.46M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$901M
2
Creative Planning
2
Creative Planning
Kansas
$8.72M
3
TRCT
3
Tower Research Capital (TRC)
New York
$8.14M
4
Jane Street
4
Jane Street
New York
$5.62M
5
RFC
5
Regions Financial Corp
Alabama
$20.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$239M
2
NFG
2
Noven Financial Group
Colorado
$0
3
JPLA
3
Joseph P. Lucia & Associates
New York
$114K
4
Wells Fargo
4
Wells Fargo
California
$193M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$78.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
26
Phillips Financial Management
Indiana
$20M +$165K +2,218 +0.8%
CG
27
Colony Group
Massachusetts
$18.4M -$1.05M -14,084 -5%
GIA
28
GHP Investment Advisors
Colorado
$17.9M -$26.5K -356 -0.1%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$17.7M -$216K -2,902 -1%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$17.3M +$130K +1,744 +0.8%
EIP
31
Ellis Investment Partners
Pennsylvania
$16.8M +$402K +5,396 +2%
NP
32
NorthRock Partners
Minnesota
$16.4M +$136K +1,836 +0.8%
PA
33
Probity Advisors
Texas
$15.9M +$596K +8,022 +4%
PHAM
34
Palisades Hudson Asset Management
Florida
$13.8M -$660K -8,882 -5%
1IA
35
1834 Investment Advisors
Wisconsin
$13.5M +$176K +2,370 +1%
SL
36
Salomon & Ludwin
Virginia
$13M -$691K -9,302 -5%
SFI
37
SPC Financial Inc
Maryland
$12.8M +$172K +2,320 +1%
TIA
38
Traphagen Investment Advisors
New Jersey
$12.7M +$591K +7,958 +5%
OCM
39
One Capital Management
California
$12M +$410K +5,516 +4%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$10.8M -$80.8K -1,088 -0.7%
AG
41
Advisor Group
Arizona
$10.7M +$373K +5,016 +4%
Franklin Resources
42
Franklin Resources
California
$10.7M -$224K -3,014 -2%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$10.2M +$1.21M +16,224 +13%
CIM
44
Confluence Investment Management
Missouri
$10M -$21.3K -286 -0.2%
HFBOT
45
Home Federal Bank of Tennessee
Tennessee
$9.91M +$197K +2,646 +2%
LFS
46
Lutz Financial Services
Nebraska
$9.01M -$1.3M -17,454 -13%
PSUF
47
People's United Financial
Connecticut
$8.79M +$464K +6,244 +6%
Creative Planning
48
Creative Planning
Kansas
$8.72M +$6.03M +81,162 +224%
KeyBank National Association
49
KeyBank National Association
Ohio
$8.58M -$162K -2,180 -2%
BF
50
BOK Financial
Oklahoma
$8.42M -$76.8K -1,034 -0.9%
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