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

495 hedge funds and large institutions have $4.03B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.64%
New
50
Increased
159
Reduced
167
Closed
32
Calls
$887K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
+$554K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$226M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$965M
3
AG
3
Advisor Group
Arizona
$56M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$38.6M
5
NFG
5
Noven Financial Group
Colorado
$23.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$73.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$46.8M
3
NP
3
NorthRock Partners
Minnesota
$8.17M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.57M
5
IA
5
IFG Advisory
Georgia
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
26
Cerity Partners OCIO
New York
$22.9M -$412K -5,486 -2%
RFC
27
Regions Financial Corp
Alabama
$21.8M +$1.37M +18,278 +7%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$21.2M -$196K -2,604 -0.9%
PFM
29
Phillips Financial Management
Indiana
$20.4M +$316K +4,212 +2%
CG
30
Colony Group
Massachusetts
$18.6M -$16.4K -218 -0.1%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$18.2M +$752K +10,008 +4%
GIA
32
GHP Investment Advisors
Colorado
$17.7M -$457K -6,086 -3%
EIP
33
Ellis Investment Partners
Pennsylvania
$16.9M +$247K +3,354 +1%
PA
34
Probity Advisors
Texas
$16.8M +$768K +10,224 +5%
SEI Investments
35
SEI Investments
Pennsylvania
$16.7M +$352K +654 +2%
WIA
36
World Investment Advisors
California
$15.4M +$15.4M +204,890 New
PHAM
37
Palisades Hudson Asset Management
Florida
$14.1M +$223K +2,974 +2%
1IA
38
1834 Investment Advisors
Wisconsin
$13.8M +$173K +2,302 +1%
TIA
39
Traphagen Investment Advisors
New Jersey
$13.4M +$507K +6,754 +4%
SFI
40
SPC Financial Inc
Maryland
$12.9M -$50.6K -674 -0.4%
SL
41
Salomon & Ludwin
Virginia
$12.7M -$439K -5,852 -3%
OCM
42
One Capital Management
California
$12.5M +$433K +5,770 +4%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$11.5M -$6.4M -85,220 -36%
PSUF
44
People's United Financial
Connecticut
$10.3M +$1.45M +19,374 +16%
MWM
45
Merriman Wealth Management
Washington
$10.2M +$10.2M +135,828 New
HFBOT
46
Home Federal Bank of Tennessee
Tennessee
$10.2M +$142K +1,890 +1%
LFS
47
Lutz Financial Services
Nebraska
$8.94M -$165K -2,196 -2%
COI
48
Connable Office Inc
Michigan
$8.92M +$4.05M +53,870 +83%
Creative Planning
49
Creative Planning
Kansas
$8.61M -$199K -2,648 -2%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$8.55M +$371K +4,940 +5%
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