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iShares S&P Small-Cap 600 Value ETF

476 hedge funds and large institutions have $2.9B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 35 closing their positions.

Holders
476
Holders Change
+5
Holders Change %
+1.06%
% of All Funds
9.63%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
46
Increased
145
Reduced
191
Closed
35
Calls
$992K
Puts
$587K
Net Calls
+$405K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$16.3M -$1.18M -19,200 -7%
RFC
27
Regions Financial Corp
Alabama
$16.1M +$862K +14,090 +6%
OCM
28
One Capital Management
California
$15.6M +$737K +12,046 +5%
RJA
29
Raymond James & Associates
Florida
$15.6M +$403K +6,580 +3%
GIA
30
GHP Investment Advisors
Colorado
$15.2M -$58.4K -954 -0.4%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$14.6M -$1.16M -18,928 -7%
PHAM
32
Palisades Hudson Asset Management
Florida
$14.2M +$254K +4,152 +2%
PFM
33
Phillips Financial Management
Indiana
$14M -$227K -3,712 -2%
Osaic Holdings
34
Osaic Holdings
Arizona
$11.5M +$568K +9,276 +5%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$10.5M -$136K -2,226 -1%
Creative Planning
36
Creative Planning
Kansas
$10.5M +$450K +7,358 +4%
WA
37
Wealth Architects
California
$9.74M -$365K -5,956 -4%
OWA
38
One Wealth Advisors
California
$9.72M +$1.19M +19,486 +14%
WSFS
39
Wilmington Savings Fund Society
Delaware
$9.58M +$1.06M +17,334 +12%
1IA
40
1834 Investment Advisors
Wisconsin
$8.74M +$265K +4,326 +3%
EIP
41
Ellis Investment Partners
Pennsylvania
$8.62M -$455K -7,434 -5%
ADL
42
Asset Dedication LLC
California
$8.28M -$500K -8,182 -6%
COI
43
Connable Office Inc
Michigan
$8.06M -$31.1K -508 -0.4%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.01M -$221K -3,614 -3%
BOS
45
Bingham Osborn & Scarborough
California
$7.04M +$439K +7,172 +7%
AMG
46
Asset Management Group
Connecticut
$6.43M -$34.6K -566 -0.5%
UB
47
UMB Bank
Missouri
$6.42M
EAM
48
Evanson Asset Management
California
$6.4M -$9.92K -162 -0.2%
KeyBank National Association
49
KeyBank National Association
Ohio
$6.25M +$243K +3,976 +4%
HFBOT
50
Home Federal Bank of Tennessee
Tennessee
$6.08M -$120K -1,954 -2%