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

497 hedge funds and large institutions have $3.75B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 172 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+29
Holders Change %
+6.2%
% of All Funds
10.77%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
73
Increased
172
Reduced
147
Closed
38
Calls
$1.17M
Puts
$1.28M
Net Calls
-$118K
Net Calls Change
-$2.31M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$847M
2
NFG
Noven Financial Group
Colorado
$23.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$91.3M
4
Stifel Financial
Stifel Financial
Missouri
$106M
5
IA
IFG Advisory
Georgia
$7.29M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$10.8M
2
BSW
Buckingham Strategic Wealth
Missouri
$5.73M
3
Wells Fargo
Wells Fargo
California
$205M
4
Morgan Stanley
Morgan Stanley
New York
$242M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
476
Glenmede Trust
Pennsylvania
$4.35K -$32 -436 -0.7%
PA
477
Parallel Advisors
California
$3K – – –
SBL
478
Sargent Bickham Lagudis
Colorado
$3K – – –
RIA
479
RPG Investment Advisory
California
$3K – – –
SQA
480
Simon Quick Advisors
New Jersey
$3K +$3K +36 New
IWP
481
Icon Wealth Partners
Texas
$3K +$3K +40 New
Simplex Trading
482
Simplex Trading
Illinois
$3K +$3K +52 New
LDFR
483
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
BWM
484
Baystate Wealth Management
Massachusetts
$2K – – –
PCA
485
Peddock Capital Advisors
Massachusetts
$2K – – –
BWM
486
BerganKDV Wealth Management
Minnesota
$2K – – –
LPWM
487
Lake Point Wealth Management
Texas
$1K -$66K -660 -99%
AF
488
Allworth Financial
California
$1K – – –
QAM
489
QCI Asset Management
New York
$1K – – –
APC
490
Aspire Private Capital
North Carolina
$1K – – –
ST
491
Sageworth Trust
Pennsylvania
$1K +$1K +8 New
AIC
492
Ameritas Investment Company
Nebraska
$1K +$1K +18 New
JPLA
493
Joseph P. Lucia & Associates
New York
$813 +$813 +247,646 New
WA
494
WP Advisors
California
$378 +$378 +512 New
WIA
495
World Investment Advisors
California
– -$5.24M -79,258 Closed
SG Americas Securities
496
SG Americas Securities
New York
– -$4.97M -75,312 Closed
LI
497
LVZ Inc
Michigan
– -$3.83M -58,150 Closed
AFA
498
Arlington Financial Advisors
California
– -$3.12M -47,368 Closed
SMG
499
Smart Money Group
Texas
– -$2.51M -38,106 Closed
KFA
500
Kays Financial Advisory
Georgia
– -$1.98M -30,008 Closed
18 19
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