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

481 hedge funds and large institutions have $2.65B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.35%
New
44
Increased
162
Reduced
190
Closed
113
Calls
$290K
Puts
$2.1M
Net Calls
-$1.81M
Net Calls Change
-$1.87M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$847M
2
M&T Bank
2
M&T Bank
New York
$38.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$102M
4
UCFA
4
United Capital Financial Advisors
Texas
$63.3M
5
PS
5
Portfolio Solutions
Michigan
$87.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$82.7M
2
Bank of America
2
Bank of America
North Carolina
$105M
3
NFG
3
Noven Financial Group
Colorado
$0
4
AP
4
Advisors Preferred
Maryland
$0
5
Wells Fargo
5
Wells Fargo
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
476
EPG Wealth Management
Georgia
$1K -$7.89K -142 -89%
QAM
477
QCI Asset Management
New York
$1K – – –
GI
478
Gradient Investments
Minnesota
$1K – – –
CI
479
CX Institutional
Indiana
$1K +$1K +30 New
GSWM
480
Golden State Wealth Management
California
$1K +$1K +30 New
NL
481
NWAM LLC
Washington
$769 -$354 -7,092 -32%
NFG
482
Noven Financial Group
Colorado
– -$26.1M -324,424 Closed
AP
483
Advisors Preferred
Maryland
– -$25.5M -317,394 Closed
PL
484
Polianta Ltd
Jersey
– -$12.1M -150,400 Closed
CIM
485
Confluence Investment Management
Missouri
– -$10M -134,894 Closed
COI
486
Connable Office Inc
Michigan
– -$9.66M -120,178 Closed
Jane Street
487
Jane Street
New York
– -$8.03M -99,884 Closed
FI
488
FormulaFolio Investments
Michigan
– -$7.55M -93,946 Closed
DSN
489
D. Scott Neal
Kentucky
– -$5.56M -69,196 Closed
Qube Research & Technologies (QRT)
490
Qube Research & Technologies (QRT)
United Kingdom
– -$4.08M -50,696 Closed
BAAM
491
Baker Avenue Asset Management
California
– -$3.51M -43,700 Closed
PG
492
Prostatis Group
Maryland
– -$3.39M -42,208 Closed
ACM
493
Armbruster Capital Management
New York
– -$3.15M -39,130 Closed
HWA
494
Heartwood Wealth Advisors
Virginia
– -$2.86M -35,554 Closed
JWS
495
Juncture Wealth Strategies
Arizona
– -$2.7M -33,530 Closed
PWAP
496
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$2.1M -27,008 Closed
OC
497
Oarsman Capital
Wisconsin
– -$2.03M -25,292 Closed
IAA
498
Independent Advisor Alliance
North Carolina
– -$1.94M -24,172 Closed
MMA
499
Miracle Mile Advisors
California
– -$1.88M -23,410 Closed
SW
500
SkyOak Wealth
Michigan
– -$1.33M -16,538 Closed
18 19
20
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