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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 %
SAM
501
Silvercrest Asset Management
New York
– -$1.37M -20,770 Closed
ACA
502
Anchor Capital Advisors
Massachusetts
– -$1.15M -17,370 Closed
SCM
503
Snow Capital Management
Pennsylvania
– -$1.06M -16,140 Closed
PFA
504
Pinnacle Family Advisors
Missouri
– -$736K -11,168 Closed
Barclays
505
Barclays
United Kingdom
– -$614K -9,318 Closed
TW
506
Transform Wealth
Colorado
– -$425K -6,452 Closed
JWM
507
JGP Wealth Management
Oregon
– -$377K -5,726 Closed
QAM
508
Questar Asset Management
Minnesota
– -$293K -4,444 Closed
MAG
509
Mokosak Advisory Group
Iowa
– -$282K -4,280 Closed
CGA
510
Crescent Grove Advisors
Illinois
– -$280K -4,250 Closed
BFPW
511
BOK Financial Private Wealth
Colorado
– -$247K -3,752 Closed
AWM
512
AE Wealth Management
Kansas
– -$247K -3,746 Closed
FI
513
FormulaFolio Investments
Michigan
– -$282K -3,382 Closed
PP
514
PagnatoKarp Partners
Virginia
– -$219K -3,326 Closed
DWT
515
Dorsey & Whitney Trust
South Dakota
– -$217K -3,290 Closed
EWA
516
EP Wealth Advisors
California
– -$212K -3,212 Closed
FHC
517
First Heartland Consultants
Missouri
– -$208K -3,160 Closed
WWM
518
Western Wealth Management
Colorado
– -$203K -3,094 Closed
BAM
519
Belpointe Asset Management
Nevada
– -$161K -2,444 Closed
PG
520
Patten Group
Tennessee
– -$144K -2,190 Closed
LNB
521
Ledyard National Bank
– -$139K -2,106 Closed
CC
522
Claybrook Capital
Massachusetts
– -$126K -1,906 Closed
WDL
523
Well Done LLC
Michigan
– -$126K -1,906 Closed
ClearBridge Investments
524
ClearBridge Investments
New York
– -$108K -1,640 Closed
MWC
525
MBM Wealth Consultants
Missouri
– -$95K -1,440 Closed
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