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iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
RCAG
501
Rehmann Capital Advisory Group
Michigan
-$444K -5,972 Closed
SXL
502
Summit X LLC
Missouri
-$314K -4,204 Closed
FTS
503
Fifth Third Securities
Ohio
-$255K -3,436 Closed
Verition Fund Management
504
Verition Fund Management
Connecticut
-$238K -3,206 Closed
SW
505
SVB Wealth
Massachusetts
-$215K -2,892 Closed
BS
506
Boenning & Scattergood
Pennsylvania
-$206K -2,768 Closed
MWM
507
Modera Wealth Management
New Jersey
-$205K -2,762 Closed
CBT
508
Capital Bank & Trust
California
-$112K -1,506 Closed
DSC
509
Duncker Streett & Co
Missouri
-$81K -1,096 Closed
DWM
510
Doyle Wealth Management
Florida
-$63K -852 Closed
DWM
511
Destination Wealth Management
California
-$52K -700 Closed
EWM
512
Executive Wealth Management
Michigan
-$35K -472 Closed
PCMK
513
Paragon Capital Management (Kansas)
Kansas
-$25K -340 Closed
CWA
514
Clarus Wealth Advisors
Arizona
-$24K -326 Closed
LA
515
Legacy Advisors
Pennsylvania
-$24K -320 Closed
MF
516
Manchester Financial
California
-$21K -284 Closed
MWC
517
MKD Wealth Coaches
Michigan
-$18K -236 Closed
SFSG
518
Stearns Financial Services Group
North Carolina
-$15K -202 Closed
Barclays
519
Barclays
United Kingdom
-$9K -118 Closed
SFG
520
SevenBridge Financial Group
Pennsylvania
-$9K -118 Closed
SMFS
521
Squar Milner Financial Services
California
-$8K -114 Closed
NC
522
NewSquare Capital
Pennsylvania
-$8K -102 Closed
Simplex Trading
523
Simplex Trading
Illinois
-$3K -52 Closed
AF
524
Allworth Financial
California
-$1K -14 Closed
KCPG
525
Kavar Capital Partners Group
Kansas
-$1K -14 Closed