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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 %
BAM
501
Beaumont Asset Management
Texas
– -$1.27M -15,828 Closed
PPA
502
Parametric Portfolio Associates
Washington
– -$1.2M -14,944 Closed
PIA
503
Perennial Investment Advisors
California
– -$654K -8,134 Closed
BWA
504
BlueSky Wealth Advisors
North Carolina
– -$581K -7,314 Closed
NWS
505
Newport Wealth Strategies
California
– -$565K -7,100 Closed
Calamos Advisors
506
Calamos Advisors
Illinois
– -$547K -6,800 Closed
BRWM
507
B. Riley Wealth Management
Tennessee
– -$544K -6,770 Closed
Brown Advisory
508
Brown Advisory
Maryland
– -$508K -6,310 Closed
CAM
509
Covenant Asset Management
New Jersey
– -$492K -6,116 Closed
MWM
510
Mattern Wealth Management
Kansas
– -$482K -5,994 Closed
MWPCG
511
Measured Wealth Private Client Group
New Hampshire
– -$476K -5,924 Closed
CMO
512
Covenant Multifamily Offices
Texas
– -$358K -5,910 Closed
BA
513
Bristlecone Advisors
Washington
– -$434K -5,400 Closed
RIA
514
Regal Investment Advisors
Michigan
– -$420K -5,224 Closed
BJL
515
Brighton Jones LLC
Washington
– -$401K -4,990 Closed
Millennium Management
516
Millennium Management
New York
– -$399K -4,966 Closed
PA
517
PSI Advisors
Florida
– -$396K -4,932 Closed
LFPWM
518
Leicht Financial Planning & Wealth Management
New Jersey
– -$381K -4,740 Closed
CWM
519
Connecticut Wealth Management
Connecticut
– -$379K -4,718 Closed
EP
520
Eudaimonia Partners
Tennessee
– -$369K -4,588 Closed
VCM
521
Vivaldi Capital Management
Illinois
– -$363K -4,520 Closed
BZWA
522
Blue Zone Wealth Advisors
California
– -$346K -4,300 Closed
HW
523
Hancock Whitney
Mississippi
– -$341K -4,238 Closed
WGCA
524
Wolf Group Capital Advisors
Virginia
– -$333K -4,138 Closed
FFN
525
Focus Financial Network
Minnesota
– -$331K -4,122 Closed
19 20
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