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iShares S&P Small-Cap 600 Value ETF

471 hedge funds and large institutions have $2.84B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 204 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
9.68%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.31%
New
47
Increased
139
Reduced
204
Closed
53
Calls
$361K
Puts
$1.43M
Net Calls
-$1.07M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Shares
Change %
BP
501
BBR Partners
New York
-$206K -4,126 Closed
MWM
502
Merriman Wealth Management
Washington
-$206K -4,114 Closed
DWA
503
Dougherty Wealth Advisers
Minnesota
-$191K -3,830 Closed
AIC
504
Ameritas Investment Company
Nebraska
-$128K -2,568 Closed
SWA
505
Stratos Wealth Advisors
Ohio
-$117K -2,334 Closed
Kayne Anderson Rudnick Investment Management
506
Kayne Anderson Rudnick Investment Management
California
-$113K -2,258 Closed
WAP
507
Wealthcare Advisory Partners
Pennsylvania
-$61K -1,226 Closed
IA
508
IndexIQ Advisors
New York
-$44K -884 Closed
First Manhattan
509
First Manhattan
New York
-$43K -868 Closed
MCM
510
MV Capital Management
Maryland
-$43K -864 Closed
ONST
511
Old North State Trust
North Carolina
-$26K -516 Closed
DWM
512
Darwin Wealth Management
Florida
-$22K -450 Closed
PCMK
513
Paragon Capital Management (Kansas)
Kansas
-$17K -340 Closed
CIAS
514
Capital Investment Advisory Services
North Carolina
-$11K -230 Closed
CAN
515
Claraphi Advisory Network
United States
-$10K -208 Closed
M
516
MOTCO
Texas
-$8K -154 Closed
EI
517
Ellevest Inc
New York
-$7K -140 Closed
TAM
518
Townsend Asset Management
North Carolina
-$6K -124 Closed
SMFS
519
Squar Milner Financial Services
California
-$5K -114 Closed
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
-$4K -84 Closed
SQA
521
Simon Quick Advisors
New Jersey
-$3K -58 Closed
BEI
522
Benjamin Edwards Inc
Missouri
-$2K -48 Closed
GSWM
523
Golden State Wealth Management
California
-$1K -30 Closed
CI
524
CX Institutional
Indiana
-$1K -30 Closed
EWM
525
EPG Wealth Management
Georgia
-$1K -18 Closed