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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 %
JA
526
JOYN Advisors
Georgia
– -$331K -4,122 Closed
VCP
527
Vista Capital Partners
Oregon
– -$319K -3,980 Closed
LC
528
LCNB Corp
Ohio
– -$316K -3,936 Closed
AB
529
Atlas Brown
Kentucky
– -$298K -3,710 Closed
SC
530
SouthState Corp
Florida
– -$297K -3,696 Closed
DAS
531
Dynamic Advisor Solutions
Arizona
– -$294K -3,662 Closed
CCM
532
Coldstream Capital Management
Washington
– -$287K -3,566 Closed
MFW
533
Mosaic Family Wealth
Missouri
– -$286K -3,558 Closed
RWP
534
RWA Wealth Partners
Massachusetts
– -$278K -3,464 Closed
KCM
535
Kendall Capital Management
Maryland
– -$277K -3,446 Closed
PSF
536
Pacific Sun Financial
California
– -$275K -3,418 Closed
AP
537
Advisor Partners
California
– -$272K -3,402 Closed
PAM
538
Peak Asset Management
Colorado
– -$273K -3,400 Closed
SWM
539
SeaCrest Wealth Management
New York
– -$269K -3,350 Closed
S
540
SimplyRich
California
– -$267K -3,334 Closed
WIC
541
Whitegate Investment Counselors
New Hampshire
– -$264K -3,284 Closed
ACM
542
Azimuth Capital Management
Michigan
– -$263K -3,270 Closed
OWA
543
Outlook Wealth Advisors
Texas
– -$262K -3,260 Closed
IWM
544
IHT Wealth Management
Illinois
– -$259K -3,222 Closed
Neuberger Berman Group
545
Neuberger Berman Group
New York
– -$252K -3,130 Closed
IA
546
IFG Advisory
Georgia
– -$251K -3,128 Closed
MCP
547
Mirador Capital Partners
California
– -$249K -3,100 Closed
ST
548
Spinnaker Trust
Maine
– -$247K -3,078 Closed
ATIA
549
American Trust Investment Advisors
New Hampshire
– -$246K -3,054 Closed
JWM
550
JGP Wealth Management
Oregon
– -$242K -3,012 Closed
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