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iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
551
Quest Capital Management
Texas
-$240K -2,986 Closed
TPA
552
Trivium Point Advisory
Connecticut
-$230K -2,858 Closed
SIC
553
Sigma Investment Counselors
Michigan
-$229K -2,848 Closed
Mercer Global Advisors
554
Mercer Global Advisors
Colorado
-$226K -2,806 Closed
IWC
555
Integrated Wealth Concepts
Massachusetts
-$223K -2,768 Closed
SCM
556
SOL Capital Management
Maryland
-$220K -2,740 Closed
FA
557
Fiducient Advisors
Illinois
-$219K -2,720 Closed
MCWS
558
McKinley Carter Wealth Services
West Virginia
-$214K -2,664 Closed
FWM
559
Frontier Wealth Management
Missouri
-$210K -2,618 Closed
WSFS
560
Wilmington Savings Fund Society
Delaware
-$209K -2,596 Closed
ONB
561
Old National Bancorp
Indiana
-$207K -2,570 Closed
JF
562
JSF Financial
California
-$206K -2,558 Closed
CFS
563
CRA Financial Services
New Jersey
-$203K -2,528 Closed
LRIA
564
Leonard Rickey Investment Advisors
Washington
-$201K -2,504 Closed
MWP
565
MYCIO Wealth Partners
Pennsylvania
-$165K -2,054 Closed
BAM
566
Belpointe Asset Management
Nevada
-$138K -1,716 Closed
FPS
567
Fieldpoint Private Securities
Connecticut
-$137K -1,702 Closed
RWA
568
Ropes Wealth Advisors
Massachusetts
-$137K -1,700 Closed
GC
569
Grace Capital
Massachusetts
-$96K -1,200 Closed
MMG
570
Monetary Management Group
Missouri
-$88K -1,100 Closed
CFB
571
Cullen/Frost Bankers
Texas
-$71K -880 Closed
SL
572
Savior LLC
Massachusetts
-$47K -590 Closed
PWMG
573
Prestige Wealth Management Group
New Jersey
-$47K -584 Closed
MG
574
MilWealth Group
Wisconsin
-$44.5K -554 Closed
FA
575
Fortis Advisors
Pennsylvania
-$27K -334 Closed