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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

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

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$226M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$965M
3
AG
3
Advisor Group
Arizona
$56M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$38.6M
5
NFG
5
Noven Financial Group
Colorado
$23.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$73.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$46.8M
3
NP
3
NorthRock Partners
Minnesota
$8.17M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.57M
5
IA
5
IFG Advisory
Georgia
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
76
Triangle Securities Wealth Management
North Carolina
$5.12M -$74K -986 -1%
GT
77
Greenleaf Trust
Michigan
$5.07M -$105K -1,398 -2%
MCG
78
MACRO Consulting Group
New Jersey
$5.03M +$159K +2,108 +3%
UWPG
79
Ullmann Wealth Partners Group
Florida
$5.02M -$116K -1,540 -2%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$5M +$110K +1,464 +2%
IFS
81
Ifrah Financial Services
Arkansas
$4.86M +$208K +2,764 +4%
MA
82
MUFG Americas
New York
$4.77M -$121K -1,610 -2%
SPIA
83
Steward Partners Investment Advisory
New York
$4.7M -$8.56K -114 -0.2%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$4.69M +$3.8M +50,614 +427%
HighTower Advisors
85
HighTower Advisors
Illinois
$4.61M +$1.47M +19,534 +47%
EDRIA
86
Edmonds Duncan Registered Investment Advisors
Kansas
$4.59M -$60.8K -810 -1%
TIM
87
Tortoise Investment Management
New York
$4.45M -$465K -6,188 -9%
GLA
88
Great Lakes Advisors
Illinois
$4.4M -$79.6K -1,060 -2%
WA
89
Wealth Architects
California
$4.4M -$34.1K -454 -0.8%
Goldman Sachs
90
Goldman Sachs
New York
$4.4M -$20.6K -274 -0.5%
TFF
91
The Family Firm
Maryland
$4.37M +$125K +1,662 +3%
MCM
92
MAI Capital Management
Ohio
$4.37M +$26.6K +354 +0.6%
MCM
93
MV Capital Management
Maryland
$4.37M -$319K -4,246 -7%
CFA
94
Cahill Financial Advisors
Minnesota
$4.31M -$793K -10,556 -16%
SC
95
Savant Capital
Illinois
$4.29M +$81.7K +1,088 +2%
Financial Engines Advisors
96
Financial Engines Advisors
California
$4.22M +$373K +4,972 +10%
Lido Advisors
97
Lido Advisors
California
$4.19M +$1.94M +25,842 +86%
SNT
98
Security National Trust
West Virginia
$3.98M +$54.1K +720 +1%
BEC
99
Blue Edge Capital
Virginia
$3.97M +$7.51K +100 +0.2%
MSWMA
100
Market Street Wealth Management Advisors
Indiana
$3.97M +$829K +11,044 +26%
2 3
4
5 6