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

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

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$58.3M
2
WSFS
2
Wilmington Savings Fund Society
Delaware
$8.38M
3
COI
3
Connable Office Inc
Michigan
$7.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$195M
5
TRCT
5
Tower Research Capital (TRC)
New York
$8.21M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$838M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$31M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$97.2M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
PS
5
Portfolio Solutions
Michigan
$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEC
76
Blue Edge Capital
Virginia
$4.03M +$499K +8,296 +14%
Lido Advisors
77
Lido Advisors
California
$3.97M +$66.4K +1,104 +2%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$3.89M -$330K -5,478 -8%
FMC
79
First Merchants Corp
Indiana
$3.83M -$474K -7,874 -11%
BFM
80
Broadview Financial Management
Wisconsin
$3.66M -$899K -14,942 -20%
LFS
81
Lutz Financial Services
Nebraska
$3.63M -$473K -7,864 -12%
SPIA
82
Steward Partners Investment Advisory
New York
$3.59M -$129K -2,150 -3%
MSWMA
83
Market Street Wealth Management Advisors
Indiana
$3.5M +$945K +15,698 +37%
BSW
84
Buckingham Strategic Wealth
Missouri
$3.49M +$929K +15,428 +36%
SPC
85
Sigma Planning Corp
Michigan
$3.43M -$274K -4,544 -7%
MCM
86
MAI Capital Management
Ohio
$3.41M -$272K -4,514 -7%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$3.4M +$604K +10,036 +22%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$3.36M -$2.14M -34,510 -39%
SNT
89
Security National Trust
West Virginia
$3.35M +$24.9K +414 +0.7%
MA
90
MUFG Americas
New York
$3.27M -$445K -7,400 -12%
GLA
91
Great Lakes Advisors
Illinois
$3.25M +$59.3K +986 +2%
EWM
92
Empirical Wealth Management
Washington
$3.05M +$780K +12,962 +34%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$3.03M +$352K +5,850 +13%
LFAS
94
Level Four Advisory Services
Texas
$3M +$40.6K +674 +1%
Franklin Resources
95
Franklin Resources
California
$2.97M -$2.41M -38,830 -45%
IF
96
Ironwood Financial
Arizona
$2.94M +$2.94M +48,914 New
NSB
97
Norway Savings Bank
Maine
$2.94M +$73.1K +1,214 +3%
AWM
98
Argent Wealth Management
Massachusetts
$2.91M +$332K +5,004 +13%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$2.87M -$1.11M -18,440 -28%
GT
100
Greenleaf Trust
Michigan
$2.87M -$607K -10,084 -17%
2 3
4
5 6