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

466 hedge funds and large institutions have $4.28B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 136 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+18
Holders Change %
+4.02%
% of All Funds
10.67%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
46
Increased
174
Reduced
136
Closed
26
Calls
$835K
Puts
$1.62M
Net Calls
-$785K
Net Calls Change
+$1.91M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$871M
2
DF
2
Donoghue Forlines
Massachusetts
$79.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$97.3M
4
Ameriprise
4
Ameriprise
Minnesota
$97.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$33.5M

Top Sellers

1
G
1
Gainplan
Michigan
$0
2
PS
2
Portfolio Solutions
Michigan
$118M
3
CA
3
Centerpoint Advisors
Massachusetts
$15.6M
4
PI
4
PineBridge Investments
New York
$14.7M
5
LFAS
5
Level Four Advisory Services
Texas
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
101
Haverford Trust Company
Pennsylvania
$4.08M -$835 -10 -0%
GWM
102
Geneos Wealth Management
Colorado
$4.06M +$3.51M +41,890 +649%
HighTower Advisors
103
HighTower Advisors
Illinois
$4.01M -$273K -3,268 -6%
PAI
104
Pittenger & Anderson Inc
Nebraska
$3.99M – – –
CAN
105
Cetera Advisor Networks
California
$3.98M +$1.04M +12,510 +36%
Comerica Bank
106
Comerica Bank
Texas
$3.89M -$66.1K -872 -2%
GT
107
Glenmede Trust
Pennsylvania
$3.79M +$3.79M +45,450 New
Natixis Advisors
108
Natixis Advisors
Massachusetts
$3.79M -$157K -1,886 -4%
BEC
109
Blue Edge Capital
Virginia
$3.79M +$173K +2,068 +5%
FHA
110
First Horizon Advisors
Tennessee
$3.78M +$163K +1,954 +5%
SB
111
Suntrust Banks
Georgia
$3.71M +$17.5K +210 +0.5%
NSB
112
Norway Savings Bank
Maine
$3.71M -$115K -1,380 -3%
SNT
113
Security National Trust
West Virginia
$3.69M +$70.1K +840 +2%
FPIS
114
Financial Planning & Information Services
Wisconsin
$3.67M -$561K -6,724 -13%
Creative Planning
115
Creative Planning
Kansas
$3.57M +$861K +10,314 +32%
WA
116
Wealth Architects
California
$3.56M -$66.9K -802 -2%
HFS
117
HL Financial Services
Kentucky
$3.54M +$240K +2,872 +7%
EC
118
Estate Counselors
Wisconsin
$3.47M +$184K +2,200 +6%
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$3.41M -$183K -2,196 -5%
SMG
120
Smart Money Group
Texas
$3.39M +$622K +7,450 +22%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$3.19M +$241K +2,886 +8%
ASN
122
Advisory Services Network
Georgia
$3.18M +$1.08M +12,928 +51%
MA
123
Mutual Advisors
Nebraska
$3.18M +$709K +8,494 +29%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$3.16M +$2.07M +24,820 +191%
MHS
125
M Holdings Securities
Oregon
$3.11M +$264K +3,158 +9%
3 4
5
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