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iShares S&P Small-Cap 600 Value ETF

556 hedge funds and large institutions have $4.24B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 181 reducing their positions, and 28 closing their positions.

Holders
556
Holders Change
+61
Holders Change %
+12.32%
% of All Funds
10.98%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.69%
New
94
Increased
175
Reduced
181
Closed
28
Calls
$710K
Puts
$643K
Net Calls
+$67K
Net Calls Change
+$1.09M
Name Market Value Shares Shares
Change
Shares
Change %
BEC
101
Blue Edge Capital
Virginia
$4.5M 27,996 +1,556 +6%
TIM
102
Tortoise Investment Management
New York
$4.45M 27,657 -1,949 -7%
ADL
103
Asset Dedication LLC
California
$4.29M 26,694 +854 +3%
SNT
104
Security National Trust
West Virginia
$4.26M 26,475 -15 -0.1%
MSWMA
105
Market Street Wealth Management Advisors
Indiana
$4.24M 26,370 -45 -0.2%
PFA
106
Pure Financial Advisors
California
$4.16M 25,898 +1,933 +8%
PA
107
Parallel Advisors
California
$4.11M 25,542 +11,329 +80%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$4.08M 25,348 +25,348 New
TYCC
109
Texas Yale Capital Corp
Florida
$4.03M 25,045 -30 -0.1%
LFAS
110
Level Four Advisory Services
Texas
$3.96M 24,602 -80 -0.3%
CFA
111
Cahill Financial Advisors
Minnesota
$3.95M 24,574 -4,122 -14%
TSW
112
Thompson Siegel & Walmsley
Virginia
$3.92M 24,368 -973 -4%
PAI
113
Pittenger & Anderson Inc
Nebraska
$3.9M 24,240
Natixis Advisors
114
Natixis Advisors
Massachusetts
$3.86M 24,027 +428 +2%
CPIG
115
Chicago Partners Investment Group
Illinois
$3.81M 23,500 +704 +3%
NSB
116
Norway Savings Bank
Maine
$3.77M 23,413 +104 +0.4%
OC
117
Oppenheimer & Co
New York
$3.68M 22,867 +4,760 +26%
SFS
118
Sowell Financial Services
Arkansas
$3.55M 22,069 -1,666 -7%
BIM
119
Bridges Investment Management
Nebraska
$3.55M 22,051 +1,573 +8%
SFO
120
Stokes Family Office
Louisiana
$3.55M 22,046 +22,046 New
HighTower Advisors
121
HighTower Advisors
Illinois
$3.52M 21,889 -8,795 -29%
BAAM
122
Baker Avenue Asset Management
California
$3.51M 21,850 +19,500 +830%
HTC
123
Haverford Trust Company
Pennsylvania
$3.51M 21,832 -336 -2%
EW
124
Element Wealth
Mississippi
$3.45M 21,477 +21,477 New
CIBC World Market
125
CIBC World Market
Ontario, Canada
$3.41M 21,202 +2,521 +13%