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

476 hedge funds and large institutions have $2.9B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 191 reducing their positions, and 35 closing their positions.

Holders
476
Holders Change
+5
Holders Change %
+1.06%
% of All Funds
9.63%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
46
Increased
145
Reduced
191
Closed
35
Calls
$992K
Puts
$587K
Net Calls
+$405K
Net Calls Change
+$1.48M

Top Buyers

1
RWA
1
RGT Wealth Advisors
Texas
$51.4M
2
M&T Bank
2
M&T Bank
New York
$67.5M
3
Bank of America
3
Bank of America
North Carolina
$145M
4
Stifel Financial
4
Stifel Financial
Missouri
$50.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$204M

Top Sellers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$68.7M
2
Wells Fargo
2
Wells Fargo
California
$98M
3
CPO
3
Cerity Partners OCIO
New York
$4.8M
4
EH
4
Equitable Holdings
New York
$1.16M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$2.69M +$248K +4,050 +10%
IA
102
IndexIQ Advisors
New York
$2.67M +$2.67M +43,668 New
WP
103
WealthSource Partners
California
$2.63M -$45.2K -738 -2%
JPMPWA
104
J.P. Morgan Private Wealth Advisors
California
$2.6M +$411K +6,724 +19%
LFG
105
Larson Financial Group
Missouri
$2.53M -$1.59M -25,974 -39%
BIM
106
Bridges Investment Management
Nebraska
$2.51M -$60K -980 -2%
FCFC
107
First Citizens Financial Corp
Iowa
$2.49M -$20.2K -330 -0.8%
PWA
108
Physician Wealth Advisors
Utah
$2.47M +$1.22M +37,576 +97%
SWPG
109
Strategic Wealth Partners Group
Illinois
$2.45M -$85K -1,388 -3%
PA
110
Parallel Advisors
California
$2.45M -$12.2K -200 -0.5%
GIM
111
Goelzer Investment Management
Indiana
$2.42M -$23.7K -388 -1%
BP
112
Ballentine Partners
Massachusetts
$2.39M -$15.3K -250 -0.6%
TYCC
113
Texas Yale Capital Corp
Florida
$2.36M – – –
Lido Advisors
114
Lido Advisors
California
$2.35M -$1.68M -27,504 -42%
DIP
115
DT Investment Partners
Pennsylvania
$2.32M – – –
OC
116
Oarsman Capital
Wisconsin
$2.32M -$1.59K -26 -0.1%
APA
117
American Portfolios Advisors
New York
$2.28M -$214K -3,498 -9%
IFS
118
Ifrah Financial Services
Arkansas
$2.27M +$99.8K +1,630 +5%
FPIS
119
Financial Planning & Information Services
Wisconsin
$2.23M +$18.1K +296 +0.8%
JWS
120
Juncture Wealth Strategies
Arizona
$2.22M +$167K +2,734 +8%
RC
121
Rovin Capital
Arizona
$2.19M +$44.1K +720 +2%
BAM
122
Baldrige Asset Management
Pennsylvania
$2.17M +$57.4K +938 +3%
TIM
123
Tortoise Investment Management
New York
$2.15M -$30.7K -502 -1%
CW
124
CreativeOne Wealth
Kansas
$2.11M +$1.16M +18,976 +123%
AF
125
Allworth Financial
California
$2.1M -$78.9K -1,288 -4%
3 4
5
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