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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 %
FWP
126
FAS Wealth Partners
Kansas
$3.06M -$173K -2,078 -5%
WTC
127
WhitTier Trust Company
Nevada
$3.05M – – –
AI
128
Atria Investments
North Carolina
$3.01M +$1.49M +17,846 +98%
GRP
129
Global Retirement Partners
California
$2.89M +$1.84M +22,000 +174%
CIBC World Market
130
CIBC World Market
Ontario, Canada
$2.86M +$237K +2,836 +9%
MAS
131
Managed Account Services
Florida
$2.85M -$128K -1,660 -4%
LNC
132
Lincoln National Corp
Pennsylvania
$2.84M +$603K +7,226 +27%
ADL
133
Asset Dedication LLC
California
$2.81M +$309K +3,680 +12%
UR
134
USCA RIA
Texas
$2.78M +$33.2K +398 +1%
SWP
135
Stratos Wealth Partners
Ohio
$2.76M +$1.21M +14,438 +77%
IA
136
IFP Advisors
Florida
$2.66M +$757K +9,068 +40%
KFA
137
Kays Financial Advisory
Georgia
$2.64M +$2.64M +31,646 New
OAM
138
Occidental Asset Management
California
$2.62M -$1.11M -13,280 -30%
PMFA
139
Plante Moran Financial Advisors
Michigan
$2.6M +$2.37M +28,374 +1,004%
PP
140
Palladium Partners
Virginia
$2.59M – – –
BIM
141
Bridges Investment Management
Nebraska
$2.49M -$329K -3,940 -12%
FHC
142
First Heartland Consultants
Missouri
$2.47M +$751K +8,996 +44%
LFPWM
143
Leicht Financial Planning & Wealth Management
New Jersey
$2.44M -$243K -2,912 -9%
AFP
144
Ausdal Financial Partners
Iowa
$2.39M +$81K +970 +4%
CPIG
145
Chicago Partners Investment Group
Illinois
$2.37M +$9.91K +134 +0.4%
PFA
146
Pure Financial Advisors
California
$2.3M +$2.3M +27,572 New
PP
147
PrairieView Partners
Minnesota
$2.29M -$119K -1,424 -5%
FTS
148
Fifth Third Securities
Ohio
$2.27M +$2.27M +27,248 New
GIM
149
Goelzer Investment Management
Indiana
$2.23M +$4.17K +50 +0.2%
BSW
150
Buckingham Strategic Wealth
Missouri
$2.22M +$889K +10,648 +67%
4 5
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