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

495 hedge funds and large institutions have $4.03B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.64%
New
50
Increased
159
Reduced
167
Closed
32
Calls
$887K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
+$554K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$226M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$965M
3
AG
3
Advisor Group
Arizona
$56M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$38.6M
5
NFG
5
Noven Financial Group
Colorado
$23.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$73.6M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$46.8M
3
NP
3
NorthRock Partners
Minnesota
$8.17M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.57M
5
IA
5
IFG Advisory
Georgia
$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
126
Physician Wealth Advisors
Utah
$2.63M +$2.63M +33,238 New
PP
127
Palladium Partners
Virginia
$2.59M -$25K -300 -1%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$2.57M -$8.29M -110,416 -76%
LCM
129
Liberty Capital Management
Michigan
$2.48M +$730K +9,724 +42%
PAG
130
Private Advisor Group
New Jersey
$2.47M -$127K -1,686 -5%
CAN
131
Cetera Advisor Networks
California
$2.46M -$54.5K -724 -2%
OAM
132
Occidental Asset Management
California
$2.45M +$139K +1,850 +6%
TRCT
133
Tower Research Capital (TRC)
New York
$2.43M -$5.8M -77,218 -70%
IA
134
Independence Advisors
Pennsylvania
$2.42M +$47.9K +638 +2%
FPIS
135
Financial Planning & Information Services
Wisconsin
$2.39M -$41.4K -552 -2%
GIM
136
Goelzer Investment Management
Indiana
$2.36M -$81.4K -1,084 -3%
PWP
137
Personal Wealth Partners
Minnesota
$2.35M +$2.35M +31,328 New
WTC
138
WhitTier Trust Company
Nevada
$2.31M -$66.1K -880 -3%
JWS
139
Juncture Wealth Strategies
Arizona
$2.31M +$726K +9,668 +46%
JPMPWA
140
J.P. Morgan Private Wealth Advisors
California
$2.24M -$43.7K -582 -2%
PI
141
Parkside Investments
Illinois
$2.23M -$57.1K -760 -2%
TIA
142
Tiemann Investment Advisors
California
$2.21M +$17.7K +236 +0.8%
PP
143
PrairieView Partners
Minnesota
$2.21M +$141K +1,884 +7%
PA
144
Parallel Advisors
California
$2.14M +$1.98M +26,366 +1,280%
APA
145
American Portfolios Advisors
New York
$2.11M +$1.83M +24,306 +639%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$2.11M +$804K +10,906 +62%
UR
147
USCA RIA
Texas
$2.01M -$15K -200 -0.7%
FWP
148
FAS Wealth Partners
Kansas
$2.01M -$176K -2,346 -8%
MA
149
Mutual Advisors
Nebraska
$1.99M +$124K +1,646 +7%
AWM
150
Avior Wealth Management
Nebraska
$1.97M +$511K +6,812 +35%
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