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

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.

New
Increased
Maintained
Reduced
Closed
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

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.09B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$189M
3
AP
3
Advisors Preferred
Maryland
$25.5M
4
PL
4
Polianta Ltd
Jersey
$12.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$292M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$120M
2
M&T Bank
2
M&T Bank
New York
$0
3
AG
3
Advisor Group
Arizona
$9.34M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$7.08M
5
Stifel Financial
5
Stifel Financial
Missouri
$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
126
Prostatis Group
Maryland
$3.39M +$3.39M +42,208 New
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$3.38M +$1.08M +13,428 +47%
GT
128
Glenmede Trust
Pennsylvania
$3.36M -$169K -2,100 -5%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$3.23M -$25.6K -318 -0.8%
BP
130
Ballentine Partners
Massachusetts
$3.16M – – –
ACM
131
Armbruster Capital Management
New York
$3.15M +$59K +734 +2%
FCFC
132
First Citizens Financial Corp
Iowa
$3.11M +$3.11M +38,722 New
LCM
133
Liberty Capital Management
Michigan
$3.1M +$443K +5,510 +17%
DIP
134
DT Investment Partners
Pennsylvania
$3.05M +$3.05M +37,940 New
CSA
135
Cottage Street Advisors
Massachusetts
$3.05M +$96.8K +1,204 +3%
Citigroup
136
Citigroup
New York
$3.02M -$1.04M -12,896 -26%
TC
137
Trilogy Capital
California
$2.91M -$253K -3,182 -8%
PA
138
Pinnacle Associates
New York
$2.89M -$5.47K -68 -0.2%
HWA
139
Heartwood Wealth Advisors
Virginia
$2.86M +$2.86M +35,554 New
AMCA
140
Arthur M. Cohen & Associates
Illinois
$2.83M -$471K -5,864 -14%
MAS
141
Managed Account Services
Florida
$2.71M -$310K -3,908 -10%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$2.71M -$48.4K -602 -2%
OAM
143
Occidental Asset Management
California
$2.7M +$79.1K +984 +3%
JWS
144
Juncture Wealth Strategies
Arizona
$2.7M +$220K +2,738 +9%
AWM
145
Avior Wealth Management
Nebraska
$2.69M +$579K +7,204 +27%
PWA
146
Physician Wealth Advisors
Utah
$2.63M -$9.86K -124 -0.4%
FPIS
147
Financial Planning & Information Services
Wisconsin
$2.61M +$48.6K +604 +2%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$2.59M -$2.43M -30,238 -48%
CAN
149
Cetera Advisor Networks
California
$2.58M -$45.4K -566 -2%
CS
150
Credit Suisse
Switzerland
$2.57M +$2.57M +31,982 New
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6
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