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iShares S&P Small-Cap 600 Value ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
BSW
126
Buckingham Strategic Wealth
Missouri
$2.09M -$1.46M -23,850 -41%
Comerica Bank
127
Comerica Bank
Texas
$2.04M -$340K -10,006 -14%
PP
128
PrairieView Partners
Minnesota
$1.99M -$44.2K -722 -2%
UWPG
129
Ullmann Wealth Partners Group
Florida
$1.93M -$695K -11,354 -26%
Citigroup
130
Citigroup
New York
$1.92M -$388K -6,340 -17%
SC
131
Savant Capital
Illinois
$1.9M -$106K -1,732 -5%
AWM
132
Avior Wealth Management
Nebraska
$1.88M -$148K -2,414 -7%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$1.81M -$10.9K -178 -0.6%
MA
134
Mutual Advisors
Nebraska
$1.79M +$70.5K +1,152 +4%
PWMAG
135
Pinnacle Wealth Management Advisory Group
New Jersey
$1.79M +$62.4K +1,020 +4%
DI
136
Disciplined Investments
Oklahoma
$1.71M -$32.8K -536 -2%
PFA
137
Pure Financial Advisors
California
$1.7M -$193K -3,154 -10%
AF
138
Advisornet Financial
Minnesota
$1.68M -$32.4K -530 -2%
CI
139
Conning Inc
Connecticut
$1.68M +$397K +6,490 +31%
PP
140
Palladium Partners
Virginia
$1.67M -$9.79K -160 -0.6%
TIA
141
Tiemann Investment Advisors
California
$1.65M -$93.1K -1,520 -5%
KAS
142
Kestra Advisory Services
Texas
$1.62M +$1.62M +26,478 New
WI
143
Wintrust Investments
Illinois
$1.56M +$312K +5,100 +25%
CAN
144
Cetera Advisor Networks
California
$1.54M -$261K -4,262 -14%
ASN
145
Advisory Services Network
Georgia
$1.53M +$51.1K +834 +3%
TSW
146
Thompson Siegel & Walmsley
Virginia
$1.52M -$360K -5,880 -19%
NFG
147
Next Financial Group
Texas
$1.5M +$41.6K +680 +3%
CIBC World Market
148
CIBC World Market
Ontario, Canada
$1.45M -$95.9K -3,132 -6%
Northern Trust
149
Northern Trust
Illinois
$1.43M +$214K +3,492 +18%
NCM
150
Neumann Capital Management
California
$1.43M +$18.4K +300 +1%