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iShares S&P Small-Cap 600 Value ETF

482 hedge funds and large institutions have $3.7B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-15
Holders Change %
-3.02%
% of All Funds
10.49%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
30
Increased
185
Reduced
155
Closed
38
Calls
$1.14M
Puts
$2.72M
Net Calls
-$1.58M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMAG
151
Pinnacle Wealth Management Advisory Group
New Jersey
$1.74M +$319K +4,300 +22%
NL
152
NWAM LLC
Washington
$1.74M +$50.8K +684 +3%
LCM
153
Liberty Capital Management
Michigan
$1.74M +$838K +11,278 +93%
HCM
154
Hudson Capital Management
New Jersey
$1.73M -$127K -1,716 -7%
AF
155
Advisornet Financial
Minnesota
$1.72M +$337K +4,534 +24%
OC
156
Oarsman Capital
Wisconsin
$1.72M +$47.6K +640 +3%
CWM
157
Cranbrook Wealth Management
Michigan
$1.69M +$892 +12 +0.1%
CAL
158
Capital Analysts LLC
Pennsylvania
$1.57M +$288K +3,878 +22%
JWS
159
Juncture Wealth Strategies
Arizona
$1.57M +$1.3M +17,434 +472%
CI
160
Conning Inc
Connecticut
$1.57M
LFG
161
Larson Financial Group
Missouri
$1.54M +$48.3K +650 +3%
CSM
162
CAMG Solamere Management
North Carolina
$1.52M -$170K -2,292 -10%
DADC
163
D.A. Davidson & Co
Montana
$1.5M -$11.6K -156 -0.8%
PFG
164
Pacific Financial Group
Washington
$1.47M
BAM
165
Baldrige Asset Management
Pennsylvania
$1.46M +$185K +2,496 +15%
AA
166
Alesco Advisors
New York
$1.45M +$297 +4 +0%
AWM
167
Avior Wealth Management
Nebraska
$1.45M +$130K +1,752 +10%
NNP
168
Nachman Norwood & Parrott
South Carolina
$1.42M +$149 +2 +0%
CAC
169
Certified Advisory Corp
Florida
$1.42M -$65.1K -876 -4%
Thrivent Financial for Lutherans
170
Thrivent Financial for Lutherans
Minnesota
$1.36M +$227K +3,056 +20%
CW
171
Cobiz Wealth
Colorado
$1.36M -$167K -2,250 -11%
HSA
172
HBK Sorce Advisory
Pennsylvania
$1.35M -$131K -1,768 -9%
TNB
173
Thomasville National Bank
Georgia
$1.32M +$34.6K +466 +3%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$722K +9,692 +121%
BPWA
175
Beacon Pointe Wealth Advisors
California
$1.31M +$4.3K +58 +0.3%