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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 %
CA
151
Cetera Advisors
Colorado
$2.56M -$4.67M -58,200 -65%
SEI Investments
152
SEI Investments
Pennsylvania
$2.54M +$31.4K +390 +1%
DI
153
Disciplined Investments
Oklahoma
$2.52M +$2.52M +31,284 New
JPMPWA
154
J.P. Morgan Private Wealth Advisors
California
$2.47M +$67.7K +842 +3%
GIM
155
Goelzer Investment Management
Indiana
$2.41M -$117K -1,450 -5%
PP
156
Palladium Partners
Virginia
$2.38M -$113K -1,410 -5%
PI
157
Parkside Investments
Illinois
$2.37M -$24.1K -300 -1%
MA
158
Mutual Advisors
Nebraska
$2.31M +$178K +2,216 +8%
WTC
159
WhitTier Trust Company
Nevada
$2.31M -$170K -2,114 -7%
TIA
160
Tiemann Investment Advisors
California
$2.29M -$66.9K -832 -3%
SWPG
161
Strategic Wealth Partners Group
Illinois
$2.28M +$1.29M +15,996 +129%
AWM
162
Argent Wealth Management
Massachusetts
$2.18M +$2.18M +27,086 New
Northern Trust
163
Northern Trust
Illinois
$2.17M +$174K +2,168 +9%
AF
164
Advisornet Financial
Minnesota
$2.17M +$127K +1,576 +6%
PP
165
PrairieView Partners
Minnesota
$2.16M -$202K -2,508 -9%
UR
166
USCA RIA
Texas
$2.13M -$27.3K -340 -1%
PWAP
167
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.1M +$621K +7,996 +42%
AAS
168
Avantax Advisory Services
Texas
$2.06M +$1.56M +19,486 +315%
KPCM
169
Kings Point Capital Management
New York
$2.04M – – –
OC
170
Oarsman Capital
Wisconsin
$2.03M +$169K +2,108 +9%
BCA
171
Berman Capital Advisors
Georgia
$2.01M +$804 +10 +0%
FWP
172
FAS Wealth Partners
Kansas
$2M -$156K -1,934 -7%
SLT
173
St Louis Trust
Missouri
$1.98M +$9.97K +124 +0.5%
PWP
174
Personal Wealth Partners
Minnesota
$1.95M -$573K -7,122 -23%
IAA
175
Independent Advisor Alliance
North Carolina
$1.94M +$1.94M +24,172 New
5 6
7
8 9