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

481 hedge funds and large institutions have $2.65B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.35%
New
44
Increased
162
Reduced
190
Closed
113
Calls
$290K
Puts
$2.1M
Net Calls
-$1.81M
Net Calls Change
-$1.87M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$847M
2
M&T Bank
M&T Bank
New York
$38.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$102M
4
UCFA
United Capital Financial Advisors
Texas
$63.3M
5
PS
Portfolio Solutions
Michigan
$87.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$82.7M
2
Bank of America
Bank of America
North Carolina
$105M
3
NFG
Noven Financial Group
Colorado
$0
4
AP
Advisors Preferred
Maryland
$0
5
Wells Fargo
Wells Fargo
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
151
Thomasville National Bank
Georgia
$1.34M +$20.4K +272 +2%
PAG
152
Private Advisor Group
New Jersey
$1.32M -$1.69M -33,892 -56%
KPCM
153
Kings Point Capital Management
New York
$1.27M – – –
TFA
154
Tobias Financial Advisors
Florida
$1.27M +$165K +3,302 +15%
SLT
155
St Louis Trust
Missouri
$1.23M – – –
Northern Trust
156
Northern Trust
Illinois
$1.23M -$120K -2,396 -9%
CCT
157
Country Club Trust
Missouri
$1.23M +$501K +10,056 +69%
CFA
158
Cahill Financial Advisors
Minnesota
$1.21M -$1.24M -24,868 -51%
EWA
159
ERTS Wealth Advisors
Michigan
$1.21M +$912K +18,258 +306%
ASN
160
Advisory Services Network
Georgia
$1.2M -$4.2K -84 -0.3%
FCI
161
Financial Counselors Inc
Kansas
$1.2M +$20K +400 +2%
TCM
162
Telos Capital Management
California
$1.19M +$5K +100 +0.4%
WTC
163
WhitTier Trust Company
Nevada
$1.18M -$256K -5,132 -18%
TPCW
164
TD Private Client Wealth
New York
$1.16M +$58.4K +1,168 +5%
CWM
165
Cranbrook Wealth Management
Michigan
$1.14M +$899 +18 +0.1%
NFG
166
Next Financial Group
Texas
$1.12M +$378K +7,558 +51%
OAM
167
Occidental Asset Management
California
$1.09M -$586K -11,740 -35%
MAS
168
Managed Account Services
Florida
$1.09M -$457K -10,102 -30%
A
169
AdvicePeriod
California
$1.08M +$768K +15,368 +243%
CI
170
Conning Inc
Connecticut
$1.05M – – –
Wolverine Trading
171
Wolverine Trading
Illinois
$1.05M +$1.05M +20,970 New
LF
172
LifeSteps Financial
California
$1.05M -$144K -2,874 -12%
PWM
173
PBMares Wealth Management
Virginia
$1.04M +$25K +500 +2%
NCM
174
Neumann Capital Management
California
$1.03M +$20K +400 +2%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$1.03M +$44.6K +892 +5%
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