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iShares S&P Small-Cap 600 Value ETF

471 hedge funds and large institutions have $2.84B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 139 increasing their positions, 204 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-10
Holders Change %
-2.08%
% of All Funds
9.68%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.31%
New
47
Increased
139
Reduced
204
Closed
53
Calls
$361K
Puts
$1.43M
Net Calls
-$1.07M
Net Calls Change
+$735K
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
151
Next Financial Group
Texas
$1.43M +$80K +1,330 +6%
LF
152
LifeSteps Financial
California
$1.43M +$167K +2,780 +13%
A
153
AdvicePeriod
California
$1.42M +$117K +1,950 +9%
FCI
154
Financial Counselors Inc
Kansas
$1.42M -$19.9K -330 -1%
SS
155
Simplicity Solutions
Minnesota
$1.41M -$849K -14,118 -38%
NCM
156
Neumann Capital Management
California
$1.39M +$144K +2,400 +12%
TCM
157
Telos Capital Management
California
$1.35M -$82.3K -1,368 -6%
CWM
158
Cranbrook Wealth Management
Michigan
$1.34M -$35.4K -588 -3%
EWA
159
ERTS Wealth Advisors
Michigan
$1.32M -$136K -2,264 -9%
KPCM
160
Kings Point Capital Management
New York
$1.32M -$208K -3,450 -14%
WTC
161
WhitTier Trust Company
Nevada
$1.28M -$143K -2,376 -10%
PAG
162
Private Advisor Group
New Jersey
$1.27M -$322K -5,352 -20%
CAM
163
Cresset Asset Management
Illinois
$1.27M +$1.27M +21,066 New
CA
164
Cetera Advisors
Colorado
$1.27M -$433K -7,194 -25%
CI
165
Conning Inc
Connecticut
$1.26M
TSWM
166
Triangle Securities Wealth Management
North Carolina
$1.26M -$1.59M -26,462 -56%
WI
167
Wintrust Investments
Illinois
$1.23M +$1.23M +20,390 New
OAM
168
Occidental Asset Management
California
$1.23M -$92.2K -1,532 -7%
Northern Trust
169
Northern Trust
Illinois
$1.2M -$283K -4,696 -19%
AA
170
Alesco Advisors
New York
$1.18M +$241 +4 +0%
Financial Engines Advisors
171
Financial Engines Advisors
California
$1.18M -$3.11M -51,612 -72%
MAS
172
Managed Account Services
Florida
$1.17M -$308K -5,008 -21%
TAIM
173
TD Ameritrade Investment Management
Nebraska
$1.1M -$76.5K -1,270 -6%
SEIA
174
Signature Estate & Investment Advisors
California
$1.04M +$33.6K +558 +3%
SFG
175
StrategIQ Financial Group
Indiana
$1.03M -$76K -1,264 -7%