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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 %
A
151
AdvicePeriod
California
$1.42M -$26.4K -432 -2%
FCI
152
Financial Counselors Inc
Kansas
$1.38M -$66.1K -1,080 -5%
CCT
153
Country Club Trust
Missouri
$1.38M +$1.38M +22,492 New
AWM
154
AE Wealth Management
Kansas
$1.37M -$156K -2,546 -10%
LF
155
LifeSteps Financial
California
$1.37M -$81K -1,324 -6%
TPCW
156
TD Private Client Wealth
New York
$1.36M -$229K -3,748 -14%
CWM
157
Cranbrook Wealth Management
Michigan
$1.36M +$857 +14 +0.1%
KPCM
158
Kings Point Capital Management
New York
$1.34M
SLT
159
St Louis Trust
Missouri
$1.29M +$282K +4,604 +28%
TSWM
160
Triangle Securities Wealth Management
North Carolina
$1.28M -$2.94K -48 -0.2%
CA
161
Cetera Advisors
Colorado
$1.26M -$30.6K -500 -2%
SS
162
Simplicity Solutions
Minnesota
$1.24M -$200K -3,260 -14%
OAM
163
Occidental Asset Management
California
$1.23M -$18.6K -304 -1%
PAG
164
Private Advisor Group
New Jersey
$1.21M -$85.2K -1,392 -7%
WTC
165
WhitTier Trust Company
Nevada
$1.21M -$91.2K -1,490 -7%
AA
166
Alesco Advisors
New York
$1.19M -$17K -278 -1%
EH
167
Equitable Holdings
New York
$1.16M -$8.57M -140,012 -88%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$1.16M +$100K +1,552 +9%
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$1.15M -$2.01M -32,884 -64%
TAIM
170
TD Ameritrade Investment Management
Nebraska
$1.15M +$28.9K +472 +3%
APG
171
Abacus Planning Group
South Carolina
$1.12M +$120K +1,964 +12%
VFP
172
Verus Financial Partners
Virginia
$1.12M +$1.12M +18,354 New
EWA
173
ERTS Wealth Advisors
Michigan
$1.12M -$224K -3,652 -17%
Financial Engines Advisors
174
Financial Engines Advisors
California
$1.12M -$75.6K -1,242 -6%
PWM
175
PBMares Wealth Management
Virginia
$1.11M +$80.2K +1,310 +8%