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

466 hedge funds and large institutions have $4.28B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 136 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+18
Holders Change %
+4.02%
% of All Funds
10.67%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
46
Increased
174
Reduced
136
Closed
26
Calls
$835K
Puts
$1.62M
Net Calls
-$785K
Net Calls Change
+$1.91M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$871M
2
DF
2
Donoghue Forlines
Massachusetts
$79.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$97.3M
4
Ameriprise
4
Ameriprise
Minnesota
$97.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$33.5M

Top Sellers

1
G
1
Gainplan
Michigan
$0
2
PS
2
Portfolio Solutions
Michigan
$118M
3
CA
3
Centerpoint Advisors
Massachusetts
$15.6M
4
PI
4
PineBridge Investments
New York
$14.7M
5
LFAS
5
Level Four Advisory Services
Texas
$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
176
Lido Advisors
California
$1.4M -$17.6K -210 -1%
PA
177
Planning Alternatives
Michigan
$1.34M -$10.7K -128 -0.8%
TAIM
178
TD Ameritrade Investment Management
Nebraska
$1.29M +$155K +1,856 +14%
BSB
179
Bangor Savings Bank
Maine
$1.28M +$29.7K +356 +2%
TNB
180
Thomasville National Bank
Georgia
$1.28M -$2.34K -28 -0.2%
GA
181
GFS Advisors
Texas
$1.26M -$180K -2,156 -13%
EK
182
Evensky & Katz
Florida
$1.24M -$4.51K -54 -0.4%
CW
183
Cobiz Wealth
Colorado
$1.22M +$12.5K +150 +1%
CA
184
Cornerstone Advisory
Maryland
$1.2M – – –
ZF
185
Zhang Financial
Michigan
$1.19M -$116K -1,408 -9%
CPSAC
186
Chas P. Smith & Associates (CPS)
Florida
$1.15M -$169K -2,022 -13%
HCA
187
Heck Capital Advisors
Wisconsin
$1.13M -$4.34K -52 -0.4%
CG
188
Colony Group
Massachusetts
$1.09M -$24.9K -298 -2%
VDFA
189
Vickerman & Driscoll Financial Advisors
Washington
$1.08M -$6.35K -76 -0.6%
BA
190
BKS Advisors
Michigan
$1.07M -$148K -1,772 -12%
CAC
191
Certified Advisory Corp
Florida
$1.04M +$122K +1,466 +13%
CAM
192
Covenant Asset Management
New Jersey
$1.02M -$20K -240 -2%
CC
193
Courier Capital
New York
$1.02M – – –
JIC
194
Joel Isaacson & Co
New York
$1M – – –
AA
195
Advisory Alpha
Michigan
$998K +$70.9K +970 +8%
Barclays
196
Barclays
United Kingdom
$984K – – –
GFPC
197
Global Financial Private Capital
Florida
$983K +$983K +11,780 New
SEIA
198
Signature Estate & Investment Advisors
California
$980K +$60K +718 +7%
WCWM
199
Willow Creek Wealth Management
California
$964K -$15.2K -182 -2%
PFA
200
Pinnacle Family Advisors
Missouri
$941K +$11.5K +138 +1%
6 7
8
9 10