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iShares S&P Small-Cap 600 Value ETF

468 hedge funds and large institutions have $3.24B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 150 increasing their positions, 153 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.44%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
82
Increased
150
Reduced
153
Closed
76
Calls
$2.81M
Puts
$620K
Net Calls
+$2.19M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
176
Neumann Capital Management
California
$1.18M -$61.3K -930 -5%
ACA
177
Anchor Capital Advisors
Massachusetts
$1.15M +$1.15M +17,370 New
AWM
178
Avior Wealth Management
Nebraska
$1.13M -$14.2K -216 -1%
CFGS
179
Concourse Financial Group Securities
Alabama
$1.11M -$2.2M -33,376 -67%
ZF
180
Zhang Financial
Michigan
$1.08M +$126K +1,914 +13%
SCM
181
Snow Capital Management
Pennsylvania
$1.06M +$1.06M +16,140 New
CCT
182
Country Club Trust
Missouri
$1.06M +$750K +11,376 +241%
GA
183
GFS Advisors
Texas
$1.05M +$55.8K +846 +6%
TNB
184
Thomasville National Bank
Georgia
$1.05M +$37.7K +572 +4%
EK
185
Evensky & Katz
Florida
$1.03M +$49.8K +756 +5%
FHA
186
First Horizon Advisors
Tennessee
$1.03M -$1.95M -29,634 -66%
CAM
187
Covenant Asset Management
New Jersey
$1.02M
BA
188
BKS Advisors
Michigan
$1.02M +$178K +2,704 +21%
AF
189
Advisornet Financial
Minnesota
$1.02M +$497K +7,548 +95%
TAIM
190
TD Ameritrade Investment Management
Nebraska
$988K -$29.9K -454 -3%
NSG
191
Nalls Sherbakoff Group
Tennessee
$982K +$982K +14,898 New
PA
192
Planning Alternatives
Michigan
$979K -$81.6K -1,238 -8%
NFG
193
Next Financial Group
Texas
$979K +$881K +13,364 +897%
BPWA
194
Beacon Pointe Wealth Advisors
California
$965K +$965K +14,640 New
VDFA
195
Vickerman & Driscoll Financial Advisors
Washington
$962K +$109K +1,652 +13%
PWMAG
196
Pinnacle Wealth Management Advisory Group
New Jersey
$959K +$959K +14,550 New
GRP
197
Global Retirement Partners
California
$955K -$1.33M -20,162 -58%
BSB
198
Bangor Savings Bank
Maine
$942K -$71.7K -1,088 -7%
PI
199
Parkside Investments
Illinois
$933K +$933K +14,160 New
GPA
200
Guidance Point Advisors
Massachusetts
$925K +$925K +14,044 New