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

497 hedge funds and large institutions have $3.75B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 172 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
497
Holders Change
+29
Holders Change %
+6.2%
% of All Funds
10.77%
Holding in Top 10
30
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20%
% of All Funds
0.65%
New
73
Increased
172
Reduced
147
Closed
38
Calls
$1.17M
Puts
$1.28M
Net Calls
-$118K
Net Calls Change
-$2.31M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$847M
2
NFG
Noven Financial Group
Colorado
$23.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$91.3M
4
Stifel Financial
Stifel Financial
Missouri
$106M
5
IA
IFG Advisory
Georgia
$7.29M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$10.8M
2
BSW
Buckingham Strategic Wealth
Missouri
$5.73M
3
Wells Fargo
Wells Fargo
California
$205M
4
Morgan Stanley
Morgan Stanley
New York
$242M
5
WIA
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$1.37M +$964K +13,062 +235%
AF
177
Advisornet Financial
Minnesota
$1.37M +$229K +3,106 +20%
AWM
178
Avior Wealth Management
Nebraska
$1.31M +$35.7K +484 +3%
NCM
179
Neumann Capital Management
California
$1.3M -$14.8K -200 -1%
BPWA
180
Beacon Pointe Wealth Advisors
California
$1.3M +$220K +2,986 +20%
TNB
181
Thomasville National Bank
Georgia
$1.27M +$103K +1,396 +9%
CAL
182
Capital Analysts LLC
Pennsylvania
$1.27M -$46.5K -630 -4%
BAM
183
Baldrige Asset Management
Pennsylvania
$1.27M +$1.27M +17,210 New
ZF
184
Zhang Financial
Michigan
$1.21M +$295 +4 +0%
GA
185
GFS Advisors
Texas
$1.16M -$12.5K -170 -1%
CCT
186
Country Club Trust
Missouri
$1.15M -$38.2K -518 -3%
BA
187
BKS Advisors
Michigan
$1.15M +$2.66K +36 +0.2%
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$1.13M +$1.13M +15,258 New
PWLP
189
Prio Wealth Limited Partnership
Massachusetts
$1.11M -$296K -4,020 -21%
EK
190
Evensky & Katz
Florida
$1.11M -$37.6K -510 -3%
TAIM
191
TD Ameritrade Investment Management
Nebraska
$1.1M -$7.96K -108 -0.7%
SEIA
192
Signature Estate & Investment Advisors
California
$1.07M +$81.8K +1,108 +8%
PA
193
Planning Alternatives
Michigan
$1.07M -$31.4K -426 -3%
HCA
194
Heck Capital Advisors
Wisconsin
$1.06M +$65.5K +888 +7%
VCM
195
Vivaldi Capital Management
Illinois
$1.05M +$1.05M +14,282 New
PIMG
196
Patriot Investment Management Group
Tennessee
$1.05M +$1.05M +14,204 New
GPA
197
Guidance Point Advisors
Massachusetts
$1.04M +$3.98K +54 +0.4%
CA
198
Cornerstone Advisory
Maryland
$1.03M – – –
VDFA
199
Vickerman & Driscoll Financial Advisors
Washington
$1.03M -$46.6K -632 -4%
EA
200
Elm Advisors
California
$1.01M +$134K +1,820 +15%
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