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iShares S&P Small-Cap 600 Value ETF

482 hedge funds and large institutions have $3.7B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 185 increasing their positions, 155 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-15
Holders Change %
-3.02%
% of All Funds
10.49%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
30
Increased
185
Reduced
155
Closed
38
Calls
$1.14M
Puts
$2.72M
Net Calls
-$1.58M
Net Calls Change
-$1.46M
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
176
Huntington National Bank
Ohio
$1.28M -$1.43M
PPA
177
Parametric Portfolio Associates
Washington
$1.26M -$136K -1,834 -10%
NCM
178
Neumann Capital Management
California
$1.21M -$104K -1,400 -8%
HCA
179
Heck Capital Advisors
Wisconsin
$1.19M +$114K +1,534 +11%
ZF
180
Zhang Financial
Michigan
$1.18M -$37.3K -502 -3%
CCT
181
Country Club Trust
Missouri
$1.14M -$17.5K -236 -2%
TAIM
182
TD Ameritrade Investment Management
Nebraska
$1.14M +$29.9K +402 +3%
PWLP
183
Prio Wealth Limited Partnership
Massachusetts
$1.13M +$12.3K +166 +1%
SEIA
184
Signature Estate & Investment Advisors
California
$1.13M +$54.5K +734 +5%
GA
185
GFS Advisors
Texas
$1.13M -$42.8K -576 -4%
EK
186
Evensky & Katz
Florida
$1.09M -$29.6K -398 -3%
EA
187
Elm Advisors
California
$1.08M +$52.8K +710 +5%
GPA
188
Guidance Point Advisors
Massachusetts
$1.05M +$3.57K +48 +0.3%
CA
189
Cornerstone Advisory
Maryland
$1.04M
PIMG
190
Patriot Investment Management Group
Tennessee
$1.04M -$19.2K -258 -2%
VDFA
191
Vickerman & Driscoll Financial Advisors
Washington
$1.03M -$11.3K -152 -1%
SWPG
192
Strategic Wealth Partners Group
Illinois
$1.01M +$164K +2,210 +19%
BSB
193
Bangor Savings Bank
Maine
$993K -$12.9K -174 -1%
CPSAC
194
Chas P. Smith & Associates (CPS)
Florida
$980K -$4.91K -66 -0.5%
PV
195
Private Vista
Illinois
$975K -$17.6K -236 -2%
PA
196
Planning Alternatives
Michigan
$968K -$104K -1,400 -10%
SWP
197
Stratos Wealth Partners
Ohio
$961K -$21.2K -286 -2%
AIS
198
American Investment Services
Massachusetts
$957K -$2.97K -40 -0.3%
GRP
199
Global Retirement Partners
California
$936K -$51.3K -690 -5%
CS
200
Comerica Securities
Michigan
$933K +$551K +7,414 +144%