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iShares S&P Small-Cap 600 Value ETF

495 hedge funds and large institutions have $4.03B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 159 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+13
Holders Change %
+2.7%
% of All Funds
10.87%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.64%
New
50
Increased
159
Reduced
167
Closed
32
Calls
$887K
Puts
$1.91M
Net Calls
-$1.02M
Net Calls Change
+$554K
Name Holding Trade Value Shares
Change
Shares
Change %
PWAP
176
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.43M +$887K +11,812 +164%
NNP
177
Nachman Norwood & Parrott
South Carolina
$1.41M -$24.9K -332 -2%
HSA
178
HBK Sorce Advisory
Pennsylvania
$1.37M +$300 +4 +0%
TNB
179
Thomasville National Bank
Georgia
$1.34M +$6.76K +90 +0.5%
NFG
180
Next Financial Group
Texas
$1.33M -$707K -9,422 -35%
CAL
181
Capital Analysts LLC
Pennsylvania
$1.32M -$268K -3,566 -17%
BPWA
182
Beacon Pointe Wealth Advisors
California
$1.31M -$13.7K -182 -1%
PWMAG
183
Pinnacle Wealth Management Advisory Group
New Jersey
$1.29M -$466K -6,200 -26%
NCM
184
Neumann Capital Management
California
$1.28M +$60.1K +800 +5%
VFA
185
Voya Financial Advisors
Connecticut
$1.28M +$1.28M +17,020 New
PPA
186
Parametric Portfolio Associates
Washington
$1.26M -$12.8K -170 -1%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$1.25M -$126K -1,676 -9%
HNB
188
Huntington National Bank
Ohio
$1.25M -$1.28M
GPA
189
Guidance Point Advisors
Massachusetts
$1.2M +$139K +1,846 +13%
SEIA
190
Signature Estate & Investment Advisors
California
$1.2M +$57K +760 +5%
SB
191
Simmons Bank
Arkansas
$1.2M +$978K +13,028 +446%
CCT
192
Country Club Trust
Missouri
$1.19M +$38.1K +508 +3%
CS
193
Comerica Securities
Michigan
$1.19M +$244K +3,250 +26%
EK
194
Evensky & Katz
Florida
$1.15M +$44.2K +588 +4%
TAIM
195
TD Ameritrade Investment Management
Nebraska
$1.15M -$1.05K -14 -0.1%
HCA
196
Heck Capital Advisors
Wisconsin
$1.14M -$54.7K -728 -5%
GA
197
GFS Advisors
Texas
$1.14M +$1.5K +20 +0.1%
ZF
198
Zhang Financial
Michigan
$1.13M -$63.4K -844 -5%
EA
199
Elm Advisors
California
$1.09M +$1.5K +20 +0.1%
PWLP
200
Prio Wealth Limited Partnership
Massachusetts
$1.08M -$70.6K -940 -6%