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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 %
SHCM
201
Stokes & Hubbell Capital Management
Louisiana
$932K +$222K +2,520 +31%
MA
202
MCF Advisors
Kentucky
$929K -$83.4K -1,000 -8%
PGFC
203
Peapack-Gladstone Financial Corp
New Jersey
$928K – – –
PPA
204
Parametric Portfolio Associates
Washington
$912K -$126K -1,508 -12%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$911K +$42.7K +504 +5%
EA
206
Elm Advisors
California
$909K -$18.4K -220 -2%
William Blair & Company
207
William Blair & Company
Illinois
$908K – – –
Betterment LLC
208
Betterment LLC
New York
$895K -$545K -6,526 -38%
HCM
209
Hudson Capital Management
New Jersey
$867K -$157K -5,584 -15%
CSM
210
CAMG Solamere Management
North Carolina
$865K +$23.3K +278 +3%
EWA
211
Exencial Wealth Advisors
Oklahoma
$849K +$6.51K +78 +0.8%
AIS
212
American Investment Services
Massachusetts
$837K -$3K -36 -0.4%
MLIC
213
Mandatum Life Insurance Company
Finland
$818K – – –
MCWS
214
McKinley Carter Wealth Services
West Virginia
$815K +$2.17K +26 +0.3%
MSAM
215
Moloney Securities Asset Management
Missouri
$809K – – –
BHWM
216
Bar Harbor Wealth Management
New Hampshire
$806K -$52.9K -634 -6%
EWF
217
Epstein & White Financial
California
$771K -$2.59M -30,338 -77%
WB
218
WesBanco Bank
West Virginia
$757K +$2K +24 +0.3%
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$753K +$13.2K +158 +2%
WGCA
220
Wolf Group Capital Advisors
Virginia
$746K -$260K -3,114 -26%
WAM
221
Wealthspire Advisors (Maryland)
Maryland
$735K +$1.84K +22 +0.3%
NA
222
NewEdge Advisors
Louisiana
$732K -$15.3K -184 -2%
PFC
223
Personal Financial Consultants
California
$731K +$731K +8,762 New
FWM
224
Frontier Wealth Management
Missouri
$717K -$27.9K -334 -4%
SIAS
225
Shine Investment Advisory Services
Colorado
$714K +$2.17K +26 +0.3%
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9
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