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iShares S&P Small-Cap 600 Value ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
201
Bangor Savings Bank
Maine
$999K -$55.8K -756 -5%
PV
202
Private Vista
Illinois
$983K
GRP
203
Global Retirement Partners
California
$980K -$88.8K -1,204 -8%
CPSAC
204
Chas P. Smith & Associates (CPS)
Florida
$977K -$18.4K -250 -2%
SWP
205
Stratos Wealth Partners
Ohio
$975K -$18.9K -256 -2%
GVAG
206
Great Valley Advisor Group
Delaware
$966K +$966K +13,100 New
AIS
207
American Investment Services
Massachusetts
$953K +$119K +1,610 +14%
BFG
208
Barber Financial Group
Kansas
$901K -$19.2K -260 -2%
CC
209
Courier Capital
New York
$900K
LCM
210
Liberty Capital Management
Michigan
$891K +$891K +12,072 New
BTS
211
BB&T Securities
Virginia
$877K +$68.7K +932 +8%
LFPWM
212
Leicht Financial Planning & Wealth Management
New Jersey
$847K -$587K -7,954 -41%
SWPG
213
Strategic Wealth Partners Group
Illinois
$839K -$3.99K -54 -0.5%
WCWM
214
Willow Creek Wealth Management
California
$837K -$14.3K -194 -2%
PGFC
215
Peapack-Gladstone Financial Corp
New Jersey
$835K
EWA
216
Exencial Wealth Advisors
Oklahoma
$822K +$80.3K +1,088 +11%
MA
217
MCF Advisors
Kentucky
$820K -$1.77K -24 -0.2%
William Blair & Company
218
William Blair & Company
Illinois
$820K +$119K +1,610 +17%
Cetera Investment Advisers
219
Cetera Investment Advisers
Illinois
$818K +$57.1K +774 +8%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$785K +$742K +14,086 +1,739%
MHS
221
M Holdings Securities
Oregon
$780K -$1.74M -23,590 -69%
MCM
222
Maple Capital Management
Vermont
$764K
CAM
223
Covenant Asset Management
New Jersey
$763K -$142K -1,920 -16%
MLIC
224
Mandatum Life Insurance Company
Finland
$723K
MSAM
225
Moloney Securities Asset Management
Missouri
$715K