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iShares S&P Small-Cap 600 Value ETF

556 hedge funds and large institutions have $4.24B invested in iShares S&P Small-Cap 600 Value ETF in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 175 increasing their positions, 181 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+61
Holders Change %
+12.32%
% of All Funds
10.98%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.69%
New
94
Increased
175
Reduced
181
Closed
28
Calls
$710K
Puts
$643K
Net Calls
+$67K
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
201
HBK Sorce Advisory
Pennsylvania
$1.43M -$35K -436 -2%
BPWA
202
Beacon Pointe Wealth Advisors
California
$1.43M +$21.2K +264 +2%
TNB
203
Thomasville National Bank
Georgia
$1.41M -$21.9K -272 -2%
PWMAG
204
Pinnacle Wealth Management Advisory Group
New Jersey
$1.38M
CAL
205
Capital Analysts LLC
Pennsylvania
$1.38M -$29.3K -364 -2%
SW
206
SkyOak Wealth
Michigan
$1.33M +$1.33M +16,538 New
SEIA
207
Signature Estate & Investment Advisors
California
$1.32M +$33.5K +416 +3%
CS
208
Comerica Securities
Michigan
$1.32M +$47.3K +588 +4%
HNB
209
Huntington National Bank
Ohio
$1.3M -$1.25M
GPA
210
Guidance Point Advisors
Massachusetts
$1.29M +$4.98K +62 +0.4%
HCA
211
Heck Capital Advisors
Wisconsin
$1.28M +$58.5K +728 +5%
SB
212
Simmons Bank
Arkansas
$1.28M -$1.13K -14 -0.1%
BAM
213
Beaumont Asset Management
Texas
$1.27M +$1.27M +15,828 New
TAIM
214
TD Ameritrade Investment Management
Nebraska
$1.24M +$15.4K +192 +1%
WIA
215
World Investment Advisors
California
$1.24M -$15.2M -189,440 -92%
EK
216
Evensky & Katz
Florida
$1.22M -$13.2K -164 -1%
ZF
217
Zhang Financial
Michigan
$1.21M +$482 +6 +0%
PPA
218
Parametric Portfolio Associates
Washington
$1.2M -$152K -1,888 -11%
NFG
219
Next Financial Group
Texas
$1.2M -$226K -2,806 -16%
EA
220
Elm Advisors
California
$1.17M +$7.23K +90 +0.6%
CCT
221
Country Club Trust
Missouri
$1.17M -$102K -1,268 -8%
GA
222
GFS Advisors
Texas
$1.16M -$56.1K -698 -5%
PWLP
223
Prio Wealth Limited Partnership
Massachusetts
$1.15M
CA
224
Cornerstone Advisory
Maryland
$1.13M
SFG
225
StrategIQ Financial Group
Indiana
$1.13M +$201K +2,504 +22%