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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

481 hedge funds and large institutions have $2.65B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 162 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-75
Holders Change %
-13.49%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-54.29%
% of All Funds
0.35%
New
44
Increased
162
Reduced
190
Closed
113
Calls
$290K
Puts
$2.1M
Net Calls
-$1.81M
Net Calls Change
-$1.87M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$847M
2
M&T Bank
M&T Bank
New York
$38.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$102M
4
UCFA
United Capital Financial Advisors
Texas
$63.3M
5
PS
Portfolio Solutions
Michigan
$87.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$82.7M
2
Bank of America
Bank of America
North Carolina
$105M
3
NFG
Noven Financial Group
Colorado
$0
4
AP
Advisors Preferred
Maryland
$0
5
Wells Fargo
Wells Fargo
California
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
201
Pinnacle Wealth Management Advisory Group
New Jersey
$790K -$70.5K -1,410 -8%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$785K – – –
CAL
203
Capital Analysts LLC
Pennsylvania
$782K -$77.8K -1,556 -9%
NWM
204
Northwest Wealth Management
Iowa
$776K +$776K +15,526 New
EA
205
Elm Advisors
California
$767K +$39K +780 +5%
FWP
206
FAS Wealth Partners
Kansas
$755K -$485K -9,706 -39%
DADC
207
D.A. Davidson & Co
Montana
$755K -$226K -4,532 -23%
ZF
208
Zhang Financial
Michigan
$754K +$200 +4 +0%
EK
209
Evensky & Katz
Florida
$747K -$8.79K -176 -1%
HNB
210
Huntington National Bank
Ohio
$729K -$1.3M – –
GA
211
GFS Advisors
Texas
$717K -$5.2K -104 -0.7%
CA
212
Cornerstone Advisory
Maryland
$708K +$8.3K +166 +1%
PIMG
213
Patriot Investment Management Group
Tennessee
$684K -$12.2K -244 -2%
PWLP
214
Prio Wealth Limited Partnership
Massachusetts
$681K -$35K -700 -5%
SWM
215
Southern Wealth Management
Texas
$679K – – –
CS
216
Comerica Securities
Michigan
$672K -$148K -2,952 -18%
FAAS
217
First Allied Advisory Services
California
$663K +$155K +3,106 +31%
AIS
218
American Investment Services
Massachusetts
$645K +$27.2K +544 +4%
LPIC
219
LeJeune Puetz Investment Counsel
Michigan
$640K +$640K +12,800 New
BFG
220
Barber Financial Group
Kansas
$628K +$119K +2,382 +23%
CC
221
Courier Capital
New York
$625K +$1.31K +26 +0.2%
HC
222
HNP Capital
New York
$625K +$625K +12,370 New
SWP
223
Stratos Wealth Partners
Ohio
$622K -$67K -1,340 -10%
PA
224
Planning Alternatives
Michigan
$618K -$4.1K -82 -0.7%
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$618K +$137K +2,740 +28%
7 8
9
10 11