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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.

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 Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.09B 6,775,142 +345,750 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$292M 1,816,264 +67,742 +4%
Morgan Stanley
3
Morgan Stanley
New York
$256M 1,590,260 -51,304 -3%
Bank of America
4
Bank of America
North Carolina
$216M 1,345,891 +45,655 +4%
Wells Fargo
5
Wells Fargo
California
$208M 1,293,465 +21,442 +2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$189M 1,175,489 +192,013 +20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$120M 748,709 -754,814 -50%
PS
8
Portfolio Solutions
Michigan
$111M 691,802 -12,220 -2%
UBS Group
9
UBS Group
Switzerland
$82.8M 515,066 -12,550 -2%
UCFA
10
United Capital Financial Advisors
Texas
$73.5M 457,152 +9,774 +2%
Stifel Financial
11
Stifel Financial
Missouri
$54.6M 341,224 -146,623 -30%
Ameriprise
12
Ameriprise
Minnesota
$54.6M 339,995 +44,652 +15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$46.1M 286,972 -24,546 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$44.3M 275,478 +881 +0.3%
LPL Financial
15
LPL Financial
California
$39.8M 247,259 -20,694 -8%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$36M 223,999 +9,863 +5%
Mariner
17
Mariner
Kansas
$34.8M 216,695 +13,419 +7%
Truist Financial
18
Truist Financial
North Carolina
$32.7M 203,085 +30,113 +17%
B
19
Bailard
California
$32.4M 201,693 +3,089 +2%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$30M 186,484 +29,175 +19%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$26.6M 165,409 +24,441 +17%
RJA
22
Raymond James & Associates
Florida
$26.5M 164,519 +8,803 +6%
NFG
23
Noven Financial Group
Colorado
$26.1M 162,212 +4,133 +3%
AP
24
Advisors Preferred
Maryland
$25.5M 158,697 +158,697 New
CPO
25
Cerity Partners OCIO
New York
$22.6M 147,225 -5,311 -3%