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iShares S&P Small-Cap 600 Value ETF

266 hedge funds and large institutions have $1.7B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+41
Holders Change %
+18.22%
% of All Funds
7.1%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
58
Increased
78
Reduced
86
Closed
14
Calls
$2.36M
Puts
$1.07M
Net Calls
+$1.29M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
IF
226
Ironwood Financial
Arizona
$59K +$59K +998 New
BRWM
227
B. Riley Wealth Management
Tennessee
$55K
KCM
228
Karp Capital Management
California
$54K +$54K +914 New
AC
229
Alexandria Capital
Virginia
$53K +$1.18K +20 +2%
AssetMark Inc
230
AssetMark Inc
California
$50K -$71.7K -1,214 -59%
IPC
231
Independent Portfolio Consultants
Florida
$50K
WRM
232
Westport Resources Management
Connecticut
$50K +$237 +4 +0.5%
RFA
233
Reilly Financial Advisors
California
$49K -$23.6K -400 -33%
EFSCE
234
Enterprise Financial Services Corp (EFSC)
Missouri
$49K
AIP
235
Ameritas Investment Partners
Nebraska
$45K +$45K +770 New
AIM
236
Advantage Investment Management
Iowa
$39K +$39K +668 New
FNBT
237
FineMark National Bank & Trust
Florida
$38K +$23.4K +396 +160%
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$37K
CDIA
239
Capital Directions Investment Advisors
Georgia
$36K
GAM
240
Gemmer Asset Management
California
$34K
LWM
241
LBA Wealth Management
Florida
$30K
NFG
242
Next Financial Group
Texas
$29K -$187K -3,204 -87%
ST
243
Smithfield Trust
Pennsylvania
$29K
UFA
244
US Financial Advisors
Massachusetts
$29K +$29K +500 New
Barclays
245
Barclays
United Kingdom
$25K -$235K -4,080 -90%
TDC
246
Thompson Davis & Co
Virginia
$25K +$1.41K +24 +6%
JWA
247
JFS Wealth Advisors
Pennsylvania
$22K
ECM
248
Exchange Capital Management
Michigan
$21K -$28.7K -492 -58%
CHP
249
Cable Hill Partners
Oregon
$21K +$21K +364 New
HR
250
Howe & Rusling
New York
$19K