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iShares S&P Small-Cap 600 Value ETF

262 hedge funds and large institutions have $1.89B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-4
Holders Change %
-1.5%
% of All Funds
6.99%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
26
Increased
106
Reduced
78
Closed
27
Calls
$775K
Puts
Net Calls
+$775K
Net Calls Change
-$512K
Name Holding Trade Value Shares
Change
Shares
Change %
EFSCE
226
Enterprise Financial Services Corp (EFSC)
Missouri
$50K
WRM
227
Westport Resources Management
Connecticut
$50K +$236 +4 +0.5%
EWM
228
Evercore Wealth Management
New York
$49K +$49K +816 New
AIP
229
Ameritas Investment Partners
Nebraska
$45K
NFG
230
Next Financial Group
Texas
$45K +$15.7K +266 +54%
IWM
231
Integrated Wealth Management
California
$44K +$44K +748 New
BRWM
232
B. Riley Wealth Management
Tennessee
$38K -$17.3K -292 -31%
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$38K
CDIA
234
Capital Directions Investment Advisors
Georgia
$36K
GAM
235
Gemmer Asset Management
California
$35K
LWM
236
LBA Wealth Management
Florida
$30K
ST
237
Smithfield Trust
Pennsylvania
$30K
UFA
238
US Financial Advisors
Massachusetts
$30K
PCM
239
Parsons Capital Management
Rhode Island
$30K +$30K +500 New
WA
240
WFG Advisors
Texas
$26K -$54.2K -896 -68%
JWA
241
JFS Wealth Advisors
Pennsylvania
$22K
CHP
242
Cable Hill Partners
Oregon
$22K
GWM
243
Gupta Wealth Management
California
$21K +$21K +360 New
OIA
244
Optimum Investment Advisors
Illinois
$19K
HR
245
Howe & Rusling
New York
$19K
CTC
246
Central Trust Company
Missouri
$18K +$4.32K +72 +32%
TDC
247
Thompson Davis & Co
Virginia
$17K -$8.5K -142 -33%
LNB
248
Ledyard National Bank
$17K
PRS
249
Pinkerton Retirement Specialists
Idaho
$14K -$1.87M -32,052 -99%
AWM
250
AllSquare Wealth Management
New York
$14K