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iShares S&P Small-Cap 600 Value ETF

258 hedge funds and large institutions have $1.88B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
6.96%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
19
Increased
92
Reduced
89
Closed
18
Calls
$578K
Puts
Net Calls
+$578K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
226
Ameritas Investment Partners
Nebraska
$45K
APSP
227
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$45K +760 New
ASN
228
Advisory Services Network
Georgia
$42K -$207K -3,522 -83%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$37K
BRWM
230
B. Riley Wealth Management
Tennessee
$34K -$3K -52 -8%
CDIA
231
Capital Directions Investment Advisors
Georgia
$34K -$2.51K -42 -7%
GWM
232
Gupta Wealth Management
California
$33K +$11.6K +194 +54%
WIC
233
Woodmont Investment Counsel
Tennessee
$33K +$33K +566 New
LWM
234
LBA Wealth Management
Florida
$30K
ST
235
Smithfield Trust
Pennsylvania
$29K
UFA
236
US Financial Advisors
Massachusetts
$29K
WA
237
WFG Advisors
Texas
$26K +$933 +16 +4%
AWA
238
AmeriServ Wealth Advisors
Pennsylvania
$24K +$24K +400 New
JWA
239
JFS Wealth Advisors
Pennsylvania
$22K
CHP
240
Cable Hill Partners
Oregon
$22K
HR
241
Howe & Rusling
New York
$19K
CTC
242
Central Trust Company
Missouri
$18K
LNB
243
Ledyard National Bank
$16K
TDC
244
Thompson Davis & Co
Virginia
$15K -$1.91K -32 -11%
PRS
245
Pinkerton Retirement Specialists
Idaho
$14K
AWM
246
AllSquare Wealth Management
New York
$14K
HCMT
247
Highland Capital Management (Tennessee)
Tennessee
$14K +$14K +240 New
KCPG
248
Kavar Capital Partners Group
Kansas
$14K +$14K +242 New
FNBT
249
FineMark National Bank & Trust
Florida
$12K
PMFA
250
Plante Moran Financial Advisors
Michigan
$8K