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iShares S&P Small-Cap 600 Value ETF

266 hedge funds and large institutions have $1.64B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+8
Holders Change %
+3.1%
% of All Funds
7.43%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.39%
New
29
Increased
101
Reduced
78
Closed
20
Calls
$2.45M
Puts
$1.79M
Net Calls
+$660K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
226
Edmond de Rothschild Holding
Switzerland
$47K +$47K +890 New
EDRS
227
Edmond de Rothschild (Suisse)
Switzerland
$47K +$47K +890 New
WRM
228
Westport Resources Management
Connecticut
$45K
IPC
229
Independent Portfolio Consultants
Florida
$45K
EFSCE
230
Enterprise Financial Services Corp (EFSC)
Missouri
$44K
EWM
231
Evercore Wealth Management
New York
$43K
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$40K
IWM
233
Integrated Wealth Management
California
$39K -$6.88K -132 -15%
SMG
234
Spectrum Management Group
Indiana
$39K +$39K +736 New
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$33K
CDIA
236
Capital Directions Investment Advisors
Georgia
$32K +$2.2K +42 +7%
CBT
237
Central Bank & Trust
Kentucky
$31K +$31K +590 New
WIC
238
Woodmont Investment Counsel
Tennessee
$30K
GWM
239
Gupta Wealth Management
California
$26K -$3.4K -64 -12%
UFA
240
US Financial Advisors
Massachusetts
$26K
WA
241
WFG Advisors
Texas
$24K +$213 +4 +0.9%
CTC
242
Central Trust Company
Missouri
$23K +$6.95K +130 +43%
BL
243
Balentine LLC
Georgia
$21K +$21K +406 New
AIP
244
Ameritas Investment Partners
Nebraska
$20K -$18.5K -370 -48%
CHP
245
Cable Hill Partners
Oregon
$19K
JWA
246
JFS Wealth Advisors
Pennsylvania
$19K
HR
247
Howe & Rusling
New York
$19K +$2.57K +50 +16%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$17K +$17K +334 New
LNB
249
Ledyard National Bank
$15K
LWM
250
LBA Wealth Management
Florida
$14K -$12.9K -242 -48%