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iShares S&P Small-Cap 600 Value ETF

359 hedge funds and large institutions have $2.46B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+27
Holders Change %
+8.13%
% of All Funds
8.99%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.85%
New
61
Increased
117
Reduced
118
Closed
29
Calls
$1.47M
Puts
$9.42M
Net Calls
-$7.95M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Shares
Change %
Luther King Capital Management (LKCM)
226
Luther King Capital Management (LKCM)
Texas
$444K +$39.7K +566 +10%
NFG
227
Next Financial Group
Texas
$444K +$95.4K +1,364 +27%
DY
228
Dowling & Yahnke
California
$439K -$9.66K -138 -2%
BHB
229
Bank Hapoalim BM
Israel
$438K +$438K +6,250 New
RPG
230
Risk Paradigm Group
Texas
$437K -$212K -3,024 -33%
PWM
231
Perigon Wealth Management
California
$434K +$434K +6,170 New
HI
232
Hudock Inc
Pennsylvania
$430K -$546K -7,812 -56%
Brown Advisory
233
Brown Advisory
Maryland
$416K +$112K +1,598 +37%
CCA
234
Clearwater Capital Advisors
Illinois
$415K
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$404K -$82.6K -1,180 -17%
BC
236
Barnett & Company
Tennessee
$404K
BTNA
237
Bremer Trust National Association
Minnesota
$399K -$5.19K -74 -1%
First Trust Advisors
238
First Trust Advisors
Illinois
$384K -$41.6K -594 -10%
TF
239
Tompkins Financial
New York
$383K -$28K -400 -7%
BTS
240
BB&T Securities
Virginia
$361K
BFPW
241
BOK Financial Private Wealth
Colorado
$358K -$19.9K -284 -5%
CL
242
CPWM LLC
Washington
$355K +$355K +5,072 New
PWAP
243
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$349K +$28K +400 +9%
JIC
244
Johnson Investment Counsel
Ohio
$344K
RIA
245
Regal Investment Advisors
Michigan
$339K -$63.8K -912 -16%
FNBOO
246
First National Bank of Omaha
Nebraska
$333K
MG
247
Mather Group
Illinois
$333K +$9.39K +134 +3%
MGIA
248
Moneta Group Investment Advisors
Missouri
$331K
ONB
249
Old National Bancorp
Indiana
$330K +$5.05K +72 +2%
SIC
250
Shoker Investment Counsel
Ohio
$326K +$978 +14 +0.3%