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iShares S&P Small-Cap 600 Value ETF

369 hedge funds and large institutions have $2.48B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+10
Holders Change %
+2.79%
% of All Funds
9.2%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.72%
New
36
Increased
135
Reduced
114
Closed
24
Calls
$1.72M
Puts
$8.06M
Net Calls
-$6.34M
Net Calls Change
+$1.61M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
226
Global Retirement Partners
California
$460K +$245K +3,528 +114%
SSB
227
Sandy Spring Bank
Maryland
$453K -$27.8K -400 -6%
GG
228
Gofen & Glossberg
Illinois
$448K
Luther King Capital Management (LKCM)
229
Luther King Capital Management (LKCM)
Texas
$439K
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$416K +$16.2K +234 +4%
Brown Advisory
231
Brown Advisory
Maryland
$413K
ASN
232
Advisory Services Network
Georgia
$410K +$410K +5,914 New
BC
233
Barnett & Company
Tennessee
$400K
CCA
234
Clearwater Capital Advisors
Illinois
$396K
DY
235
Dowling & Yahnke
California
$391K -$43.5K -628 -10%
PWM
236
Perigon Wealth Management
California
$388K -$40K -576 -9%
BTNA
237
Bremer Trust National Association
Minnesota
$388K -$6.66K -96 -2%
TF
238
Tompkins Financial
New York
$379K
HW
239
Hedeker Wealth
Illinois
$372K -$90.3K -1,304 -20%
William Blair & Company
240
William Blair & Company
Illinois
$365K +$82.2K +1,176 +29%
RIA
241
Regal Investment Advisors
Michigan
$362K +$26.5K +382 +8%
MG
242
Mather Group
Illinois
$356K +$26.6K +384 +8%
BFPW
243
BOK Financial Private Wealth
Colorado
$355K
CL
244
CPWM LLC
Washington
$352K
PWAP
245
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$350K +$4.85K +70 +1%
JIC
246
Johnson Investment Counsel
Ohio
$341K
CB
247
Chemical Bank
Michigan
$338K +$90.1K +1,300 +36%
BTS
248
BB&T Securities
Virginia
$332K -$68.9K -996 -17%
FNBOO
249
First National Bank of Omaha
Nebraska
$330K
MGIA
250
Moneta Group Investment Advisors
Missouri
$328K