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iShares S&P Small-Cap 600 Value ETF

433 hedge funds and large institutions have $2.76B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+67
Holders Change %
+18.31%
% of All Funds
9.83%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
92
Increased
141
Reduced
126
Closed
23
Calls
$2.32M
Puts
$2.01M
Net Calls
+$307K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
CB
226
Commerce Bank
Missouri
$639K -$26.9K -350 -4%
SF
227
Synovus Financial
Georgia
$637K +$27.9K +360 +5%
OCM
228
Orser Capital Management
Texas
$621K +$621K +7,800 New
CHC
229
City Holding Co
West Virginia
$618K +$29.9K +390 +5%
AFC
230
AFT Forsyth & Company
Florida
$617K +$617K +8,038 New
JIC
231
Joel Isaacson & Co
New York
$614K +$307K +4,000 +100%
DADC
232
D.A. Davidson & Co
Montana
$612K
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$593K +$47.6K +616 +9%
HS
234
Huntington Steele
Pennsylvania
$586K +$1.69K +22 +0.3%
MA
235
Mutual Advisors
Nebraska
$579K +$579K +7,546 New
CWM
236
Concentric Wealth Management
California
$572K -$77K -1,002 -12%
SI
237
SII Investments
Wisconsin
$557K -$198K -2,586 -26%
CIR
238
Clear Investment Research
Georgia
$555K -$23.7K -308 -4%
BCM
239
Becker Capital Management
Oregon
$550K
SAM
240
Shamrock Asset Management
Texas
$538K -$34.9K -454 -6%
DPI
241
Diversified Portfolios Inc
Michigan
$533K
GMA
242
Goldstein Munger & Associates
California
$522K
S
243
SimplyRich
California
$520K +$520K +6,778 New
BL
244
Balentine LLC
Georgia
$514K
BSW
245
Buckingham Strategic Wealth
Missouri
$512K +$148K +1,922 +40%
ABC
246
Associated Banc-Corp
Wisconsin
$506K -$2K -26 -0.4%
GG
247
Gofen & Glossberg
Illinois
$495K -$768 -10 -0.2%
TW
248
Transform Wealth
Colorado
$492K -$40.2K -524 -8%
BWA
249
BlueSky Wealth Advisors
North Carolina
$487K -$78.1K -1,018 -14%
Luther King Capital Management (LKCM)
250
Luther King Capital Management (LKCM)
Texas
$487K