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iShares S&P Small-Cap 600 Value ETF

437 hedge funds and large institutions have $2.68B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
10.03%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
166
Reduced
132
Closed
40
Calls
$875K
Puts
$1.46M
Net Calls
-$588K
Net Calls Change
-$895K
Name Holding Trade Value Shares
Change
Shares
Change %
Manulife (Manufacturers Life Insurance)
226
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$574K +$211K +2,796 +58%
SAM
227
Shamrock Asset Management
Texas
$573K +$3.25K +40 +0.6%
LNC
228
Lincoln National Corp
Pennsylvania
$567K -$418K -5,536 -42%
BWA
229
BlueSky Wealth Advisors
North Carolina
$565K +$86.2K +1,142 +18%
CWM
230
Concentric Wealth Management
California
$558K -$3.62K -48 -0.6%
CIR
231
Clear Investment Research
Georgia
$549K +$3.92K +52 +0.7%
VF
232
Virtu Financial
New York
$535K +$535K +7,098 New
CCT
233
Country Club Trust
Missouri
$527K +$527K +6,998 New
DADC
234
D.A. Davidson & Co
Montana
$525K -$76.1K -1,008 -13%
DPI
235
Diversified Portfolios Inc
Michigan
$523K
NFG
236
Next Financial Group
Texas
$516K +$516K +6,848 New
FA
237
FDx Advisors
Illinois
$515K +$515K +6,830 New
S
238
SimplyRich
California
$511K
CSM
239
CAMG Solamere Management
North Carolina
$511K +$114K +1,508 +29%
GG
240
Gofen & Glossberg
Illinois
$486K
GWM
241
Geneos Wealth Management
Colorado
$486K +$99.8K +1,326 +26%
AIA
242
Arcadia Investment Advisors
Idaho
$482K +$183K +2,430 +61%
ALIONA
243
Allianz Life Insurance of North America
Minnesota
$479K +$479K +6,346 New
Luther King Capital Management (LKCM)
244
Luther King Capital Management (LKCM)
Texas
$478K
NA
245
NewEdge Advisors
Louisiana
$473K +$139K +1,892 +42%
GMA
246
Goldstein Munger & Associates
California
$472K -$40.7K -540 -8%
PWM
247
Perigon Wealth Management
California
$468K +$217K +2,876 +86%
CCA
248
Clearwater Capital Advisors
Illinois
$464K +$20.1K +266 +5%
RPG
249
Risk Paradigm Group
Texas
$457K -$11.9K -158 -3%
TW
250
Transform Wealth
Colorado
$452K -$31.5K -418 -7%