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iShares S&P Small-Cap 600 Value ETF

466 hedge funds and large institutions have $4.28B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 136 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+18
Holders Change %
+4.02%
% of All Funds
10.67%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
46
Increased
174
Reduced
136
Closed
26
Calls
$835K
Puts
$1.62M
Net Calls
-$785K
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Shares
Change %
SXL
226
Summit X LLC
Missouri
$697K -$14K -166 -2%
HA
227
Harborview Advisors
Maine
$695K -$18.9K -226 -3%
CB
228
Commerce Bank
Missouri
$695K +$11K +132 +2%
CWM
229
Cornerstone Wealth Management
Missouri
$692K -$281K -84,020 -29%
KA
230
Kovack Advisors
Florida
$683K +$683K +8,178 New
AFC
231
AFT Forsyth & Company
Florida
$679K
CHC
232
City Holding Co
West Virginia
$669K
AF
233
Advisornet Financial
Minnesota
$663K +$649K +7,776 +4,574%
NF
234
Nikulski Financial
Iowa
$655K -$30.1K -400 -4%
BWA
235
BDO Wealth Advisors
Florida
$649K -$82.9K -994 -11%
SF
236
Synovus Financial
Georgia
$637K -$43.1K -506 -6%
CWM
237
Concentric Wealth Management
California
$618K +$334 +4 +0.1%
Prudential Financial
238
Prudential Financial
New Jersey
$616K +$616K +7,376 New
MWM
239
Mission Wealth Management
California
$585K +$37.9K +454 +7%
DPI
240
Diversified Portfolios Inc
Michigan
$567K
S
241
SimplyRich
California
$560K -$6.18K -74 -1%
SFG
242
StrategIQ Financial Group
Indiana
$554K +$189K +2,262 +52%
CIR
243
Clear Investment Research
Georgia
$548K -$59.1K -708 -10%
GG
244
Gofen & Glossberg
Illinois
$545K +$6.68K +80 +1%
TW
245
Transform Wealth
Colorado
$542K +$28.7K +344 +6%
NWS
246
Newport Wealth Strategies
California
$534K
AIA
247
Arcadia Investment Advisors
Idaho
$534K
Luther King Capital Management (LKCM)
248
Luther King Capital Management (LKCM)
Texas
$529K -$517K -6,336 Closed
SS
249
Simplicity Solutions
Minnesota
$529K +$299K +3,574 +130%
GMA
250
Goldstein Munger & Associates
California
$522K