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iShares S&P Small-Cap 600 Value ETF

266 hedge funds and large institutions have $1.7B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+41
Holders Change %
+18.22%
% of All Funds
7.1%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
58
Increased
78
Reduced
86
Closed
14
Calls
$2.36M
Puts
$1.07M
Net Calls
+$1.29M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
251
Optimum Investment Advisors
Illinois
$19K
LNB
252
Ledyard National Bank
$17K
AWM
253
AllSquare Wealth Management
New York
$14K +$14K +240 New
BWFA
254
Baltimore-Washington Financial Advisors
Maryland
$13K
CTC
255
Central Trust Company
Missouri
$13K
WC
256
Whitnell & Co
Illinois
$10K
PMFA
257
Plante Moran Financial Advisors
Michigan
$8K
LWA
258
Lenox Wealth Advisors
New York
$6K
WA
259
WealthTrust-Arizona
Arizona
$4K
PIA
260
Peachtree Investment Advisors
Georgia
$3K
WF
261
WealthTrust Fairport
Ohio
$3K +$3K +54 New
W
262
Wealthfront
California
$2K +$2K +32 New
NMIS
263
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +12 New
NG
264
NatWest Group
United Kingdom
$745 +$745 +12,640 New
BRWA
265
B. Riley Wealth Advisors
Florida
$117 +$117 +1,986 New
Manulife (Manufacturers Life Insurance)
266
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75 -$2 -40 -3%
CPO
267
Cerity Partners OCIO
New York
-$26.8M -499,112 Closed
SG Americas Securities
268
SG Americas Securities
New York
-$4.07M -75,858 Closed
Jane Street
269
Jane Street
New York
-$2.59M -48,298 Closed
VKH
270
Virtu KCG Holdings
New York
-$2.12M -39,536 Closed
Goldman Sachs
271
Goldman Sachs
New York
-$1.11M -20,662 Closed
PJSIMP
272
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$742K -13,840 Closed
Citadel Advisors
273
Citadel Advisors
Florida
-$623K -11,624 Closed
JIC
274
Johnson Investment Counsel
Ohio
-$401K -7,488 Closed
OC
275
Oppenheimer & Co
New York
-$246K -4,586 Closed