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iShares S&P Small-Cap 600 Value ETF

262 hedge funds and large institutions have $1.89B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-4
Holders Change %
-1.5%
% of All Funds
6.99%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
26
Increased
106
Reduced
78
Closed
27
Calls
$775K
Puts
Net Calls
+$775K
Net Calls Change
-$512K
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
251
FineMark National Bank & Trust
Florida
$12K -$26.6K -444 -69%
WC
252
Whitnell & Co
Illinois
$10K
PMFA
253
Plante Moran Financial Advisors
Michigan
$8K
W
254
Wealthfront
California
$7K +$5.19K +92 +288%
MWAN
255
Mariner Wealth Advisors (NYC)
Kansas
$6K +$6K +100 New
WA
256
WealthTrust-Arizona
Arizona
$4K
CIR
257
Clear Investment Research
Georgia
$4K +$4K +74 New
PIA
258
Peachtree Investment Advisors
Georgia
$3K
Barclays
259
Barclays
United Kingdom
$2K -$23.5K -400 -92%
First Manhattan
260
First Manhattan
New York
$1K +$1K +28 New
FNBOO
261
First National Bank of Omaha
Nebraska
$278
CAM
262
Capstone Asset Management
Texas
-$2.17M -36,778 Closed
VC
263
Vicus Capital
Pennsylvania
-$1.32M -22,386 Closed
Natixis Advisors
264
Natixis Advisors
Massachusetts
-$1.19M -20,186 Closed
SCM
265
Shapiro Capital Management
Georgia
-$460K -7,804 Closed
CWM
266
Concert Wealth Management
California
-$455K -7,704 Closed
BSW
267
Buckingham Strategic Wealth
Missouri
-$369K -6,254 Closed
BOTW
268
Bank of the West
California
-$359K -6,088 Closed
Fisher Asset Management
269
Fisher Asset Management
Washington
-$302K -5,126 Closed
HJA
270
Hugh Johnson Advisors
New York
-$272K -4,614 Closed
TRCT
271
Tower Research Capital (TRC)
New York
-$269K -4,558 Closed
FM
272
Forward Management
California
-$236K -3,994 Closed
TH
273
Timber Hill
Connecticut
-$210K -3,564 Closed
LCM
274
LVM Capital Management
Michigan
-$208K -3,522 Closed
HW
275
Hedeker Wealth
Illinois
-$163K -2,768 Closed