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iShares S&P Small-Cap 600 Value ETF

359 hedge funds and large institutions have $2.46B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+27
Holders Change %
+8.13%
% of All Funds
8.99%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.85%
New
61
Increased
117
Reduced
118
Closed
29
Calls
$1.47M
Puts
$9.42M
Net Calls
-$7.95M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
251
Avantax Planning Partners
Iowa
$324K +$324K +4,630 New
CAM
252
Covenant Asset Management
New Jersey
$319K +$319K +4,562 New
FWCM
253
Ferguson Wellman Capital Management
Oregon
$318K -$561 -8 -0.2%
CCM
254
Coldstream Capital Management
Washington
$317K +$57.1K +814 +22%
VKH
255
Virtu KCG Holdings
New York
$310K +$310K +4,428 New
CIA
256
Capital Investment Advisors
Georgia
$308K +$8.55K +122 +3%
AIM
257
Advantage Investment Management
Iowa
$304K -$1.94M -27,800 -86%
BB
258
Busey Bank
Illinois
$300K +$300K +4,290 New
CCP
259
Corient Capital Partners
California
$298K
MFT
260
Moisand Fitzgerald Tamayo
Florida
$296K -$2.24K -32 -0.8%
FCI
261
Financial Counselors Inc
Kansas
$292K +$292K +4,178 New
PO
262
Private Ocean
California
$291K -$83K -1,184 -22%
William Blair & Company
263
William Blair & Company
Illinois
$283K -$2.38K -34 -0.8%
ATIA
264
American Trust Investment Advisors
New Hampshire
$283K
KSA
265
Ken Stern & Associates
California
$281K -$2.8K -40 -1%
VCP
266
Vista Capital Partners
Oregon
$279K +$279K +3,980 New
VNA
267
Valley National Advisers
Pennsylvania
$277K +$108K +1,542 +64%
HFS
268
HL Financial Services
Kentucky
$267K
MFW
269
Mosaic Family Wealth
Missouri
$262K -$12.8K -182 -5%
GC
270
Garde Capital
Washington
$257K +$257K +3,670 New
RJT
271
Raymond James Trust
Florida
$255K -$23.1K -330 -8%
SB
272
Simmons Bank
Arkansas
$255K
CFA
273
CT Financial Advisors
Pennsylvania
$255K +$560 +8 +0.2%
CB
274
Chemical Bank
Michigan
$250K
WGCA
275
Wolf Group Capital Advisors
Virginia
$241K -$580K -8,272 -71%