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iShares S&P Small-Cap 600 Value ETF

314 hedge funds and large institutions have $2.02B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+26
Holders Change %
+9.03%
% of All Funds
8.39%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.59%
New
44
Increased
120
Reduced
93
Closed
15
Calls
$5.44M
Puts
$12.2M
Net Calls
-$6.74M
Net Calls Change
-$4.13M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
276
Integrated Wealth Management
California
$47K +$3.49K +60 +8%
OC
277
Oakworth Capital
Alabama
$47K +$47K +804 New
APSP
278
Asset Planning Services (Pennsylvania)
Pennsylvania
$44K
RFA
279
Reilly Financial Advisors
California
$43K +$11.1K +190 +35%
IF
280
Ironwood Financial
Arizona
$38K
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$37K
CDIA
282
Capital Directions Investment Advisors
Georgia
$36K
RCA
283
Rowland Carmichael Advisors
Arizona
$34K
SWA
284
Sutton Wealth Advisors
Florida
$33.6K
ECM
285
Exchange Capital Management
Michigan
$33K +$33K +564 New
SIA
286
SeaBridge Investment Advisors
New Jersey
$32K +$32K +556 New
AF
287
Allworth Financial
California
$29K +$5.07K +86 +21%
HI
288
Hudock Inc
Pennsylvania
$25K +$6.71K +118 +37%
JWA
289
JFS Wealth Advisors
Pennsylvania
$22K -$6.86K -116 -24%
HR
290
Howe & Rusling
New York
$22K
CHP
291
Cable Hill Partners
Oregon
$22K
AIP
292
Ameritas Investment Partners
Nebraska
$17K
LNB
293
Ledyard National Bank
$16K
CBT
294
Central Bank & Trust
Kentucky
$15K -$19.6K -334 -57%
PMFA
295
Plante Moran Financial Advisors
Michigan
$14K -$11.6K -200 -45%
AWM
296
AllSquare Wealth Management
New York
$14K
TDC
297
Thompson Davis & Co
Virginia
$13K
CP
298
Corbenic Partners
Pennsylvania
$13K
CTC
299
Central Trust Company
Missouri
$12K -$12K -200 -50%
FNBT
300
FineMark National Bank & Trust
Florida
$12K