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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 %
FI
276
FormulaFolio Investments
Michigan
$240K +$15.1K +216 +7%
PAM
277
Peak Asset Management
Colorado
$238K -$42K -600 -15%
AP
278
Advisor Partners
California
$238K
SFWA
279
Summit Financial Wealth Advisors
Louisiana
$230K
MBT
280
Montecito Bank & Trust
California
$225K -$106K -1,512 -32%
BSW
281
Buckingham Strategic Wealth
Missouri
$223K +$223K +3,192 New
EWM
282
Endurance Wealth Management
Rhode Island
$222K +$34.8K +498 +19%
GRP
283
Global Retirement Partners
California
$217K +$217K +3,104 New
SFPM
284
Sensible Financial Planning & Management
Massachusetts
$215K -$25.8K -368 -11%
CWM
285
Concert Wealth Management
California
$213K -$362K -5,196 -63%
SBIA
286
Sheaff Brock Investment Advisors
Indiana
$211K +$211K +3,018 New
BMCM
287
Bryn Mawr Capital Management
Pennsylvania
$210K +$210K +2,994 New
JIC
288
Joel Isaacson & Co
New York
$210K +$210K +3,000 New
WT
289
Whittier Trust
California
$208K -$17.8K -254 -8%
HJA
290
Hugh Johnson Advisors
New York
$208K +$208K +2,974 New
CA
291
Clearstead Advisors
Ohio
$203K +$203K +2,904 New
IWA
292
IBEX Wealth Advisors
New Jersey
$199K +$199K +2,880 New
MCM
293
Manchester Capital Management
Vermont
$176K
Manulife (Manufacturers Life Insurance)
294
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K +$68K +968 +79%
BTIS
295
BB&T Investment Services
North Carolina
$140K +$140K +2,000 New
PMFA
296
Plante Moran Financial Advisors
Michigan
$124K +$107K +1,524 +630%
ClearBridge Investments
297
ClearBridge Investments
New York
$115K +$115K +1,640 New
JGIA
298
Jackson Grant Investment Advisers
Connecticut
$114K +$699 +10 +0.6%
IIC
299
Integrated Investment Consultants
Michigan
$112K
FIB
300
First Interstate Bank
Montana
$105K