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iShares S&P Small-Cap 600 Value ETF

366 hedge funds and large institutions have $2.47B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
9.14%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
125
Reduced
132
Closed
19
Calls
$2.51M
Puts
$2.11M
Net Calls
+$400K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Shares
Change %
AP
276
Advisor Partners
California
$252K
PAM
277
Peak Asset Management
Colorado
$252K
MFT
278
Moisand Fitzgerald Tamayo
Florida
$249K -$14K -188 -5%
FWCM
279
Ferguson Wellman Capital Management
Oregon
$248K -$80.2K -1,082 -24%
MCP
280
Mirador Capital Partners
California
$247K
DWT
281
Dorsey & Whitney Trust
South Dakota
$244K
EWM
282
Endurance Wealth Management
Rhode Island
$243K -$5.93K -80 -2%
KSA
283
Ken Stern & Associates
California
$240K +$727 +10 +0.3%
WIC
284
Whitegate Investment Counselors
New Hampshire
$239K -$1.93K -26 -0.8%
MBT
285
Montecito Bank & Trust
California
$239K
GC
286
Garde Capital
Washington
$236K -$64.9K -876 -22%
WCF
287
West Coast Financial
California
$224K +$224K +3,022 New
ACI
288
Alpha Cubed Investments
California
$223K -$2.52K -34 -1%
WT
289
Whittier Trust
California
$220K
MI
290
Moneywise Inc
Virginia
$216K +$148 +2 +0.1%
NFG
291
Next Financial Group
Texas
$216K +$13.4K +180 +7%
SBSB
292
Sullivan, Bruyette, Speros & Blaney
Virginia
$210K +$210K +2,832 New
CSM
293
CAMG Solamere Management
North Carolina
$206K +$206K +2,774 New
TCM
294
Traynor Capital Management
Pennsylvania
$205K +$205K +2,776 New
AWM
295
Affinity Wealth Management
Delaware
$204K +$204K +2,754 New
BlackRock
296
BlackRock
New York
$179K -$14.8K -198 -8%
BWA
297
Burt Wealth Advisors
Maryland
$177K +$177K +2,382 New
WEC
298
Winslow Evans & Crocker
Massachusetts
$177K +$6.23K +84 +4%
WTB
299
Washington Trust Bank
Washington
$151K +$151K +2,030 New
BTIS
300
BB&T Investment Services
North Carolina
$148K