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iShares S&P Small-Cap 600 Value ETF

437 hedge funds and large institutions have $2.68B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
10.03%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
166
Reduced
132
Closed
40
Calls
$875K
Puts
$1.46M
Net Calls
-$588K
Net Calls Change
-$895K
Name Holding Trade Value Shares
Change
Shares
Change %
SB
276
Simmons Bank
Arkansas
$339K -$800K -10,610 -70%
PO
277
Private Ocean
California
$338K +$23.3K +310 +7%
RJT
278
Raymond James Trust
Florida
$326K +$82K +1,088 +34%
BB
279
Busey Bank
Illinois
$324K
TCM
280
Traynor Capital Management
Pennsylvania
$324K +$8.75K +116 +3%
ACM
281
Azimuth Capital Management
Michigan
$323K
CCP
282
Corient Capital Partners
California
$321K
BIA
283
BHK Investment Advisors
Alabama
$318K +$318K +4,214 New
APA
284
American Portfolios Advisors
New York
$308K -$69.8K -926 -18%
LRIA
285
Leonard Rickey Investment Advisors
Washington
$307K
ACI
286
Alpha Cubed Investments
California
$307K +$53.9K +714 +21%
VCP
287
Vista Capital Partners
Oregon
$300K
VNA
288
Valley National Advisers
Pennsylvania
$299K
ONB
289
Old National Bancorp
Indiana
$295K +$4.67K +62 +2%
CF
290
Centaurus Financial
California
$291K -$567K -7,516 -66%
FCI
291
Financial Counselors Inc
Kansas
$288K +$4.67K +62 +2%
EWF
292
Epstein & White Financial
California
$280K -$1.76M -23,632 -86%
ATIA
293
American Trust Investment Advisors
New Hampshire
$280K -$5.28K -70 -2%
GTAM
294
Global Trust Asset Management
Florida
$279K
BFPW
295
BOK Financial Private Wealth
Colorado
$277K
SFG
296
StrategIQ Financial Group
Indiana
$277K +$21.7K +288 +9%
PCG
297
Private Capital Group
Connecticut
$273K +$10.5K +140 +4%
EWM
298
Endurance Wealth Management
Rhode Island
$268K
AllianceBernstein
299
AllianceBernstein
Tennessee
$266K +$4.53K +60 +2%
CL
300
Choreo LLC
Illinois
$262K -$78.9K -1,048 -23%