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iShares S&P Small-Cap 600 Value ETF

448 hedge funds and large institutions have $3.3B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+11
Holders Change %
+2.52%
% of All Funds
10.27%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
41
Increased
140
Reduced
152
Closed
27
Calls
$359K
Puts
$3.05M
Net Calls
-$2.7M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
276
Simmons Bank
Arkansas
$367K
SG
277
StoneX Group
New York
$363K -$31.1K -382 -8%
KCM
278
Kendall Capital Management
Maryland
$360K -$3.43M -42,108 -91%
SFG
279
StrategIQ Financial Group
Indiana
$357K +$56.7K +694 +19%
TCM
280
Traynor Capital Management
Pennsylvania
$354K +$986 +12 +0.3%
RJT
281
Raymond James Trust
Florida
$350K -$2.94K -36 -0.8%
BB
282
Busey Bank
Illinois
$350K
CCP
283
Corient Capital Partners
California
$347K
RFWA
284
RPg Family Wealth Advisory
Massachusetts
$347K +$347K +4,250 New
BIA
285
BHK Investment Advisors
Alabama
$344K
VCP
286
Vista Capital Partners
Oregon
$324K
VNA
287
Valley National Advisers
Pennsylvania
$323K
IWM
288
IHT Wealth Management
Illinois
$315K -$871K -10,678 -73%
APA
289
American Portfolios Advisors
New York
$314K -$19.6K -240 -6%
FCI
290
Financial Counselors Inc
Kansas
$312K
ACI
291
Alpha Cubed Investments
California
$311K -$21.2K -260 -6%
LRIA
292
Leonard Rickey Investment Advisors
Washington
$307K -$25.3K -310 -8%
EWM
293
Endurance Wealth Management
Rhode Island
$299K +$8.17K +100 +3%
PCG
294
Private Capital Group
Connecticut
$296K
ONB
295
Old National Bancorp
Indiana
$291K -$29.3K -358 -9%
BFPW
296
BOK Financial Private Wealth
Colorado
$291K -$9.31K -114 -3%
ATIA
297
American Trust Investment Advisors
New Hampshire
$286K -$17.1K -210 -6%
RM
298
Resource Management
Louisiana
$284K +$37.3K +458 +15%
MFW
299
Mosaic Family Wealth
Missouri
$280K
FI
300
FormulaFolio Investments
Michigan
$280K +$280K +3,424 New