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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 %
EFSCE
301
Enterprise Financial Services Corp (EFSC)
Missouri
$100K
DSC
302
Duncker Streett & Co
Missouri
$98K
SF
303
Synovus Financial
Georgia
$87K -$18.4K -262 -17%
TWA
304
TCI Wealth Advisors
Arizona
$84K
BlackRock
305
BlackRock
New York
$79K -$17.6K -252 -18%
MMG
306
Monetary Management Group
Missouri
$77K
LWM
307
Lenox Wealth Management
Ohio
$72K -$56.8K -810 -44%
LWM
308
LBA Wealth Management
Florida
$71K
KF
309
Krilogy Financial
Missouri
$70K -$8.31K -118 -11%
QCG
310
Quadrant Capital Group
Ohio
$66K +$139 +2 +0.2%
GAM
311
Gemmer Asset Management
California
$62K
AC
312
Alexandria Capital
Virginia
$62K
IPC
313
Independent Portfolio Consultants
Florida
$60K
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$60K +$60K +856 New
EWM
315
Evercore Wealth Management
New York
$57K
First Manhattan
316
First Manhattan
New York
$56K -$6.44K -92 -10%
OC
317
Oakworth Capital
Alabama
$55K
HR
318
Howe & Rusling
New York
$55K +$29.2K +418 +113%
APSP
319
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K
RFA
320
Reilly Financial Advisors
California
$52K +$141 +2 +0.3%
IF
321
Ironwood Financial
Arizona
$46K
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$44K
CDIA
323
Capital Directions Investment Advisors
Georgia
$43K
FTUS
324
Flow Traders U.S.
New York
$41K +$41K +590 New
SWA
325
Sutton Wealth Advisors
Florida
$40.3K