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iShares S&P Small-Cap 600 Value ETF

353 hedge funds and large institutions have $2.32B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-16
Holders Change %
-4.34%
% of All Funds
8.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.62%
New
24
Increased
122
Reduced
123
Closed
35
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
301
TCI Wealth Advisors
Arizona
$84K
OC
302
Oakworth Capital
Alabama
$82K +$2.79K +40 +4%
MMG
303
Monetary Management Group
Missouri
$77K
KF
304
Krilogy Financial
Missouri
$73K +$3.36K +48 +5%
LWM
305
Lenox Wealth Management
Ohio
$72K
AWM
306
Avior Wealth Management
Nebraska
$70K +$2.34K +334 +3%
CDIA
307
Capital Directions Investment Advisors
Georgia
$69K
QCG
308
Quadrant Capital Group
Ohio
$66K
AC
309
Alexandria Capital
Virginia
$62K
GAM
310
Gemmer Asset Management
California
$62K
IPC
311
Independent Portfolio Consultants
Florida
$59K
EWM
312
Evercore Wealth Management
New York
$57K
RFA
313
Reilly Financial Advisors
California
$52K
CTC
314
Central Trust Company
Missouri
$50K
First Manhattan
315
First Manhattan
New York
$48K -$6.86K -100 -13%
APSP
316
Asset Planning Services (Pennsylvania)
Pennsylvania
$47K +$139 +2 +0.3%
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$44K
SWA
318
Sutton Wealth Advisors
Florida
$40.3K
RCA
319
Rowland Carmichael Advisors
Arizona
$40K
ECM
320
Exchange Capital Management
Michigan
$39K
IF
321
Ironwood Financial
Arizona
$35K -$10.1K -146 -22%
WA
322
WFG Advisors
Texas
$34K +$2.9K +42 +9%
SIA
323
SeaBridge Investment Advisors
New Jersey
$28K
AF
324
Allworth Financial
California
$28K
SIAP
325
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K