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iShares S&P Small-Cap 600 Value ETF

433 hedge funds and large institutions have $2.76B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+67
Holders Change %
+18.31%
% of All Funds
9.83%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
92
Increased
141
Reduced
126
Closed
23
Calls
$2.32M
Puts
$2.01M
Net Calls
+$307K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
ATIA
301
American Trust Investment Advisors
New Hampshire
$291K -$19.1K -248 -6%
FCI
302
Financial Counselors Inc
Kansas
$289K
GTAM
303
Global Trust Asset Management
Florida
$284K +$284K +3,696 New
BFPW
304
BOK Financial Private Wealth
Colorado
$282K -$74.6K -972 -21%
DWM
305
Destination Wealth Management
California
$281K +$281K +3,658 New
EWM
306
Endurance Wealth Management
Rhode Island
$273K +$21.6K +282 +9%
FPGK
307
Financial Partners Group (Kansas)
Kansas
$272K +$272K +3,536 New
MFW
308
Mosaic Family Wealth
Missouri
$267K +$4.31K +56 +2%
AllianceBernstein
309
AllianceBernstein
Tennessee
$266K
PAM
310
Peak Asset Management
Colorado
$261K
LC
311
LCNB Corp
Ohio
$260K +$260K +3,386 New
SFG
312
StrategIQ Financial Group
Indiana
$260K +$260K +3,388 New
ACI
313
Alpha Cubed Investments
California
$258K +$26.8K +348 +12%
MFT
314
Moisand Fitzgerald Tamayo
Florida
$256K -$1.07K -14 -0.4%
PWM
315
Perigon Wealth Management
California
$256K +$256K +3,330 New
KSA
316
Ken Stern & Associates
California
$253K -$769 -10 -0.3%
DWT
317
Dorsey & Whitney Trust
South Dakota
$253K
MCP
318
Mirador Capital Partners
California
$252K
PSF
319
Pacific Sun Financial
California
$252K +$252K +3,280 New
RJT
320
Raymond James Trust
Florida
$249K -$30.8K -400 -11%
GC
321
Garde Capital
Washington
$248K +$3.38K +44 +1%
ATFA
322
All Terrain Financial Advisors
Minnesota
$247K +$247K +3,222 New
HIMC
323
Heritage Investors Management Corp
Maryland
$241K -$30.7K -400 -11%
MBT
324
Montecito Bank & Trust
California
$240K -$7.69K -100 -3%
GFPC
325
Global Financial Private Capital
Florida
$240K +$240K +3,120 New