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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 %
AP
301
Advisor Partners
California
$259K -$24.9K -330 -9%
MFW
302
Mosaic Family Wealth
Missouri
$259K -$3.02K -40 -1%
LC
303
LCNB Corp
Ohio
$256K
PAM
304
Peak Asset Management
Colorado
$256K
MCP
305
Mirador Capital Partners
California
$252K
MFT
306
Moisand Fitzgerald Tamayo
Florida
$252K +$603 +8 +0.2%
GFPC
307
Global Financial Private Capital
Florida
$252K +$17K +226 +7%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$249K -$1.57M -20,800 -86%
DWT
309
Dorsey & Whitney Trust
South Dakota
$248K
KSA
310
Ken Stern & Associates
California
$246K -$1.96K -26 -0.8%
Millennium Management
311
Millennium Management
New York
$245K +$245K +3,244 New
VFA
312
Voya Financial Advisors
Connecticut
$244K -$527K -7,036 -68%
GC
313
Garde Capital
Washington
$244K
DCM
314
Donaldson Capital Management
Indiana
$242K -$90.6K -1,202 -27%
WEC
315
Winslow Evans & Crocker
Massachusetts
$240K +$37.1K +492 +18%
HIMC
316
Heritage Investors Management Corp
Maryland
$237K
BTNA
317
Bremer Trust National Association
Minnesota
$236K -$163K -2,160 -41%
MBT
318
Montecito Bank & Trust
California
$235K
WIC
319
Whitegate Investment Counselors
New Hampshire
$235K +$6.04K +80 +3%
JIP
320
Jaffetilchin Investment Partners
Florida
$230K +$230K +3,056 New
RM
321
Resource Management
Louisiana
$229K +$229K +3,032 New
SEI Investments
322
SEI Investments
Pennsylvania
$227K +$50.8K +672 +29%
KA
323
Kovack Advisors
Florida
$226K -$72.7K -966 -24%
FA
324
Fiducient Advisors
Illinois
$226K +$226K +3,002 New
MWM
325
Modera Wealth Management
New Jersey
$222K +$151 +2 +0.1%