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iShares S&P Small-Cap 600 Value ETF

466 hedge funds and large institutions have $4.28B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 136 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+18
Holders Change %
+4.02%
% of All Funds
10.67%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
46
Increased
174
Reduced
136
Closed
26
Calls
$835K
Puts
$1.62M
Net Calls
-$785K
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
301
Valley National Advisers
Pennsylvania
$331K
RM
302
Resource Management
Louisiana
$321K +$29.4K +352 +10%
Deutsche Bank
303
Deutsche Bank
Germany
$308K +$196K +2,344 +174%
LRIA
304
Leonard Rickey Investment Advisors
Washington
$306K -$7.5K -90 -2%
EWM
305
Endurance Wealth Management
Rhode Island
$305K
TIM
306
Thompson Investment Management
Wisconsin
$304K +$20.7K +248 +7%
GTAM
307
Global Trust Asset Management
Florida
$303K -$355K -4,260 -54%
ONB
308
Old National Bancorp
Indiana
$297K
BFPW
309
BOK Financial Private Wealth
Colorado
$296K -$833 -10 -0.3%
CL
310
Choreo LLC
Illinois
$285K +$670 +8 +0.2%
AP
311
Advisor Partners
California
$284K
PAM
312
Peak Asset Management
Colorado
$284K
LC
313
LCNB Corp
Ohio
$283K +$283K +3,386 New
FI
314
FormulaFolio Investments
Michigan
$282K -$3.5K -42 -1%
FA
315
Fortis Advisors
Pennsylvania
$282K
ACM
316
Azimuth Capital Management
Michigan
$281K +$25K +300 +10%
MWM
317
Modera Wealth Management
New Jersey
$276K +$30.4K +364 +12%
DWT
318
Dorsey & Whitney Trust
South Dakota
$275K
MCP
319
Mirador Capital Partners
California
$274K +$15K +180 +6%
HJA
320
Hugh Johnson Advisors
New York
$273K +$10.8K +130 +4%
KSA
321
Ken Stern & Associates
California
$272K
MFW
322
Mosaic Family Wealth
Missouri
$272K +$13.3K +176 +5%
EWA
323
EP Wealth Advisors
California
$268K +$35.9K +430 +15%
MFT
324
Moisand Fitzgerald Tamayo
Florida
$265K -$13.8K -166 -5%
ATIA
325
American Trust Investment Advisors
New Hampshire
$264K -$28.4K -340 -10%