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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 %
RCA
326
Rowland Carmichael Advisors
Arizona
$40K
ECM
327
Exchange Capital Management
Michigan
$39K
WA
328
WFG Advisors
Texas
$31K +$138 +2 +0.4%
SEI Investments
329
SEI Investments
Pennsylvania
$29K +$15K +216 +107%
AF
330
Allworth Financial
California
$28K -$8.41K -122 -23%
SIAP
331
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K +$28K +400 New
GWA
332
Guidant Wealth Advisors
Illinois
$27K
JWA
333
JFS Wealth Advisors
Pennsylvania
$26K
CHP
334
Cable Hill Partners
Oregon
$25K
GBBWRPM
335
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$22K +$142 +2 +0.6%
EA
336
Edge Advisors
Georgia
$22K +$22K +328 New
LNB
337
Ledyard National Bank
$20K
ST
338
Smithfield Trust
Pennsylvania
$18K +$18K +252 New
AWM
339
AllSquare Wealth Management
New York
$17K
TDC
340
Thompson Davis & Co
Virginia
$16K
CP
341
Corbenic Partners
Pennsylvania
$16K
AA
342
Apriem Advisors
California
$15K +$15K +216 New
AIP
343
Ameritas Investment Partners
Nebraska
$14K -$6K -90 -30%
CTC
344
Central Trust Company
Missouri
$14K
FNBT
345
FineMark National Bank & Trust
Florida
$14K
CCM
346
Cribstone Capital Management
Maine
$13K
CBT
347
Central Bank & Trust
Kentucky
$11K -$10K -144 -48%
RWA
348
Ropes Wealth Advisors
Massachusetts
$11K
PA
349
Parallel Advisors
California
$10K +$10K +148 New
FFW
350
Fusion Family Wealth
New York
$10K +$10K +148 New