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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 %
SIM
326
Sonora Investment Management
Arizona
$28K +$28K +400 New
HR
327
Howe & Rusling
New York
$26K
JWA
328
JFS Wealth Advisors
Pennsylvania
$26K
EA
329
Edge Advisors
Georgia
$22K
GBBWRPM
330
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$21K
CFN
331
Cordasco Financial Network
Florida
$20K
TDC
332
Thompson Davis & Co
Virginia
$16K
CP
333
Corbenic Partners
Pennsylvania
$16K
GWA
334
Guidant Wealth Advisors
Illinois
$15K
WAM
335
Watermark Asset Management
California
$14K
AIP
336
Ameritas Investment Partners
Nebraska
$14K
CCM
337
Cribstone Capital Management
Maine
$14K
SEI Investments
338
SEI Investments
Pennsylvania
$8K
SFG
339
SevenBridge Financial Group
Pennsylvania
$8K
OIA
340
OneDigital Investment Advisors
Kansas
$8K +$8K +110 New
PWM
341
Perigon Wealth Management
California
$6K -$414K -5,514 -99%
MRCM
342
M&R Capital Management
New Jersey
$6K
PA
343
Parallel Advisors
California
$6K +$1.32K +18 +28%
HI
344
Hudock Inc
Pennsylvania
$5K -$772K -11,736 -99%
BCI
345
Brinker Capital Investments
Pennsylvania
$4K
M
346
MOTCO
Texas
$4K +$4K +52 New
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$2K -$3.65M -47,442 -100%
SBL
348
Sargent Bickham Lagudis
Colorado
$2K
PCA
349
Peddock Capital Advisors
Massachusetts
$2K
QAM
350
QCI Asset Management
New York
$1K