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iShares S&P Small-Cap 600 Value ETF

366 hedge funds and large institutions have $2.47B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
9.14%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
125
Reduced
132
Closed
19
Calls
$2.51M
Puts
$2.11M
Net Calls
+$400K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
326
Contravisory Investment Management
Massachusetts
$59K +$59K +790 New
CTC
327
Central Trust Company
Missouri
$56K +$2.98K +40 +6%
First Manhattan
328
First Manhattan
New York
$52K +$876 +12 +2%
RFA
329
Reilly Financial Advisors
California
$50K -$5.24K -70 -9%
APSP
330
Asset Planning Services (Pennsylvania)
Pennsylvania
$50K +$147 +2 +0.3%
FMII
331
Farmers & Merchants Investments Inc
Nebraska
$47K
RCA
332
Rowland Carmichael Advisors
Arizona
$43K
SWA
333
Sutton Wealth Advisors
Florida
$42.7K
VFA
334
Valeo Financial Advisors
Indiana
$37K +$37K +496 New
BWA
335
BDO Wealth Advisors
Florida
$34K -$265K -3,528 -89%
AF
336
Allworth Financial
California
$30K
SIAP
337
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K
ECM
338
Exchange Capital Management
Michigan
$27K -$15.3K -204 -36%
GBBWRPM
339
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K
SIA
340
SeaBridge Investment Advisors
New Jersey
$22K -$7.43K -100 -25%
JWA
341
JFS Wealth Advisors
Pennsylvania
$21K -$6.7K -90 -24%
CFN
342
Cordasco Financial Network
Florida
$21K
CGT
343
Capital Guardian Trust
California
$20K +$20K +354 New
AWM
344
AllSquare Wealth Management
New York
$18K +$18K +240 New
CP
345
Corbenic Partners
Pennsylvania
$17K
AIP
346
Ameritas Investment Partners
Nebraska
$15K
WAM
347
Watermark Asset Management
California
$15K
WAP
348
Wealthcare Advisory Partners
Pennsylvania
$15K +$15K +204 New
CCM
349
Cribstone Capital Management
Maine
$14K
FCFS
350
First Command Financial Services
Texas
$14K +$14K +188 New