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iShares S&P Small-Cap 600 Value ETF

433 hedge funds and large institutions have $2.76B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+67
Holders Change %
+18.31%
% of All Funds
9.83%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
92
Increased
141
Reduced
126
Closed
23
Calls
$2.32M
Puts
$2.01M
Net Calls
+$307K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
326
Whittier Trust
California
$236K +$7.69K +100 +3%
SHCM
327
Stokes & Hubbell Capital Management
Louisiana
$235K +$235K +3,056 New
WIC
328
Whitegate Investment Counselors
New Hampshire
$233K -$14.6K -190 -6%
VCWA
329
Vanguard Capital Wealth Advisors
Colorado
$230K +$230K +3,000 New
CBU
330
CIBC Bank USA
Illinois
$230K -$110K -1,428 -32%
MWM
331
Modera Wealth Management
New Jersey
$226K +$226K +2,942 New
SWM
332
SeaCrest Wealth Management
New York
$222K +$222K +2,892 New
SBSB
333
Sullivan, Bruyette, Speros & Blaney
Virginia
$217K
MI
334
Moneywise Inc
Virginia
$216K -$8.15K -106 -4%
AB
335
Atlas Brown
Kentucky
$212K +$212K +2,672 New
RFM
336
Royal Fund Management
Florida
$212K +$212K +2,770 New
BAM
337
Belpointe Asset Management
Nevada
$208K +$208K +2,708 New
FNBTCON
338
First National Bank & Trust Co of Newtown
Pennsylvania
$207K +$207K +2,700 New
WEC
339
Winslow Evans & Crocker
Massachusetts
$206K +$23K +300 +13%
SIC
340
Sigma Investment Counselors
Michigan
$200K +$200K +2,602 New
BWA
341
Burt Wealth Advisors
Maryland
$183K
SEI Investments
342
SEI Investments
Pennsylvania
$178K +$84.6K +1,106 +91%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$157K +$157K +2,044 New
AF
344
Advisornet Financial
Minnesota
$157K +$157K +2,048 New
BTIS
345
BB&T Investment Services
North Carolina
$154K
CBT
346
Capital Bank & Trust
California
$143K +$143K +1,860 New
CTB
347
Country Trust Bank
Illinois
$142K
PMFA
348
Plante Moran Financial Advisors
Michigan
$136K
LNB
349
Ledyard National Bank
$135K -$1.54K -20 -1%
JGIA
350
Jackson Grant Investment Advisers
Connecticut
$127K +$920 +12 +0.7%