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iShares S&P Small-Cap 600 Value ETF

437 hedge funds and large institutions have $2.68B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
10.03%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
166
Reduced
132
Closed
40
Calls
$875K
Puts
$1.46M
Net Calls
-$588K
Net Calls Change
-$895K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
326
SeaCrest Wealth Management
New York
$219K +$604 +8 +0.3%
SFPM
327
Sensible Financial Planning & Management
Massachusetts
$218K +$218K +2,888 New
AIP
328
Ahrens Investment Partners
Louisiana
$215K +$215K +2,850 New
SBSB
329
Sullivan, Bruyette, Speros & Blaney
Virginia
$214K
MI
330
Moneywise Inc
Virginia
$212K +$151 +2 +0.1%
CBU
331
CIBC Bank USA
Illinois
$208K -$18K -238 -8%
AB
332
Atlas Brown
Kentucky
$206K +$4.52K +60 +2%
FNBTCON
333
First National Bank & Trust Co of Newtown
Pennsylvania
$204K
CIBC Private Wealth Group
334
CIBC Private Wealth Group
Georgia
$185K +$30.8K +408 +20%
BWA
335
Burt Wealth Advisors
Maryland
$180K
ACA
336
Atlas Capital Advisors
Wyoming
$179K +$179K +2,376 New
DWM
337
Destination Wealth Management
California
$170K -$105K -1,398 -38%
SMA
338
Simply Money Advisors
Ohio
$167K +$167K +2,216 New
RCAG
339
Rehmann Capital Advisory Group
Michigan
$164K +$164K +2,176 New
LNB
340
Ledyard National Bank
$159K +$26.4K +350 +20%
AF
341
Advisornet Financial
Minnesota
$154K
APP
342
Avantax Planning Partners
Iowa
$151K +$151K +1,996 New
KF
343
Krilogy Financial
Missouri
$141K +$57.6K +762 +69%
CBT
344
Capital Bank & Trust
California
$140K
CTB
345
Country Trust Bank
Illinois
$139K
CAPTRUST Financial Advisors
346
CAPTRUST Financial Advisors
North Carolina
$138K +$22.9K +310 +20%
PMFA
347
Plante Moran Financial Advisors
Michigan
$133K
JGIA
348
Jackson Grant Investment Advisers
Connecticut
$125K +$451 +6 +0.4%
ClearBridge Investments
349
ClearBridge Investments
New York
$124K
IIC
350
Integrated Investment Consultants
Michigan
$120K +$120K +1,590 New