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iShares S&P Small-Cap 600 Value ETF

448 hedge funds and large institutions have $3.3B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+11
Holders Change %
+2.52%
% of All Funds
10.27%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
41
Increased
140
Reduced
152
Closed
27
Calls
$359K
Puts
$3.05M
Net Calls
-$2.7M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
SFPM
326
Sensible Financial Planning & Management
Massachusetts
$236K
FA
327
Fiducient Advisors
Illinois
$234K -$11.1K -136 -5%
SBSB
328
Sullivan, Bruyette, Speros & Blaney
Virginia
$231K
PMFA
329
Plante Moran Financial Advisors
Michigan
$231K +$86.6K +1,060 +60%
EWA
330
EP Wealth Advisors
California
$227K +$227K +2,782 New
SS
331
Simplicity Solutions
Minnesota
$225K +$225K +2,758 New
AIM
332
Advantage Investment Management
Iowa
$220K -$818K -10,002 -79%
FNBTCON
333
First National Bank & Trust Co of Newtown
Pennsylvania
$220K
MI
334
Moneywise Inc
Virginia
$213K -$16.7K -204 -7%
SIC
335
Sigma Investment Counselors
Michigan
$212K +$212K +2,602 New
AIP
336
Ahrens Investment Partners
Louisiana
$208K -$24.5K -300 -11%
ATFA
337
All Terrain Financial Advisors
Minnesota
$208K +$208K +2,550 New
NFG
338
Next Financial Group
Texas
$206K -$353K -4,326 -63%
First Trust Advisors
339
First Trust Advisors
Illinois
$202K +$202K +2,476 New
BJL
340
Brighton Jones LLC
Washington
$201K +$201K +2,456 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$200K
BWA
342
Burt Wealth Advisors
Maryland
$195K
BCA
343
Bay Colony Advisors
Massachusetts
$176K +$176K +2,154 New
LNB
344
Ledyard National Bank
$172K
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$157K +$3.93K +48 +3%
RWA
346
Ropes Wealth Advisors
Massachusetts
$156K +$145K +1,776 +1,366%
CBT
347
Capital Bank & Trust
California
$152K
CTB
348
Country Trust Bank
Illinois
$151K
RPG
349
Risk Paradigm Group
Texas
$150K -$345K -4,226 -70%
RCAG
350
Rehmann Capital Advisory Group
Michigan
$142K -$35.3K -432 -20%