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iShares S&P Small-Cap 600 Value ETF

468 hedge funds and large institutions have $3.24B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 150 increasing their positions, 153 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.44%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
82
Increased
150
Reduced
153
Closed
76
Calls
$2.81M
Puts
$620K
Net Calls
+$2.19M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
ONB
326
Old National Bancorp
Indiana
$229K -$5.26K -80 -2%
LC
327
LCNB Corp
Ohio
$227K +$3.3K +50 +1%
KP
328
Keel Point
Alabama
$227K +$227K +3,444 New
PAM
329
Peak Asset Management
Colorado
$224K
AP
330
Advisor Partners
California
$224K
Renaissance Technologies
331
Renaissance Technologies
New York
$224K +$224K +3,400 New
FA
332
Fortis Advisors
Pennsylvania
$222K
ACM
333
Azimuth Capital Management
Michigan
$222K
TI
334
Truepoint Inc
Ohio
$219K -$92K -1,396 -30%
MWM
335
Modera Wealth Management
New Jersey
$219K +$396 +6 +0.2%
PP
336
PagnatoKarp Partners
Virginia
$219K +$219K +3,326 New
DWT
337
Dorsey & Whitney Trust
South Dakota
$217K
MCP
338
Mirador Capital Partners
California
$216K
CL
339
Choreo LLC
Illinois
$215K -$9.64K -146 -4%
HJA
340
Hugh Johnson Advisors
New York
$213K -$2.64K -40 -1%
EWA
341
EP Wealth Advisors
California
$212K
ATIA
342
American Trust Investment Advisors
New Hampshire
$212K +$3.3K +50 +2%
FHC
343
First Heartland Consultants
Missouri
$208K -$1.74M -26,428 -89%
WWM
344
Windsor Wealth Management
Indiana
$207K +$3.3K +50 +2%
WIC
345
Whitegate Investment Counselors
New Hampshire
$205K +$205K +3,106 New
WWM
346
Western Wealth Management
Colorado
$203K +$203K +3,094 New
WT
347
Whittier Trust
California
$199K -$171K -2,600 -46%
EWA
348
ERTS Wealth Advisors
Michigan
$188K +$188K +2,850 New
SWM
349
SeaCrest Wealth Management
New York
$187K -$5.02K -76 -3%
BTNA
350
Bremer Trust National Association
Minnesota
$168K -$923 -14 -0.5%