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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 %
ClearBridge Investments
351
ClearBridge Investments
New York
$126K
CAPTRUST Financial Advisors
352
CAPTRUST Financial Advisors
North Carolina
$120K -$23.9K -310 -17%
Bessemer Group
353
Bessemer Group
New Jersey
$115K +$115K +1,500 New
BlackRock
354
BlackRock
New York
$109K -$76.2K -988 -41%
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$109K
DSC
356
Duncker Streett & Co
Missouri
$107K
FPS
357
Fieldpoint Private Securities
Connecticut
$101K
KF
358
Krilogy Financial
Missouri
$85K +$3.08K +40 +4%
MMG
359
Monetary Management Group
Missouri
$84K
MFBTD
360
MB Financial Bank - Trust Department
Illinois
$81K
LWM
361
Lenox Wealth Management
Ohio
$79K
CDIA
362
Capital Directions Investment Advisors
Georgia
$76K
TL
363
TrueWealth LLC
Georgia
$76K +$76K +988 New
QCG
364
Quadrant Capital Group
Ohio
$74K +$460 +6 +0.6%
SWA
365
Sutton Wealth Advisors
Florida
$73.9K +$29.6K +386 +67%
TWA
366
TCI Wealth Advisors
Arizona
$70K -$22.3K -290 -24%
CIM
367
Contravisory Investment Management
Massachusetts
$70K +$9.36K +122 +15%
CTC
368
Central Trust Company
Missouri
$70K +$12.3K +160 +21%
GAM
369
Gemmer Asset Management
California
$68K
SMG
370
Spectrum Management Group
Indiana
$65K
EWM
371
Evercore Wealth Management
New York
$63K
OC
372
Oakworth Capital
Alabama
$62K -$17.9K -232 -22%
BC
373
Bartlett & Co
Ohio
$62K
FNB
374
Farmers National Bank
Kentucky
$55K +$55K +716 New
FRA
375
Front Row Advisors
California
$54K +$54K +700 New