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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 %
JGIA
351
Jackson Grant Investment Advisers
Connecticut
$136K
ClearBridge Investments
352
ClearBridge Investments
New York
$134K
TA
353
Townsend & Associates
Colorado
$124K -$12.1M -148,408 -99%
RWP
354
RWA Wealth Partners
Massachusetts
$116K +$24.9K +304 +27%
Deutsche Bank
355
Deutsche Bank
Germany
$110K +$96.8K +1,184 +731%
BlackRock
356
BlackRock
New York
$109K -$3.77K -46 -3%
FPS
357
Fieldpoint Private Securities
Connecticut
$107K
FHA
358
Flagship Harbor Advisors
Massachusetts
$104K +$104K +1,278 New
CFA
359
Carroll Financial Associates
North Carolina
$102K +$56.8K +700 +125%
EFSCE
360
Enterprise Financial Services Corp (EFSC)
Missouri
$101K
DWM
361
Destination Wealth Management
California
$97K -$87.8K -1,074 -48%
PFO
362
Pathstone Family Office
New Jersey
$96K +$326 +4 +0.3%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$95K -$174K -2,130 -65%
SFM
364
Signet Financial Management
New Jersey
$95K
CIM
365
Contravisory Investment Management
Massachusetts
$92K
MMG
366
Monetary Management Group
Missouri
$90K
DSC
367
Duncker Streett & Co
Missouri
$89K
WEC
368
Winslow Evans & Crocker
Massachusetts
$86K -$179K -2,144 -68%
LWM
369
Lenox Wealth Management
Ohio
$84K
NWM
370
Northwest Wealth Management
Iowa
$84K
LFASL
371
Lugano Financial Advisors SA (LFA)
Switzerland
$83K +$83K +1,030 New
QCG
372
Quadrant Capital Group
Ohio
$79K
SWA
373
Sutton Wealth Advisors
Florida
$78.5K
TWA
374
TCI Wealth Advisors
Arizona
$74K
GAM
375
Gemmer Asset Management
California
$74K