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iShares S&P Small-Cap 600 Value ETF

466 hedge funds and large institutions have $4.28B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 136 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+18
Holders Change %
+4.02%
% of All Funds
10.67%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.69%
New
46
Increased
174
Reduced
136
Closed
26
Calls
$835K
Puts
$1.62M
Net Calls
-$785K
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$205K
EFS
352
Essex Financial Services
Connecticut
$204K +$204K +2,446 New
WAM
353
Weatherly Asset Management
California
$201K +$201K +2,404 New
BWA
354
Burt Wealth Advisors
Maryland
$199K
RCAG
355
Rehmann Capital Advisory Group
Michigan
$195K +$49.4K +592 +34%
LNB
356
Ledyard National Bank
$176K
APP
357
Avantax Planning Partners
Iowa
$167K +$167K +1,996 New
SCM
358
Southport Capital Management
Tennessee
$163K +$163K +1,954 New
PO
359
Private Ocean
California
$160K -$216K -2,578 -57%
CBT
360
Capital Bank & Trust
California
$155K
CTB
361
Country Trust Bank
Illinois
$154K
RPG
362
Risk Paradigm Group
Texas
$153K
MCM
363
Mainstay Capital Management
Michigan
$148K +$92.1K +1,104 +165%
WSTAM
364
Wilbanks Smith & Thomas Asset Management
Virginia
$145K +$145K +1,738 New
VFA
365
Valeo Financial Advisors
Indiana
$142K +$138K +1,842 +3,684%
JGIA
366
Jackson Grant Investment Advisers
Connecticut
$139K +$500 +6 +0.4%
MIM
367
Macroview Investment Management
Maryland
$137K +$137K +1,640 New
AIM
368
Advantage Investment Management
Iowa
$134K -$91K -1,088 -40%
NFG
369
Next Financial Group
Texas
$124K -$85.9K -1,032 -41%
FPS
370
Fieldpoint Private Securities
Connecticut
$110K
WWM
371
Willingdon Wealth Management
North Carolina
$106K +$106K +1,270 New
FHA
372
Flagship Harbor Advisors
Massachusetts
$105K
CFA
373
Carroll Financial Associates
North Carolina
$104K
EFSCE
374
Enterprise Financial Services Corp (EFSC)
Missouri
$103K
BlackRock
375
BlackRock
New York
$99K -$11.6K -140 -11%