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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 %
OC
376
Oakworth Capital
Alabama
$70K +$4.87K +60 +7%
SMG
377
Spectrum Management Group
Indiana
$69K
CDIA
378
Capital Directions Investment Advisors
Georgia
$67K -$13.4K -164 -17%
TL
379
TrueWealth LLC
Georgia
$66K -$14.7K -180 -18%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$65.5K
BC
381
Bartlett & Co
Ohio
$65K
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$63K +$36.5K +450 +138%
CF
383
Centaurus Financial
California
$62K -$255K -3,106 -80%
CTC
384
Central Trust Company
Missouri
$62K -$4.07K -50 -6%
FNB
385
Farmers National Bank
Kentucky
$58K
First Manhattan
386
First Manhattan
New York
$57K
APSP
387
Asset Planning Services (Pennsylvania)
Pennsylvania
$56K
MCM
388
Mainstay Capital Management
Michigan
$55K -$22.8K -278 -29%
WAS
389
Winch Advisory Services
Wisconsin
$53K +$53K +652 New
FMII
390
Farmers & Merchants Investments Inc
Nebraska
$52K
RCA
391
Rowland Carmichael Advisors
Arizona
$47K
LWA
392
Lenox Wealth Advisors
New York
$45K +$45K +552 New
DWA
393
Divergent Wealth Advisors
Utah
$44K
RFA
394
Reilly Financial Advisors
California
$41K
Bessemer Group
395
Bessemer Group
New Jersey
$41K
WA
396
WP Advisors
California
$41K +$41K +504 New
GIP
397
Granite Investment Partners
California
$37K +$37K +454 New
AWA
398
Acorn Wealth Advisors
Michigan
$36K
BWP
399
Baldwin Wealth Partners
Massachusetts
$35K
OIA
400
Optimum Investment Advisors
Illinois
$35K