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iShares S&P Small-Cap 600 Value ETF

437 hedge funds and large institutions have $2.68B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
10.03%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
166
Reduced
132
Closed
40
Calls
$875K
Puts
$1.46M
Net Calls
-$588K
Net Calls Change
-$895K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
401
AllSquare Wealth Management
New York
$18K
PS
402
Portfolio Strategies
New York
$17K
CCM
403
Cribstone Capital Management
Maine
$15K
WAM
404
Watermark Asset Management
California
$15K
AIP
405
Ameritas Investment Partners
Nebraska
$15K
FCB
406
First Command Bank
Texas
$14.2K
FCFS
407
First Command Financial Services
Texas
$14K
BFC
408
Bedel Financial Consulting
Indiana
$14K +$14K +188 New
AssetMark Inc
409
AssetMark Inc
California
$13K
Deutsche Bank
410
Deutsche Bank
Germany
$12K +$12K +162 New
GI
411
Gradient Investments
Minnesota
$11K -$579 -8 -5%
FFW
412
Fusion Family Wealth
New York
$11K
ME
413
McIlrath & Eck
Washington
$11K
EA
414
Edge Advisors
Georgia
$11K +$11K +158 New
BCI
415
Brinker Capital Investments
Pennsylvania
$10K
KCPG
416
Kavar Capital Partners Group
Kansas
$10K +$10K +128 New
RWA
417
Ropes Wealth Advisors
Massachusetts
$10K +$10K +130 New
SFG
418
SevenBridge Financial Group
Pennsylvania
$9K
VCM
419
Virtue Capital Management
Tennessee
$9K +$9K +110 New
OIA
420
OneDigital Investment Advisors
Kansas
$8K
CB
421
CNB Bank
Pennsylvania
$8K
FANJ
422
Financial Architects (New Jersey)
New Jersey
$8K
GFP
423
Gryphon Financial Partners
Ohio
$8K
FC
424
Ferris Capital
Massachusetts
$8K +$8K +102 New
S
425
SignatureFD
Georgia
$8K +$8K +112 New