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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 %
APSP
401
Asset Planning Services (Pennsylvania)
Pennsylvania
$54K +$471 +6 +0.9%
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$53K
GAM
403
Gemmer Asset Management
California
$51K -$25.2K -300 -33%
AAP
404
Arax Advisory Partners
Colorado
$51K +$51K +612 New
RCA
405
Rowland Carmichael Advisors
Arizona
$48K
SWP
406
Strategic Wealth Partners
Ohio
$46K +$46K +552 New
ONST
407
Old North State Trust
North Carolina
$43K +$43K +516 New
RFA
408
Reilly Financial Advisors
California
$42K
Bessemer Group
409
Bessemer Group
New Jersey
$42K
WA
410
WP Advisors
California
$42K +$166 +2 +0.4%
TPWA
411
TRUE Private Wealth Advisors
Oregon
$40K +$40K +478 New
BWP
412
Baldwin Wealth Partners
Massachusetts
$36K
OIA
413
Optimum Investment Advisors
Illinois
$36K
UBS AM
414
UBS AM
Illinois
$34.4K
GIP
415
Granite Investment Partners
California
$34K
DWA
416
Divergent Wealth Advisors
Utah
$31K -$13.3K -162 -30%
WAM
417
Watermark Asset Management
California
$31K +$14.2K +172 +84%
JWA
418
JFS Wealth Advisors
Pennsylvania
$30K +$6.63K +80 +28%
TC
419
Truvestments Capital
Florida
$28K +$28K +340 New
CWA
420
Clarus Wealth Advisors
Arizona
$27K
JA
421
JOYN Advisors
Georgia
$26K +$7.14K +84 +38%
CFN
422
Cordasco Financial Network
Florida
$24K
SIAP
423
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
SFSIG
424
San Francisco Sentry Investment Group
California
$22K
KL
425
KWMG LLC
Kansas
$21K +$8.7K +106 +71%