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iShares S&P Small-Cap 600 Value ETF

227 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 86 reducing their positions, and 18 closing their positions.

Holders
227
Holders Change
Holders Change %
0%
% of All Funds
6.56%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.43%
New
18
Increased
82
Reduced
86
Closed
18
Calls
$25.7M
Puts
$5.53M
Net Calls
+$20.1M
Net Calls Change
+$11.8M
Name Market Value Shares Shares
Change
Shares
Change %
FAAS
26
First Allied Advisory Services
California
$10.3M 91,152 +10,767 +13%
US Bancorp
27
US Bancorp
Minnesota
$10M 88,436 +11,611 +15%
BF
28
BOK Financial
Oklahoma
$9.95M 87,713 +2,877 +3%
PWAG
29
Polaris Wealth Advisory Group
California
$9.84M 86,730 +1,403 +2%
B
30
Baird
Wisconsin
$9.73M 85,803 +4,521 +6%
KeyBank National Association
31
KeyBank National Association
Ohio
$9.7M 85,459 +6,351 +8%
Truist Financial
32
Truist Financial
North Carolina
$9.45M 83,308 +1,162 +1%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$9.42M 83,063 +2,662 +3%
DWA
34
Dorsey Wright & Associates
California
$9.08M 81,985 -194 -0.2%
LI
35
LVZ Inc
Michigan
$9.01M 79,542 +9,140 +13%
PHAM
36
Palisades Hudson Asset Management
Florida
$8.87M 78,137 -2,336 -3%
FMC
37
First Merchants Corp
Indiana
$8.79M 77,521 +523 +0.7%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$8.62M 76,020 +4,569 +6%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$8.15M 71,863 +57,629 +405%
TF
40
Tompkins Financial
New York
$8.02M 70,663 -15,462 -18%
SC
41
Stratford Consulting
Texas
$8.01M 70,622 -366 -0.5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$7.59M 66,916 -12,291 -16%
B
43
Bailard
California
$7.59M 66,854 +325 +0.5%
LMIM
44
Lockheed Martin Investment Management
Maryland
$7.21M 63,555
SFI
45
SPC Financial Inc
Maryland
$6.87M 60,535 -10,610 -15%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$6.53M 57,570 -2,083 -3%
AMG
47
Asset Management Group
Connecticut
$6.41M 56,520 -479 -0.8%
1IA
48
1834 Investment Advisors
Wisconsin
$6.1M 53,779 -19 -0%
IFS
49
Ifrah Financial Services
Arkansas
$5.81M 51,230 +51,230 New
FPIS
50
Financial Planning & Information Services
Wisconsin
$5.78M 50,933 -304 -0.6%