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iShares S&P Small-Cap 600 Value ETF

231 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
6.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
19
Increased
91
Reduced
79
Closed
14
Calls
$34.2M
Puts
$1.48M
Net Calls
+$32.7M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FAAS
26
First Allied Advisory Services
California
$11.6M +$1.05M +18,174 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$11.2M -$3.85M -66,700 -26%
Truist Financial
28
Truist Financial
North Carolina
$11M +$1.34M +23,288 +14%
BF
29
BOK Financial
Oklahoma
$10.4M +$322K +5,582 +3%
B
30
Baird
Wisconsin
$9.94M +$38.8K +672 +0.4%
LFG
31
LifePlan Financial Group
Ohio
$9.78M +$7.39M +127,982 +308%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$9.78M +$190K +3,298 +2%
KeyBank National Association
33
KeyBank National Association
Ohio
$9.34M -$526K -9,108 -5%
LI
34
LVZ Inc
Michigan
$9.26M +$79.2K +1,372 +0.9%
PHAM
35
Palisades Hudson Asset Management
Florida
$9M -$21.2K -368 -0.2%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$8.95M +$174K +3,014 +2%
US Bancorp
37
US Bancorp
Minnesota
$8.93M -$1.28M -22,128 -13%
SC
38
Stratford Consulting
Texas
$8.16M +$6.58K +114 +0.1%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$7.89M +$167K +2,886 +2%
B
40
Bailard
California
$7.67M -$48.8K -846 -0.6%
CS
41
Credit Suisse
Switzerland
$7.28M +$6.46M +111,978 +788%
SFI
42
SPC Financial Inc
Maryland
$7.05M +$57.7K +1,000 +0.8%
TF
43
Tompkins Financial
New York
$6.86M -$1.29M -22,428 -16%
FMC
44
First Merchants Corp
Indiana
$6.84M -$2.11M -36,582 -24%
AMG
45
Asset Management Group
Connecticut
$6.46M -$59.7K -1,034 -0.9%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$6.43M -$217K -3,760 -3%
PFG
47
Piershale Financial Group
Illinois
$6.29M +$6.29M +108,962 New
1IA
48
1834 Investment Advisors
Wisconsin
$6.25M +$39.7K +688 +0.6%
FPIS
49
Financial Planning & Information Services
Wisconsin
$5.86M -$21.2K -368 -0.4%
MA
50
MUFG Americas
New York
$5.56M +$10.8K +188 +0.2%