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iShares S&P Small-Cap 600 Value ETF

433 hedge funds and large institutions have $2.76B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+67
Holders Change %
+18.31%
% of All Funds
9.83%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
92
Increased
141
Reduced
126
Closed
23
Calls
$2.32M
Puts
$2.01M
Net Calls
+$307K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
PHAM
26
Palisades Hudson Asset Management
Florida
$18M -$170K -2,214 -0.9%
Truist Financial
27
Truist Financial
North Carolina
$17M +$138K +1,802 +0.8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$16M +$12.3M +160,758 +340%
CA
29
Centerpoint Advisors
Massachusetts
$15.5M +$15.5M +201,482 New
Mariner
30
Mariner
Kansas
$14.4M +$714K +9,300 +5%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$14.3M +$461 +6 +0%
NP
32
NorthRock Partners
Minnesota
$14.1M -$133K -1,732 -0.9%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$13.1M +$358K +4,662 +3%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$12.3M -$308K -4,008 -2%
BF
35
BOK Financial
Oklahoma
$12.2M -$715K -9,312 -6%
RFC
36
Regions Financial Corp
Alabama
$11.9M +$408K +5,312 +4%
1IA
37
1834 Investment Advisors
Wisconsin
$11.9M +$108K +1,412 +0.9%
SFI
38
SPC Financial Inc
Maryland
$11.4M +$39.9K +520 +0.4%
HFBOT
39
Home Federal Bank of Tennessee
Tennessee
$11.4M -$327K -4,254 -3%
TA
40
Townsend & Associates
Colorado
$11.1M +$11.1M +144,026 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$10.8M +$3.1M +40,384 +40%
Citigroup
42
Citigroup
New York
$10.8M -$5.1M -66,480 -32%
OCM
43
One Capital Management
California
$10.5M +$467K +6,076 +5%
Ameriprise
44
Ameriprise
Minnesota
$10.3M -$793K -11,078 -7%
KeyBank National Association
45
KeyBank National Association
Ohio
$10.3M -$1.41M -18,326 -12%
PI
46
PineBridge Investments
New York
$10.3M -$61.8M -804,504 -86%
CAN
47
Cetera Advisor Networks
California
$10M +$6.17M +80,334 +160%
COI
48
Connable Office Inc
Michigan
$9.84M -$60.8K -792 -0.6%
AG
49
Advisor Group
Arizona
$9.45M +$4.72M +61,520 +100%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$9.36M -$154K -2,010 -2%