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iShares S&P Small-Cap 600 Value ETF

448 hedge funds and large institutions have $3.3B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+11
Holders Change %
+2.52%
% of All Funds
10.27%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
41
Increased
140
Reduced
152
Closed
27
Calls
$359K
Puts
$3.05M
Net Calls
-$2.7M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
26
PineBridge Investments
New York
$20.5M +$7.12M +87,264 +53%
GIA
27
GHP Investment Advisors
Colorado
$20.3M -$119K -1,458 -0.6%
Mariner
28
Mariner
Kansas
$18.6M +$1.93M +23,674 +12%
PHAM
29
Palisades Hudson Asset Management
Florida
$18.6M -$503K -6,158 -3%
Truist Financial
30
Truist Financial
North Carolina
$17.5M -$580K -7,108 -3%
RFC
31
Regions Financial Corp
Alabama
$15.9M -$487K -5,970 -3%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$15.5M +$120K +1,476 +0.8%
PA
33
Probity Advisors
Texas
$15.4M -$2.67M -32,704 -15%
NP
34
NorthRock Partners
Minnesota
$15.1M +$11.9K +146 +0.1%
SFI
35
SPC Financial Inc
Maryland
$15.1M -$49.8K -610 -0.3%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$301K +3,682 +2%
1IA
37
1834 Investment Advisors
Wisconsin
$13.4M +$441K +5,406 +3%
BF
38
BOK Financial
Oklahoma
$13.1M -$142K -1,736 -1%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$13M +$2.22M +27,242 +21%
G
40
Gainplan
Michigan
$12.4M +$12.4M +151,600 New
OCM
41
One Capital Management
California
$12.1M +$338K +4,136 +3%
SPC
42
Sigma Planning Corp
Michigan
$12M +$3.15M +38,622 +36%
Citigroup
43
Citigroup
New York
$12M -$214K -2,620 -2%
HFBOT
44
Home Federal Bank of Tennessee
Tennessee
$11.2M -$668K -8,184 -6%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$10.8M -$16.6M -203,838 -61%
COI
46
Connable Office Inc
Michigan
$10.5M -$35.8K -438 -0.3%
KeyBank National Association
47
KeyBank National Association
Ohio
$10.2M -$368K -4,504 -3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$10.1M +$242K +2,960 +2%
EAM
49
Evanson Asset Management
California
$9.79M +$714K +8,740 +8%
TSWM
50
Triangle Securities Wealth Management
North Carolina
$9.43M -$187K -2,290 -2%