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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.

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 %
LFAS
51
Level Four Advisory Services
Texas
$9.04M +$201K +2,462 +2%
AMG
52
Asset Management Group
Connecticut
$8.95M -$74.6K -914 -0.8%
SC
53
Stratford Consulting
Texas
$8.77M -$650K -7,966 -7%
AG
54
Advisor Group
Arizona
$8.26M -$4.82M -59,070 -37%
FHB
55
First Hawaiian Bank
Hawaii
$7.98M -$575K -7,048 -7%
UB
56
UMB Bank
Missouri
$7.92M -$42.9K -526 -0.5%
AP
57
Advisors Preferred
Maryland
$7.89M +$7.89M +96,668 New
OWA
58
One Wealth Advisors
California
$7.88M +$229K +2,800 +3%
CA
59
Cetera Advisors
Colorado
$7.83M +$543K +6,648 +7%
CIM
60
Confluence Investment Management
Missouri
$7.39M +$1.08M +13,200 +17%
CAL
61
Capital Advisors Ltd
Ohio
$7.36M +$72.3K +886 +1%
TIM
62
Tortoise Investment Management
New York
$6.92M -$380K -4,658 -5%
MWM
63
Merriman Wealth Management
Washington
$6.91M +$6.91M +84,658 New
MML Investors Services
64
MML Investors Services
Massachusetts
$6.68M -$2.58M -31,548 -28%
CHA
65
Cedar Hill Associates
Illinois
$6.67M -$1.34M -16,470 -17%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$6.61M -$34.3K -420 -0.5%
FMC
67
First Merchants Corp
Indiana
$6.59M +$16.3K +200 +0.2%
PFP
68
Pinnacle Financial Partners
Tennessee
$6.54M +$560K +6,854 +9%
US Bancorp
69
US Bancorp
Minnesota
$6.52M +$29.4K +360 +0.5%
LFG
70
LifePlan Financial Group
Ohio
$6.51M -$104K -1,278 -2%
MCM
71
MV Capital Management
Maryland
$6.42M -$59.4K -728 -0.9%
SCG
72
Sonata Capital Group
Washington
$6.29M -$1.82M -22,342 -22%
CFA
73
Cahill Financial Advisors
Minnesota
$6.07M +$29.1K +356 +0.5%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$5.82M +$25.3K +310 +0.4%
TC
75
Trilogy Capital
California
$5.81M +$191K +2,342 +3%