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iShares S&P Small-Cap 600 Value ETF

279 hedge funds and large institutions have $1.76B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+13
Holders Change %
+4.89%
% of All Funds
7.33%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.42%
New
41
Increased
93
Reduced
93
Closed
26
Calls
$4.69M
Puts
$2.51M
Net Calls
+$2.19M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
76
Planning Alternatives
Michigan
$2.35M -$196K -3,630 -8%
CPSAC
77
Chas P. Smith & Associates (CPS)
Florida
$2.31M -$256K -4,736 -10%
SS
78
Simplicity Solutions
Minnesota
$2.28M +$2.03M +37,482 +808%
WA
79
Wealth Architects
California
$2.21M +$476K +8,800 +27%
Franklin Resources
80
Franklin Resources
California
$2.1M
VFS
81
VSR Financial Services
Kansas
$2.07M -$1.22M -22,630 -37%
CWM
82
Cranbrook Wealth Management
Michigan
$2.06M -$151K -2,786 -7%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$2.05M -$3.64M -67,382 -64%
PP
84
Palladium Partners
Virginia
$1.96M -$29.4K -544 -1%
UB
85
UMB Bank
Missouri
$1.94M +$1.94M +35,886 New
GF
86
Gerstein Fisher
New York
$1.93M +$228K +4,210 +13%
CPIG
87
Chicago Partners Investment Group
Illinois
$1.78M +$660K +12,194 +59%
SWM
88
Segment Wealth Management
Texas
$1.76M +$1.76M +32,520 New
SG Americas Securities
89
SG Americas Securities
New York
$1.74M +$1.74M +32,142 New
HighTower Advisors
90
HighTower Advisors
Illinois
$1.65M -$9.94K -184 -0.6%
HTC
91
Haverford Trust Company
Pennsylvania
$1.64M +$136K +2,520 +9%
CI
92
Conning Inc
Connecticut
$1.63M
CAN
93
Cetera Advisor Networks
California
$1.63M -$8.46M -156,314 -84%
TIA
94
Tiemann Investment Advisors
California
$1.62M +$113K +2,094 +8%
SPC
95
Sigma Planning Corp
Michigan
$1.59M -$2.29M -42,278 -59%
KPCM
96
Kings Point Capital Management
New York
$1.53M
SC
97
Savant Capital
Illinois
$1.5M -$15K -278 -1%
SNT
98
Security National Trust
West Virginia
$1.48M +$64.9K +1,200 +5%
PA
99
Pinnacle Associates
New York
$1.48M +$649 +12 +0%
GA
100
GFS Advisors
Texas
$1.45M -$126K -2,334 -8%