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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 %
LFS
76
Lutz Financial Services
Nebraska
$5.62M +$491K +6,014 +10%
BFM
77
Broadview Financial Management
Wisconsin
$5.61M -$126K -1,538 -2%
MA
78
MUFG Americas
New York
$5.53M -$240K -2,942 -4%
IFS
79
Ifrah Financial Services
Arkansas
$5.51M +$303K +3,712 +6%
SWM
80
Segment Wealth Management
Texas
$5.11M +$125K +1,530 +3%
GLA
81
Great Lakes Advisors
Illinois
$4.87M +$35.3K +432 +0.7%
KM
82
Kalos Management
Georgia
$4.71M
GT
83
Greenleaf Trust
Michigan
$4.7M +$57K +698 +1%
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$4.62M +$43.3K +530 +0.9%
TFF
85
The Family Firm
Maryland
$4.44M +$96.5K +1,182 +2%
Comerica Bank
86
Comerica Bank
Texas
$4.36M -$174K -2,086 -4%
PSUF
87
People's United Financial
Connecticut
$4.34M +$292K +3,582 +7%
Franklin Resources
88
Franklin Resources
California
$4.33M -$362K -4,434 -8%
UWPG
89
Ullmann Wealth Partners Group
Florida
$4.24M -$16.7K -204 -0.4%
HighTower Advisors
90
HighTower Advisors
Illinois
$4.18M -$177K -2,170 -4%
Goldman Sachs
91
Goldman Sachs
New York
$4.14M -$6.06M -74,188 -59%
FPIS
92
Financial Planning & Information Services
Wisconsin
$4.14M -$218K -2,676 -5%
TYCC
93
Texas Yale Capital Corp
Florida
$4.09M
CSA
94
Cottage Street Advisors
Massachusetts
$4.06M
HTC
95
Haverford Trust Company
Pennsylvania
$3.99M +$387K +4,746 +11%
FAAS
96
First Allied Advisory Services
California
$3.99M -$1.05M -12,842 -21%
PAI
97
Pittenger & Anderson Inc
Nebraska
$3.9M
Natixis Advisors
98
Natixis Advisors
Massachusetts
$3.86M +$1.58M +19,350 +69%
MCM
99
MAI Capital Management
Ohio
$3.75M +$137K +1,674 +4%
NSB
100
Norway Savings Bank
Maine
$3.74M +$87.3K +1,070 +2%