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iShares S&P Small-Cap 600 Value ETF

266 hedge funds and large institutions have $1.7B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+41
Holders Change %
+18.22%
% of All Funds
7.1%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
58
Increased
78
Reduced
86
Closed
14
Calls
$2.36M
Puts
$1.07M
Net Calls
+$1.29M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
101
Pinnacle Financial Partners
Tennessee
$1.12M +$10.5K +178 +1%
GF
102
Gerstein Fisher
New York
$1.09M +$631K +10,700 +138%
SIA
103
Stancorp Investment Advisers
Oregon
$1.07M +$1.07M +18,154 New
CS
104
Credit Suisse
Switzerland
$1.07M -$17.9M -304,248 -94%
SPC
105
Sigma Planning Corp
Michigan
$1.06M +$1.06M +18,036 New
BSB
106
Bangor Savings Bank
Maine
$1.04M +$82.3K +1,396 +9%
CW
107
Cobiz Wealth
Colorado
$1.02M +$91K +1,544 +10%
TAIM
108
TD Ameritrade Investment Management
Nebraska
$988K -$8.38K -142 -0.8%
CPIG
109
Chicago Partners Investment Group
Illinois
$967K +$967K +16,402 New
PFG
110
Pacific Financial Group
Washington
$966K +$9.32K +158 +1%
CC
111
Courier Capital
New York
$964K
AIS
112
American Investment Services
Massachusetts
$950K -$30.1K -510 -3%
GT
113
Glenmede Trust
Pennsylvania
$947K +$4.6K +78 +0.5%
NCM
114
Neumann Capital Management
California
$921K +$921K +15,610 New
1GA
115
1st Global Advisors
Texas
$912K -$92.3K -1,564 -9%
DBIA
116
Dumont & Blake Investment Advisors
New Jersey
$909K -$739K -12,534 -45%
HTC
117
Haverford Trust Company
Pennsylvania
$887K +$35.2K +598 +4%
Creative Planning
118
Creative Planning
Kansas
$882K -$40.8K -692 -4%
PI
119
Placemark Investments
Illinois
$872K +$127K +2,148 +17%
LTFS
120
Ladenburg Thalmann Financial Services
Florida
$846K +$391K +6,630 +86%
NES
121
New England Securities
New York
$819K -$2.83M -48,066 -78%
BIC
122
Bridges Investment Counsel
Nebraska
$806K -$11.8K -200 -1%
SFG
123
SNS Financial Group
Minnesota
$759K +$63.9K +1,084 +9%
CAN
124
Cetera Advisor Networks
California
$755K +$96.7K +1,638 +15%
BHWM
125
Bar Harbor Wealth Management
New Hampshire
$717K -$38.6K -654 -5%