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iShares S&P Small-Cap 600 Value ETF

258 hedge funds and large institutions have $1.88B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
6.96%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
19
Increased
92
Reduced
89
Closed
18
Calls
$578K
Puts
Net Calls
+$578K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$1.59M -$518K -8,798 -25%
SNT
102
Security National Trust
West Virginia
$1.51M +$18.8K +320 +1%
HTC
103
Haverford Trust Company
Pennsylvania
$1.49M +$120K +2,030 +9%
JFA
104
JNBA Financial Advisors
Minnesota
$1.49M -$91.9K -1,560 -6%
TAM
105
Todd Asset Management
Kentucky
$1.41M -$49.4K -840 -3%
EK
106
Evensky & Katz
Florida
$1.39M -$87.3K -1,482 -6%
CW
107
Cobiz Wealth
Colorado
$1.35M +$91.7K +1,558 +7%
ZF
108
Zhang Financial
Michigan
$1.29M +$471 +8 +0%
OC
109
Oarsman Capital
Wisconsin
$1.29M
CPIG
110
Chicago Partners Investment Group
Illinois
$1.24M +$23.3K +396 +2%
AWM
111
Affinity Wealth Management
Delaware
$1.21M +$67K +1,138 +6%
CS
112
Credit Suisse
Switzerland
$1.16M +$21K +356 +2%
BSB
113
Bangor Savings Bank
Maine
$1.1M +$28.4K +482 +3%
NCM
114
Neumann Capital Management
California
$1.09M +$144K +2,450 +15%
BA
115
BKS Advisors
Michigan
$1.09M +$30.4K +516 +3%
PFP
116
Pinnacle Financial Partners
Tennessee
$1.05M -$19.9K -338 -2%
Northern Trust
117
Northern Trust
Illinois
$1.02M +$127K +2,154 +14%
MA
118
MCF Advisors
Kentucky
$1.02M -$94.1K -1,598 -8%
TAIM
119
TD Ameritrade Investment Management
Nebraska
$981K -$118 -2 -0%
GT
120
Glenmede Trust
Pennsylvania
$971K -$8K -136 -0.8%
PFG
121
Pacific Financial Group
Washington
$947K -$15.9K -270 -2%
AIS
122
American Investment Services
Massachusetts
$928K -$7.66K -130 -0.8%
AIM
123
Advantage Investment Management
Iowa
$924K +$596K +10,120 +181%
EA
124
Efficient Advisors
Ohio
$917K +$917K +15,580 New
BIC
125
Bridges Investment Counsel
Nebraska
$914K +$115K +1,950 +14%