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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 %
BP
101
Ballentine Partners
Massachusetts
$3.68M +$653 +8 +0%
OAM
102
Occidental Asset Management
California
$3.64M -$65K -796 -2%
SB
103
Suntrust Banks
Georgia
$3.61M +$323K +3,960 +10%
WA
104
Wealth Architects
California
$3.54M +$220K +2,700 +7%
SNT
105
Security National Trust
West Virginia
$3.54M -$87.3K -1,070 -2%
BEC
106
Blue Edge Capital
Virginia
$3.54M +$1.29M +15,860 +58%
FHA
107
First Horizon Advisors
Tennessee
$3.53M +$144K +1,768 +4%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$3.51M -$40.3K -494 -1%
HFS
109
HL Financial Services
Kentucky
$3.23M +$331K +4,056 +11%
EC
110
Estate Counselors
Wisconsin
$3.21M +$3.21M +39,320 New
FWP
111
FAS Wealth Partners
Kansas
$3.16M -$51.6K -632 -2%
MAS
112
Managed Account Services
Florida
$3.15M -$104K -1,276 -3%
EWF
113
Epstein & White Financial
California
$3.11M +$2.81M +35,594 +946%
WTC
114
WhitTier Trust Company
Nevada
$2.98M -$9.8K -120 -0.3%
HCM
115
Hudson Capital Management
New Jersey
$2.97M -$626K -7,674 -17%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$2.88M +$11.1K +136 +0.4%
CAN
117
Cetera Advisor Networks
California
$2.88M -$1.39M -17,048 -33%
MHS
118
M Holdings Securities
Oregon
$2.79M +$573K +7,024 +26%
BIM
119
Bridges Investment Management
Nebraska
$2.76M +$5.55K +68 +0.2%
SMG
120
Smart Money Group
Texas
$2.71M -$78.5K -962 -3%
UR
121
USCA RIA
Texas
$2.68M +$33.6K +412 +1%
Creative Planning
122
Creative Planning
Kansas
$2.65M +$392K +4,804 +17%
LFPWM
123
Leicht Financial Planning & Wealth Management
New Jersey
$2.64M -$66K -804 -2%
CPIG
124
Chicago Partners Investment Group
Illinois
$2.6M -$1.47K -18 -0.1%
CIBC World Market
125
CIBC World Market
Ontario, Canada
$2.57M +$81.2K +994 +3%