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iShares S&P Small-Cap 600 Value ETF

198 hedge funds and large institutions have $1.29B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
6.42%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.55%
New
22
Increased
82
Reduced
62
Closed
10
Calls
$9.32M
Puts
$10.8M
Net Calls
-$1.43M
Net Calls Change
+$933K
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
126
Freedom Investment Management
Connecticut
$465K +$11.1K +218 +2%
Mariner
127
Mariner
Kansas
$459K +$220K +4,306 +92%
MFS
128
MSI Financial Services
Massachusetts
$454K -$102K -1,996 -18%
WB
129
WesBanco Bank
West Virginia
$431K +$3.17K +62 +0.7%
WTIM
130
Wilmington Trust Investment Management
Delaware
$430K -$428K -8,440 -50%
SSB
131
Sandy Spring Bank
Maryland
$420K -$1.43K -28 -0.3%
PFS
132
Prospera Financial Services
Texas
$402K +$78.8K +1,526 +24%
NG
133
NatWest Group
United Kingdom
$400K
DADC
134
D.A. Davidson & Co
Montana
$392K
William Blair & Company
135
William Blair & Company
Illinois
$379K -$38.8K -760 -9%
GG
136
Gofen & Glossberg
Illinois
$375K
PWAP
137
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$366K
DY
138
Dowling & Yahnke
California
$361K -$3.07K -60 -0.8%
JIC
139
Johnson Investment Counsel
Ohio
$353K +$6.13K +120 +2%
WTC
140
WhitTier Trust Company
Nevada
$349K
SC
141
SouthState Corp
Florida
$348K +$348K +6,810 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$325K +$325K +6,360 New
BC
143
Barnett & Company
Tennessee
$295K
TNB
144
Thomasville National Bank
Georgia
$286K +$10.6K +208 +4%
ABC
145
Associated Banc-Corp
Wisconsin
$282K +$282K +5,522 New
Luther King Capital Management (LKCM)
146
Luther King Capital Management (LKCM)
Texas
$281K -$25.5K -500 -8%
AWA
147
AmeriServ Wealth Advisors
Pennsylvania
$276K -$10.2K -200 -4%
DCM
148
Donaldson Capital Management
Indiana
$273K -$5.11K -100 -2%
QCMC
149
Quantum Capital Management (California)
California
$267K -$34.5K -674 -11%
OC
150
Oppenheimer & Co
New York
$267K +$26K +508 +11%