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iShares S&P Small-Cap 600 Value ETF

227 hedge funds and large institutions have $1.53B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+29
Holders Change %
+14.65%
% of All Funds
6.59%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.55%
New
42
Increased
72
Reduced
75
Closed
9
Calls
$16.8M
Puts
$8.48M
Net Calls
+$8.3M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$632K -$20.4K -366 -3%
DWM
127
Destination Wealth Management
California
$608K -$12K -216 -2%
Mariner
128
Mariner
Kansas
$603K +$103K +1,846 +21%
SI
129
SII Investments
Wisconsin
$592K -$267K -4,800 -31%
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$590K
Invesco
131
Invesco
Georgia
$550K
First Trust Advisors
132
First Trust Advisors
Illinois
$515K -$77K -1,384 -13%
BIM
133
Bridges Investment Management
Nebraska
$509K -$17.9K -322 -3%
PJSIMP
134
P.J. Schmidt Investment Management (PJS)
Wisconsin
$509K +$509K +9,150 New
FIM
135
Freedom Investment Management
Connecticut
$502K -$5.12K -92 -1%
NL
136
NWAM LLC
Washington
$497K -$44K -790 -8%
WB
137
WesBanco Bank
West Virginia
$474K +$5.23K +94 +1%
William Blair & Company
138
William Blair & Company
Illinois
$467K +$55.5K +1,000 +13%
MFS
139
MSI Financial Services
Massachusetts
$459K -$35.1K -630 -7%
AWM
140
Avior Wealth Management
Nebraska
$458K +$458K +8,230 New
SSB
141
Sandy Spring Bank
Maryland
$457K
SC
142
SouthState Corp
Florida
$450K +$71.2K +1,280 +19%
DADC
143
D.A. Davidson & Co
Montana
$437K +$10.4K +188 +2%
JIC
144
Johnson Investment Counsel
Ohio
$432K +$47.7K +858 +12%
PWAP
145
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$398K
GG
146
Gofen & Glossberg
Illinois
$397K -$11.1K -200 -3%
VIA
147
Vantage Investment Advisors
Pennsylvania
$396K +$396K +7,124 New
WTC
148
WhitTier Trust Company
Nevada
$380K
DY
149
Dowling & Yahnke
California
$376K -$16.7K -300 -4%
NG
150
NatWest Group
United Kingdom
$374K -$61.1K -1,100 -14%