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iShares S&P Small-Cap 600 Value ETF

262 hedge funds and large institutions have $1.89B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
-4
Holders Change %
-1.5%
% of All Funds
6.99%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
26
Increased
106
Reduced
78
Closed
27
Calls
$775K
Puts
Net Calls
+$775K
Net Calls Change
-$512K
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
126
Neumann Capital Management
California
$959K +$30.9K +520 +3%
AIS
127
American Investment Services
Massachusetts
$945K -$13.1K -220 -1%
Creative Planning
128
Creative Planning
Kansas
$922K +$32.9K +554 +4%
Northern Trust
129
Northern Trust
Illinois
$901K +$234K +3,938 +35%
1GA
130
1st Global Advisors
Texas
$895K -$24.4K -410 -3%
TSWM
131
Triangle Securities Wealth Management
North Carolina
$856K +$205K +3,448 +31%
MFS
132
MSI Financial Services
Massachusetts
$842K +$578K +9,726 +219%
BIC
133
Bridges Investment Counsel
Nebraska
$808K -$5.36K -90 -0.7%
TF
134
Tompkins Financial
New York
$761K -$378K -6,364 -33%
NG
135
NatWest Group
United Kingdom
$743K -$8.92K -150 -1%
BHWM
136
Bar Harbor Wealth Management
New Hampshire
$722K -$357 -6 -0%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$710K +$341K +5,730 +92%
MAA
138
Managed Account Advisors
New Jersey
$702K +$222K +3,734 +46%
SB
139
Suntrust Banks
Georgia
$658K +$177K +2,978 +37%
DWM
140
Destination Wealth Management
California
$646K -$19.8K -334 -3%
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$634K +$58.5K +984 +10%
PWLP
142
Prio Wealth Limited Partnership
Massachusetts
$617K +$64.2K +1,080 +12%
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$601K
BIM
144
Bridges Investment Management
Nebraska
$597K
HNB
145
Huntington National Bank
Ohio
$590K +$590K +9,930 New
OCM
146
One Capital Management
California
$549K -$54.7K -920 -9%
First Trust Advisors
147
First Trust Advisors
Illinois
$537K +$1.31K +22 +0.2%
FIM
148
Freedom Investment Management
Connecticut
$526K -$9.75K -164 -2%
WB
149
WesBanco Bank
West Virginia
$504K +$4.28K +72 +0.9%
NL
150
NWAM LLC
Washington
$500K -$7.73K -130 -2%