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iShares S&P Small-Cap 600 Value ETF

288 hedge funds and large institutions have $1.93B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
7.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
37
Increased
106
Reduced
91
Closed
25
Calls
$3.02M
Puts
$5.63M
Net Calls
-$2.61M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$1.08M +$1.08M +19,024 New
VIA
127
Vantage Investment Advisors
Pennsylvania
$1.05M +$230K +4,064 +28%
ZF
128
Zhang Financial
Michigan
$1.01M +$340 +6 +0%
MFS
129
MSI Financial Services
Massachusetts
$988K +$226K +3,988 +30%
OAM
130
Occidental Asset Management
California
$969K -$273K -4,816 -22%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$965K +$45.3K +800 +5%
Northern Trust
132
Northern Trust
Illinois
$959K +$18.1K +320 +2%
BA
133
BKS Advisors
Michigan
$941K -$102K -1,800 -10%
BIC
134
Bridges Investment Counsel
Nebraska
$927K +$147K +2,600 +19%
TAIM
135
TD Ameritrade Investment Management
Nebraska
$908K -$26.8K -472 -3%
GT
136
Glenmede Trust
Pennsylvania
$864K -$14.6K -258 -2%
CC
137
Courier Capital
New York
$862K
BIM
138
Bridges Investment Management
Nebraska
$855K +$18.1K +320 +2%
AWM
139
Affinity Wealth Management
Delaware
$845K -$47.1K -832 -5%
AIS
140
American Investment Services
Massachusetts
$806K
WAM
141
Wealthspire Advisors (Maryland)
Maryland
$796K +$28K +494 +4%
MA
142
MCF Advisors
Kentucky
$749K -$207K -3,652 -22%
MLIC
143
Mandatum Life Insurance Company
Finland
$734K
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$732K +$100K +1,768 +16%
1GA
145
1st Global Advisors
Texas
$731K -$101K -1,776 -12%
ADL
146
Asset Dedication LLC
California
$702K +$168K +2,974 +32%
GIM
147
Goelzer Investment Management
Indiana
$683K -$10.1K -178 -1%
FIM
148
Freedom Investment Management
Connecticut
$667K -$28.9K -510 -4%
PFA
149
Pure Financial Advisors
California
$656K +$217K +3,836 +50%
VWM
150
Vector Wealth Management
Minnesota
$651K