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iShares S&P Small-Cap 600 Value ETF

433 hedge funds and large institutions have $2.76B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+67
Holders Change %
+18.31%
% of All Funds
9.83%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
92
Increased
141
Reduced
126
Closed
23
Calls
$2.32M
Puts
$2.01M
Net Calls
+$307K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
126
Chicago Partners Investment Group
Illinois
$2.44M +$10.9K +142 +0.4%
SMG
127
Smart Money Group
Texas
$2.37M +$2.37M +30,906 New
PP
128
Palladium Partners
Virginia
$2.37M -$22.3K -290 -0.9%
LFG
129
Larson Financial Group
Missouri
$2.35M +$2.35M +30,604 New
PA
130
Planning Alternatives
Michigan
$2.34M -$89.5K -1,166 -4%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$2.24M -$8.76K -114 -0.4%
PP
132
PrairieView Partners
Minnesota
$2.18M +$2.18M +28,386 New
AFP
133
Ausdal Financial Partners
Iowa
$2.18M -$62.7K -816 -3%
FTS
134
Fifth Third Securities
Ohio
$2.16M +$16.7K +218 +0.8%
EWF
135
Epstein & White Financial
California
$2.16M +$2.16M +27,394 New
BIM
136
Bridges Investment Management
Nebraska
$2.14M +$129K +1,676 +6%
BEC
137
Blue Edge Capital
Virginia
$2.09M +$159K +2,072 +8%
SLT
138
St Louis Trust
Missouri
$2.05M +$23.3K +304 +1%
WTC
139
WhitTier Trust Company
Nevada
$2.04M +$1.33M +17,300 +186%
TIA
140
Tiemann Investment Advisors
California
$2.04M -$20.4K -266 -1%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$2.02M +$371K +4,836 +22%
SFG
142
SNS Financial Group
Minnesota
$1.98M -$83.1K -1,082 -4%
KPCM
143
Kings Point Capital Management
New York
$1.97M
Creative Planning
144
Creative Planning
Kansas
$1.96M -$124K -1,616 -6%
CWM
145
Cranbrook Wealth Management
Michigan
$1.9M -$81.9K -1,066 -4%
VIA
146
Vantage Investment Advisors
Pennsylvania
$1.89M -$4.15K -54 -0.2%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$1.85M +$1.85M +24,070 +92,577%
Northern Trust
148
Northern Trust
Illinois
$1.82M +$46.2K +602 +3%
PAG
149
Private Advisor Group
New Jersey
$1.79M -$2.68M -34,400 -60%
SWP
150
Stratos Wealth Partners
Ohio
$1.75M +$455K +5,926 +35%