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iShares S&P Small-Cap 600 Value ETF

227 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 86 reducing their positions, and 18 closing their positions.

Holders
227
Holders Change
Holders Change %
0%
% of All Funds
6.56%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.43%
New
18
Increased
82
Reduced
86
Closed
18
Calls
$25.7M
Puts
$5.53M
Net Calls
+$20.1M
Net Calls Change
+$11.8M
Name Market Value Shares Shares
Change
Shares
Change %
NG
151
NatWest Group
United Kingdom
$367K 6,464 -266 -4%
SIC
152
Shoker Investment Counsel
Ohio
$361K 6,360 -272 -4%
AWM
153
Avior Wealth Management
Nebraska
$354K 6,232 -1,998 -24%
TNBTD
154
Trustmark National Bank Trust Department
Mississippi
$352K 6,200
BC
155
Barnett & Company
Tennessee
$327K 5,770
Fidelity Investments
156
Fidelity Investments
Massachusetts
$315K 5,652 +378 +7%
Luther King Capital Management (LKCM)
157
Luther King Capital Management (LKCM)
Texas
$312K 5,500
CHC
158
City Holding Co
West Virginia
$307K 5,410
KFS
159
KMS Financial Services
Washington
$306K 5,388 +1,030 +24%
BRWM
160
B. Riley Wealth Management
Tennessee
$305K 5,384 +5,384 New
ABC
161
Associated Banc-Corp
Wisconsin
$299K 5,272 -100 -2%
PO
162
Private Ocean
California
$296K 5,226
DCM
163
Donaldson Capital Management
Indiana
$292K 5,140 -200 -4%
V
164
Veritable
Delaware
$288K 5,070 +310 +7%
QCMC
165
Quantum Capital Management (California)
California
$273K 4,816 -212 -4%
EA
166
Elm Advisors
California
$271K 4,780 +370 +8%
OC
167
Oppenheimer & Co
New York
$265K 4,664 -518 -10%
FCI
168
Financial Counselors Inc
Kansas
$258K 4,540 -344 -7%
ICOA
169
Investment Centers of America
North Dakota
$258K 5,038 +5,038 New
BDF
170
Balasa Dinverno & Foltz
$257K 4,540 +2 +0%
Barclays
171
Barclays
United Kingdom
$256K 4,514 -322 -7%
EWM
172
Evercore Wealth Management
New York
$256K 4,512 +1,120 +33%
RJT
173
Raymond James Trust
Florida
$253K 4,468
CIA
174
Capital Investment Advisors
Georgia
$241K 4,252 -142 -3%
LCM
175
LVM Capital Management
Michigan
$237K 4,186 -200 -5%