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iShares S&P Small-Cap 600 Value ETF

266 hedge funds and large institutions have $1.7B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+41
Holders Change %
+18.22%
% of All Funds
7.1%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
58
Increased
78
Reduced
86
Closed
14
Calls
$2.36M
Puts
$1.07M
Net Calls
+$1.29M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
151
Bernicke Wealth Management
Wisconsin
$434K +$434K +7,354 New
SC
152
SouthState Corp
Florida
$430K -$23K -390 -5%
PWAP
153
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$422K
WTC
154
WhitTier Trust Company
Nevada
$415K
EA
155
Elm Advisors
California
$413K
GG
156
Gofen & Glossberg
Illinois
$406K -$472 -8 -0.1%
DY
157
Dowling & Yahnke
California
$388K -$8.25K -140 -2%
TNB
158
Thomasville National Bank
Georgia
$388K +$13.9K +236 +4%
SIC
159
Shoker Investment Counsel
Ohio
$375K
BDF
160
Balasa Dinverno & Foltz
$371K +$103K +1,740 +38%
BSW
161
Buckingham Strategic Wealth
Missouri
$369K +$369K +6,254 New
CIBC World Market
162
CIBC World Market
Ontario, Canada
$366K +$366K +6,210 New
William Blair & Company
163
William Blair & Company
Illinois
$360K -$103K -1,754 -22%
BOTW
164
Bank of the West
California
$359K +$359K +6,088 New
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$354K
BC
166
Barnett & Company
Tennessee
$342K
TCM
167
TD Capital Management
Tennessee
$342K +$45.2K +768 +15%
FHC
168
First Heartland Consultants
Missouri
$325K -$112K -1,904 -26%
MCM
169
MAI Capital Management
Ohio
$325K +$325K +5,510 New
SFPM
170
Sensible Financial Planning & Management
Massachusetts
$324K -$33.3K -566 -9%
Luther King Capital Management (LKCM)
171
Luther King Capital Management (LKCM)
Texas
$324K
PO
172
Private Ocean
California
$310K +$708 +12 +0.2%
CIA
173
Capital Investment Advisors
Georgia
$302K -$4.1M -69,524 -93%
Fisher Asset Management
174
Fisher Asset Management
Washington
$302K +$302K +5,126 New
ABC
175
Associated Banc-Corp
Wisconsin
$293K -$11.8K -200 -4%