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iShares S&P Small-Cap 600 Value ETF

353 hedge funds and large institutions have $2.32B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-16
Holders Change %
-4.34%
% of All Funds
8.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.62%
New
24
Increased
122
Reduced
123
Closed
35
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$6.72M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$1.12M +$61.2K +876 +6%
ACP
152
Arcus Capital Partners
Georgia
$1.12M +$13.1K +188 +1%
SWP
153
Stratos Wealth Partners
Ohio
$1.1M -$293K -4,184 -21%
TNB
154
Thomasville National Bank
Georgia
$1.09M -$18.2K -260 -2%
BIC
155
Bridges Investment Counsel
Nebraska
$1.03M +$374K +5,358 +57%
TAIM
156
TD Ameritrade Investment Management
Nebraska
$1.01M -$621K -8,880 -38%
EK
157
Evensky & Katz
Florida
$989K -$13.7K -196 -1%
SFS
158
Sowell Financial Services
Arkansas
$982K +$310K +4,462 +46%
CA
159
Cornerstone Advisory
Maryland
$979K +$979K +14,000 New
CC
160
Courier Capital
New York
$971K -$53.5K -766 -5%
AMCA
161
Arthur M. Cohen & Associates
Illinois
$962K +$108K +1,532 +13%
WP
162
WealthSource Partners
California
$925K +$43.2K +618 +5%
AIS
163
American Investment Services
Massachusetts
$901K +$28K +400 +3%
SPIA
164
Steward Partners Investment Advisory
New York
$893K +$273K +3,902 +44%
WAM
165
Wealthspire Advisors (Maryland)
Maryland
$856K -$82.6K -1,182 -9%
MA
166
MCF Advisors
Kentucky
$849K
FIM
167
Freedom Investment Management
Connecticut
$837K -$58.2K -832 -6%
CBU
168
CIBC Bank USA
Illinois
$828K +$55.3K +790 +7%
Barclays
169
Barclays
United Kingdom
$826K -$82.8K -1,184 -9%
CAM
170
Covenant Asset Management
New Jersey
$825K +$93.7K +1,340 +13%
FI
171
FormulaFolio Investments
Michigan
$816K +$816K +11,670 New
HCA
172
Heck Capital Advisors
Wisconsin
$787K -$198K -2,838 -20%
PGFC
173
Peapack-Gladstone Financial Corp
New Jersey
$753K +$18.9K +270 +3%
EA
174
Elm Advisors
California
$738K +$17.5K +250 +2%
SI
175
SII Investments
Wisconsin
$732K -$52.4K -748 -7%