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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 %
HNB
151
Huntington National Bank
Ohio
$1.69M -$1.63M
LI
152
LVZ Inc
Michigan
$1.67M +$43.1K +562 +3%
ADL
153
Asset Dedication LLC
California
$1.67M +$121K +1,580 +8%
NL
154
NWAM LLC
Washington
$1.65M +$91.7K +1,194 +6%
SWP
155
Strategic Wealth Partners
Ohio
$1.63M +$1.63M +22,214 New
CG
156
Colony Group
Massachusetts
$1.62M -$2.3K -30 -0.1%
CI
157
Conning Inc
Connecticut
$1.62M -$276K -3,588 -15%
GRP
158
Global Retirement Partners
California
$1.61M +$1.01M +13,108 +166%
SC
159
Savant Capital
Illinois
$1.61M -$43.2K -562 -3%
AA
160
Alesco Advisors
New York
$1.57M -$56.5K -736 -3%
PWLP
161
Prio Wealth Limited Partnership
Massachusetts
$1.56M
OC
162
Oarsman Capital
Wisconsin
$1.55M
WGCA
163
Wolf Group Capital Advisors
Virginia
$1.52M -$111K -1,440 -7%
NCM
164
Neumann Capital Management
California
$1.52M +$7.68K +100 +0.5%
HSA
165
HBK Sorce Advisory
Pennsylvania
$1.49M +$27K +352 +2%
PA
166
Pinnacle Associates
New York
$1.48M +$42.4K +552 +3%
CPSAC
167
Chas P. Smith & Associates (CPS)
Florida
$1.44M -$80.5K -1,048 -5%
Goldman Sachs
168
Goldman Sachs
New York
$1.43M -$7.74M -100,830 -84%
MHS
169
M Holdings Securities
Oregon
$1.37M +$9.67K +126 +0.7%
BSB
170
Bangor Savings Bank
Maine
$1.31M
SFS
171
Sowell Financial Services
Arkansas
$1.26M +$187K +2,380 +17%
ZF
172
Zhang Financial
Michigan
$1.24M -$58.3K -746 -4%
CAL
173
Capital Analysts LLC
Pennsylvania
$1.23M +$1.54K +20 +0.1%
ACP
174
Arcus Capital Partners
Georgia
$1.21M -$6.76K -88 -0.6%
CW
175
Cobiz Wealth
Colorado
$1.21M -$35.9K -468 -3%