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iShares S&P Small-Cap 600 Value ETF

437 hedge funds and large institutions have $2.68B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
10.03%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
166
Reduced
132
Closed
40
Calls
$875K
Puts
$1.46M
Net Calls
-$588K
Net Calls Change
-$895K
Name Holding Trade Value Shares
Change
Shares
Change %
HNB
151
Huntington National Bank
Ohio
$1.57M -$1.69M
SC
152
Savant Capital
Illinois
$1.56M -$24.7K -328 -2%
Northern Trust
153
Northern Trust
Illinois
$1.55M -$241K -3,190 -13%
AA
154
Alesco Advisors
New York
$1.53M -$7.24K -96 -0.5%
PWLP
155
Prio Wealth Limited Partnership
Massachusetts
$1.5M -$29K -384 -2%
OC
156
Oarsman Capital
Wisconsin
$1.49M -$33.9K -450 -2%
NCM
157
Neumann Capital Management
California
$1.49M
Betterment LLC
158
Betterment LLC
New York
$1.46M +$810K +10,548 +124%
HSA
159
HBK Sorce Advisory
Pennsylvania
$1.46M -$7.84K -104 -0.5%
SI
160
Stephens Inc
Arkansas
$1.43M +$719K +9,530 +101%
PA
161
Pinnacle Associates
New York
$1.41M -$44.1K -584 -3%
CPSAC
162
Chas P. Smith & Associates (CPS)
Florida
$1.29M -$119K -1,576 -8%
GIM
163
Goelzer Investment Management
Indiana
$1.26M +$177K +2,346 +16%
GA
164
GFS Advisors
Texas
$1.25M +$70.9K +940 +6%
AWM
165
Avior Wealth Management
Nebraska
$1.23M +$173K +2,290 +16%
BSW
166
Buckingham Strategic Wealth
Missouri
$1.22M +$713K +9,454 +142%
FAIM
167
Financial Advocates Investment Management
Washington
$1.22M +$515K +6,832 +74%
BSB
168
Bangor Savings Bank
Maine
$1.19M -$91.7K -1,216 -7%
SFS
169
Sowell Financial Services
Arkansas
$1.19M -$44.5K -578 -4%
CAL
170
Capital Analysts LLC
Pennsylvania
$1.18M -$24.4K -324 -2%
ZF
171
Zhang Financial
Michigan
$1.17M +$147 +2 +0%
BA
172
BKS Advisors
Michigan
$1.17M
TNB
173
Thomasville National Bank
Georgia
$1.16M +$38.5K +510 +3%
EK
174
Evensky & Katz
Florida
$1.14M -$28.7K -380 -2%
CW
175
Cobiz Wealth
Colorado
$1.09M -$90.9K -1,206 -8%