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iShares S&P Small-Cap 600 Value ETF

468 hedge funds and large institutions have $3.24B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 150 increasing their positions, 153 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
+2
Holders Change %
+0.43%
% of All Funds
10.44%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.56%
New
82
Increased
150
Reduced
153
Closed
76
Calls
$2.81M
Puts
$620K
Net Calls
+$2.19M
Net Calls Change
+$2.97M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
151
Financial Advocates Investment Management
Washington
$1.61M +$439K +6,666 +38%
SLT
152
St Louis Trust
Missouri
$1.61M +$7.12K +108 +0.4%
NL
153
NWAM LLC
Washington
$1.52M +$4.75K +72 +0.3%
CWM
154
Cranbrook Wealth Management
Michigan
$1.5M -$26K -394 -2%
OC
155
Oarsman Capital
Wisconsin
$1.45M +$29K +440 +2%
RWP
156
RWA Wealth Partners
Massachusetts
$1.43M +$1.43M +21,700 New
PPA
157
Parametric Portfolio Associates
Washington
$1.42M +$695K +10,542 +96%
CI
158
Conning Inc
Connecticut
$1.39M
Northern Trust
159
Northern Trust
Illinois
$1.37M +$93.9K +1,424 +7%
CSM
160
CAMG Solamere Management
North Carolina
$1.37M +$687K +10,426 +101%
SAM
161
Silvercrest Asset Management
New York
$1.37M +$1.37M +20,770 New
MA
162
Mutual Advisors
Nebraska
$1.37M -$1.14M -17,344 -46%
CW
163
Cobiz Wealth
Colorado
$1.37M +$403K +6,120 +42%
NNP
164
Nachman Norwood & Parrott
South Carolina
$1.35M +$1.35M +20,510 New
DADC
165
D.A. Davidson & Co
Montana
$1.34M -$51.3K -778 -4%
HSA
166
HBK Sorce Advisory
Pennsylvania
$1.32M +$26.4K +400 +2%
LFG
167
Larson Financial Group
Missouri
$1.3M +$1.3M +19,680 New
LFPWM
168
Leicht Financial Planning & Wealth Management
New Jersey
$1.29M -$652K -9,834 -34%
AA
169
Alesco Advisors
New York
$1.28M -$47.7K -724 -4%
HNB
170
Huntington National Bank
Ohio
$1.27M -$1.69M
PFG
171
Pacific Financial Group
Washington
$1.26M +$1.26M +19,140 New
PWLP
172
Prio Wealth Limited Partnership
Massachusetts
$1.26M -$54K -820 -4%
Lido Advisors
173
Lido Advisors
California
$1.24M +$142K +2,154 +13%
CAC
174
Certified Advisory Corp
Florida
$1.22M +$391K +5,938 +47%
CAL
175
Capital Analysts LLC
Pennsylvania
$1.18M -$105K -1,588 -8%