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iShares S&P Small-Cap 600 Value ETF

227 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 86 reducing their positions, and 18 closing their positions.

Holders
227
Holders Change
Holders Change %
0%
% of All Funds
6.56%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.43%
New
18
Increased
82
Reduced
86
Closed
18
Calls
$25.7M
Puts
$5.53M
Net Calls
+$20.1M
Net Calls Change
+$11.8M
Name Market Value Shares Shares
Change
Shares
Change %
HNB
176
Huntington National Bank
Ohio
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$229K 4,030 -188 -4%
PWLP
178
Prio Wealth Limited Partnership
Massachusetts
$216K 3,822 +3,822 New
MGIA
179
Moneta Group Investment Advisors
Missouri
$213K 3,760
HCM
180
Hollencrest Capital Management
California
$213K 3,756
KCM
181
Kanawha Capital Management
Virginia
$213K 3,760
FBNAT
182
FirstMerit Bank N.A. Trustee
Ohio
$213K 3,744 +3,744 New
WAM
183
Weatherly Asset Management
California
$211K 3,724
CCM
184
Coldstream Capital Management
Washington
$204K 3,600
RIA
185
Regal Investment Advisors
Michigan
$189K 3,338 +4 +0.1%
CFA
186
CT Financial Advisors
Pennsylvania
$183K 3,082 +3,082 New
TCM
187
TD Capital Management
Tennessee
$164K 2,896 +2,896 New
WT
188
Whittier Trust
California
$158K 2,780
BPBT
189
Boston Private Bank & Trust
Massachusetts
$157K 2,770
MCM
190
Manchester Capital Management
Vermont
$142K 2,510
PAS
191
Partnervest Advisory Services
California
$141K 2,494 +424 +20%
FHA
192
First Horizon Advisors
Tennessee
$122K 2,142 -218 -9%
MAA
193
Managed Account Advisors
New Jersey
$121K 2,130 -200 -9%
FBT
194
Founders Bank & Trust
Michigan
$108K 1,910 +352 +23%
RFA
195
Reilly Financial Advisors
California
$101K 1,772 -322 -15%
MWP
196
MYCIO Wealth Partners
Pennsylvania
$83K 1,458
TWA
197
TCI Wealth Advisors
Arizona
$82K 1,444
DSC
198
Duncker Streett & Co
Missouri
$79K 1,396
FTUS
199
Flow Traders U.S.
New York
$79K 1,394 +1,394 New
WA
200
WFG Advisors
Texas
$60K 1,052 +42 +4%