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iShares S&P Small-Cap 600 Value ETF

231 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
6.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
19
Increased
91
Reduced
79
Closed
14
Calls
$34.2M
Puts
$1.48M
Net Calls
+$32.7M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FCI
176
Financial Counselors Inc
Kansas
$253K -$9.24K -160 -4%
TCM
177
TD Capital Management
Tennessee
$244K +$76.7K +1,328 +46%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$233K
MGIA
179
Moneta Group Investment Advisors
Missouri
$229K +$12.1K +210 +6%
PWLP
180
Prio Wealth Limited Partnership
Massachusetts
$227K +$6.91K +120 +3%
LCM
181
LVM Capital Management
Michigan
$219K -$22.1K -384 -9%
FBNAT
182
FirstMerit Bank N.A. Trustee
Ohio
$217K
GC
183
Garde Capital
Washington
$214K +$214K +3,708 New
ICOA
184
Investment Centers of America
North Dakota
$211K -$78.2K -1,362 -27%
WAM
185
Weatherly Asset Management
California
$208K -$6.93K -120 -3%
CCM
186
Coldstream Capital Management
Washington
$208K
ONB
187
Old National Bancorp
Indiana
$202K +$202K +3,502 New
CCB
188
Cutter & Co Brokerage
Missouri
$202K +$202K +3,508 New
RIA
189
Regal Investment Advisors
Michigan
$193K +$116 +2 +0.1%
MAA
190
Managed Account Advisors
New Jersey
$175K +$52.2K +906 +43%
BPBT
191
Boston Private Bank & Trust
Massachusetts
$160K
WT
192
Whittier Trust
California
$149K -$11.6K -200 -7%
BRWA
193
B. Riley Wealth Advisors
Florida
$145K +$145K +2,518 New
MCM
194
Manchester Capital Management
Vermont
$145K
FHA
195
First Horizon Advisors
Tennessee
$124K
M&T Bank
196
M&T Bank
New York
$116K +$66.6K +1,152 +135%
FBT
197
Founders Bank & Trust
Michigan
$110K
Parallax Volatility Advisers
198
Parallax Volatility Advisers
California
$105K -$425K -7,334 -80%
RFA
199
Reilly Financial Advisors
California
$105K +$1.29K +22 +1%
PAS
200
Partnervest Advisory Services
California
$98K -$45.4K -790 -32%