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iShares S&P Small-Cap 600 Value ETF

366 hedge funds and large institutions have $2.47B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
9.14%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
125
Reduced
132
Closed
19
Calls
$2.51M
Puts
$2.11M
Net Calls
+$400K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
176
Lido Advisors
California
$779K +$87.8K +1,178 +13%
FI
177
FormulaFolio Investments
Michigan
$771K -$94K -1,268 -11%
AIS
178
American Investment Services
Massachusetts
$764K -$191K -2,578 -20%
IA
179
Independence Advisors
Pennsylvania
$763K -$2.82K -38 -0.4%
FHC
180
First Heartland Consultants
Missouri
$754K -$6.23K -84 -0.8%
BHWM
181
Bar Harbor Wealth Management
New Hampshire
$752K +$127K +1,718 +20%
ASN
182
Advisory Services Network
Georgia
$751K +$166K +2,242 +28%
WAM
183
Wealthspire Advisors (Maryland)
Maryland
$743K -$166K -2,232 -18%
MSAM
184
Moloney Securities Asset Management
Missouri
$741K -$8.15K -110 -1%
SEIA
185
Signature Estate & Investment Advisors
California
$738K +$738K +9,952 New
SI
186
SII Investments
Wisconsin
$733K -$44.6K -600 -6%
MLIC
187
Mandatum Life Insurance Company
Finland
$727K
EWA
188
Exencial Wealth Advisors
Oklahoma
$721K +$67.5K +910 +10%
WTC
189
WhitTier Trust Company
Nevada
$691K +$70.5K +950 +11%
Millennium Management
190
Millennium Management
New York
$681K +$460K +6,206 +209%
WB
191
WesBanco Bank
West Virginia
$680K +$15.4K +208 +2%
BTS
192
BB&T Securities
Virginia
$669K +$58.4K +788 +10%
FWM
193
Frontier Wealth Management
Missouri
$661K +$24.3K +328 +4%
CB
194
Commerce Bank
Missouri
$643K +$29.6K +400 +5%
SIAS
195
Shine Investment Advisory Services
Colorado
$642K +$1.78K +24 +0.3%
CWM
196
Concentric Wealth Management
California
$626K +$296 +4 +0%
ICOA
197
Investment Centers of America
North Dakota
$624K -$132K -1,782 -17%
DADC
198
D.A. Davidson & Co
Montana
$590K -$35.6K -480 -6%
GRP
199
Global Retirement Partners
California
$586K -$6.23K -84 -1%
SF
200
Synovus Financial
Georgia
$583K +$44.2K +596 +8%