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iShares S&P Small-Cap 600 Value ETF

433 hedge funds and large institutions have $2.76B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+67
Holders Change %
+18.31%
% of All Funds
9.83%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
92
Increased
141
Reduced
126
Closed
23
Calls
$2.32M
Puts
$2.01M
Net Calls
+$307K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Shares
Change %
GA
176
GFS Advisors
Texas
$1.2M -$61.9K -806 -5%
BA
177
BKS Advisors
Michigan
$1.19M -$13.8K -180 -1%
EK
178
Evensky & Katz
Florida
$1.19M +$92K +1,198 +8%
SB
179
Simmons Bank
Arkansas
$1.16M +$788K +10,264 +212%
TNB
180
Thomasville National Bank
Georgia
$1.14M -$53K -690 -4%
JFA
181
JNBA Financial Advisors
Minnesota
$1.13M -$63.4K -826 -5%
GIM
182
Goelzer Investment Management
Indiana
$1.1M +$235K +3,056 +27%
TAIM
183
TD Ameritrade Investment Management
Nebraska
$1.08M -$14.1K -184 -1%
AWM
184
Avior Wealth Management
Nebraska
$1.08M +$173K +2,258 +19%
CA
185
Cornerstone Advisory
Maryland
$1.08M
IWM
186
IHT Wealth Management
Illinois
$1.08M +$989K +12,666 +1,151%
SPIA
187
Steward Partners Investment Advisory
New York
$1.07M +$97K +1,264 +10%
VDFA
188
Vickerman & Driscoll Financial Advisors
Washington
$1.06M +$1.06M +13,762 New
LNC
189
Lincoln National Corp
Pennsylvania
$1M +$483K +6,288 +93%
HCA
190
Heck Capital Advisors
Wisconsin
$994K +$63.6K +828 +7%
FI
191
FormulaFolio Investments
Michigan
$974K +$175K +2,278 +22%
CC
192
Courier Capital
New York
$951K -$84.8K -1,104 -8%
NWS
193
Newport Wealth Strategies
California
$947K +$947K +12,168 New
WP
194
WealthSource Partners
California
$944K -$97K -1,264 -9%
CAM
195
Covenant Asset Management
New Jersey
$939K +$32.6K +424 +4%
MA
196
MCF Advisors
Kentucky
$932K +$2K +26 +0.2%
Lido Advisors
197
Lido Advisors
California
$921K +$119K +1,546 +15%
Barclays
198
Barclays
United Kingdom
$907K
AA
199
Advisory Alpha
Michigan
$898K +$898K +11,454 New
FIM
200
Freedom Investment Management
Connecticut
$887K -$79.1K -1,030 -8%