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iShares S&P Small-Cap 600 Value ETF

437 hedge funds and large institutions have $2.68B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 166 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
10.03%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
47
Increased
166
Reduced
132
Closed
40
Calls
$875K
Puts
$1.46M
Net Calls
-$588K
Net Calls Change
-$895K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
176
Cornerstone Advisory
Maryland
$1.09M +$30.2K +400 +3%
TAIM
177
TD Ameritrade Investment Management
Nebraska
$1.08M +$13K +172 +1%
IWM
178
IHT Wealth Management
Illinois
$1.07M +$57K +774 +6%
VDFA
179
Vickerman & Driscoll Financial Advisors
Washington
$1.07M +$32.4K +430 +3%
AMCA
180
Arthur M. Cohen & Associates
Illinois
$1.06M -$2.03M -26,972 -66%
WGCA
181
Wolf Group Capital Advisors
Virginia
$1.06M -$435K -5,772 -29%
JFA
182
JNBA Financial Advisors
Minnesota
$1.05M -$58.2K -772 -5%
SPIA
183
Steward Partners Investment Advisory
New York
$1.03M -$29.6K -392 -3%
CG
184
Colony Group
Massachusetts
$1.01M -$579K -7,682 -36%
Lido Advisors
185
Lido Advisors
California
$1M +$96.1K +1,274 +11%
HCA
186
Heck Capital Advisors
Wisconsin
$997K +$20.2K +268 +2%
AIM
187
Advantage Investment Management
Iowa
$957K -$4.83M -64,090 -83%
CC
188
Courier Capital
New York
$920K -$13.6K -180 -1%
CAM
189
Covenant Asset Management
New Jersey
$915K -$6.79K -90 -0.7%
MA
190
MCF Advisors
Kentucky
$915K +$151 +2 +0%
WCWM
191
Willow Creek Wealth Management
California
$890K +$890K +11,794 New
Barclays
192
Barclays
United Kingdom
$889K -$2.26K -30 -0.3%
NWS
193
Newport Wealth Strategies
California
$888K -$30.2K -400 -3%
AA
194
Advisory Alpha
Michigan
$853K -$55.2K -696 -6%
PFA
195
Pinnacle Family Advisors
Missouri
$849K -$4.45M -58,970 -84%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$838K
EA
197
Elm Advisors
California
$829K +$40K +530 +5%
SEIA
198
Signature Estate & Investment Advisors
California
$805K +$20.7K +274 +3%
CAC
199
Certified Advisory Corp
Florida
$790K +$66.5K +882 +9%
BHWM
200
Bar Harbor Wealth Management
New Hampshire
$777K -$3.62K -48 -0.5%