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iShares S&P Small-Cap 600 Value ETF

227 hedge funds and large institutions have $1.53B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+29
Holders Change %
+14.65%
% of All Funds
6.59%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.55%
New
42
Increased
72
Reduced
75
Closed
9
Calls
$16.8M
Puts
$8.48M
Net Calls
+$8.3M
Net Calls Change
+$9.73M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
201
WFG Advisors
Texas
$56K -$7.87K -142 -12%
EFSCE
202
Enterprise Financial Services Corp (EFSC)
Missouri
$53K
AC
203
Alexandria Capital
Virginia
$49K
WRM
204
Westport Resources Management
Connecticut
$47K
EK
205
Evensky & Katz
Florida
$45K -$6.92K -126 -13%
M&T Bank
206
M&T Bank
New York
$45K +$45K +808 New
BFEC
207
Benjamin F. Edwards & Company
Missouri
$34K +$4.95K +90 +17%
SHWM
208
Smith & Howard Wealth Management
Georgia
$33K
CDIA
209
Capital Directions Investment Advisors
Georgia
$32K
ST
210
Smithfield Trust
Pennsylvania
$28K
Deutsche Bank
211
Deutsche Bank
Germany
$26K -$26K -484 -50%
ECM
212
Exchange Capital Management
Michigan
$20K -$45.6K -820 -69%
EWM
213
Elite Wealth Management
Washington
$20K
HR
214
Howe & Rusling
New York
$18K
OIA
215
Optimum Investment Advisors
Illinois
$18K
LNB
216
Ledyard National Bank
$16K +$16K +280 New
JA
217
JOYN Advisors
Georgia
$15K
LWM
218
LBA Wealth Management
Florida
$15K +$15K +262 New
FIG
219
Fusion Investment Group
Pennsylvania
$15K +$15K +274 New
BWFA
220
Baltimore-Washington Financial Advisors
Maryland
$12K
FNBT
221
FineMark National Bank & Trust
Florida
$11K
WC
222
Whitnell & Co
Illinois
$9K
CTC
223
Central Trust Company
Missouri
$7K
LWA
224
Lenox Wealth Advisors
New York
$6K +$6K +100 New
PSI
225
Pinnacle Summer Investments
Virginia
$5K