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iShares S&P Small-Cap 600 Value ETF

227 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 86 reducing their positions, and 18 closing their positions.

Holders
227
Holders Change
Holders Change %
0%
% of All Funds
6.56%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.43%
New
18
Increased
82
Reduced
86
Closed
18
Calls
$25.7M
Puts
$5.53M
Net Calls
+$20.1M
Net Calls Change
+$11.8M
Name Market Value Shares Shares
Change
Shares
Change %
AC
201
Alexandria Capital
Virginia
$50K 440
M&T Bank
202
M&T Bank
New York
$49K 428 +24 +6%
WRM
203
Westport Resources Management
Connecticut
$48K 420
ECM
204
Exchange Capital Management
Michigan
$48K 426 +246 +137%
EFSCE
205
Enterprise Financial Services Corp (EFSC)
Missouri
$47K 417 -57 -12%
EK
206
Evensky & Katz
Florida
$46K 410
SSB
207
Sandy Spring Bank
Maryland
$45K 394 -3,715 -90%
EAMA
208
EFG Asset Management (Americas)
Florida
$45K 395 +395 New
GAM
209
Gemmer Asset Management
California
$33K 291 +291 New
CDIA
210
Capital Directions Investment Advisors
Georgia
$32K 285
BFEC
211
Benjamin F. Edwards & Company
Missouri
$28K 250 -59 -19%
ST
212
Smithfield Trust
Pennsylvania
$28K 250
Deutsche Bank
213
Deutsche Bank
Germany
$27K 242
EWM
214
Elite Wealth Management
Washington
$21K 184
OIA
215
Optimum Investment Advisors
Illinois
$18K 160
LNB
216
Ledyard National Bank
$16K 140
FIG
217
Fusion Investment Group
Pennsylvania
$16K 137
LWM
218
LBA Wealth Management
Florida
$15K 131
JA
219
JOYN Advisors
Georgia
$15K 131
FNBT
220
FineMark National Bank & Trust
Florida
$14K 124 +24 +24%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$14K 125 +125 New
CTC
222
Central Trust Company
Missouri
$13K 114 +50 +78%
KCPG
223
Kavar Capital Partners Group
Kansas
$13K 121 +121 New
BWFA
224
Baltimore-Washington Financial Advisors
Maryland
$12K 110
WC
225
Whitnell & Co
Illinois
$10K 84