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iShares S&P Small-Cap 600 Value ETF

231 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
6.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
19
Increased
91
Reduced
79
Closed
14
Calls
$34.2M
Puts
$1.48M
Net Calls
+$32.7M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
201
WFG Advisors
Texas
$85K +$24.3K +422 +40%
TWA
202
TCI Wealth Advisors
Arizona
$83K
DSC
203
Duncker Streett & Co
Missouri
$81K
MWP
204
MYCIO Wealth Partners
Pennsylvania
$79K -$4.83K -84 -6%
Deutsche Bank
205
Deutsche Bank
Germany
$77K +$49.4K +866 +179%
Manulife (Manufacturers Life Insurance)
206
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75K
BRWM
207
B. Riley Wealth Management
Tennessee
$53K -$253K -4,450 -83%
AC
208
Alexandria Capital
Virginia
$51K
ECM
209
Exchange Capital Management
Michigan
$49K
IPC
210
Independent Portfolio Consultants
Florida
$49K +$49K +850 New
WRM
211
Westport Resources Management
Connecticut
$48K
EFSCE
212
Enterprise Financial Services Corp (EFSC)
Missouri
$48K
EWM
213
Evercore Wealth Management
New York
$46K -$213K -3,712 -82%
EK
214
Evensky & Katz
Florida
$42K -$5.05K -88 -11%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$36K +$36K +632 New
GAM
216
Gemmer Asset Management
California
$34K
CDIA
217
Capital Directions Investment Advisors
Georgia
$33K
BFEC
218
Benjamin F. Edwards & Company
Missouri
$32K +$2.8K +48 +10%
ST
219
Smithfield Trust
Pennsylvania
$29K
EWM
220
Elite Wealth Management
Washington
$21K
JWA
221
JFS Wealth Advisors
Pennsylvania
$21K +$21K +372 New
OIA
222
Optimum Investment Advisors
Illinois
$18K
HR
223
Howe & Rusling
New York
$18K +$18K +320 New
LNB
224
Ledyard National Bank
$16K
JA
225
JOYN Advisors
Georgia
$15K