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iShares S&P Small-Cap 600 Value ETF

266 hedge funds and large institutions have $1.7B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+41
Holders Change %
+18.22%
% of All Funds
7.1%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
58
Increased
78
Reduced
86
Closed
14
Calls
$2.36M
Puts
$1.07M
Net Calls
+$1.29M
Net Calls Change
-$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
201
Weatherly Asset Management
California
$213K +$213K +3,604 New
TH
202
Timber Hill
Connecticut
$210K -$3M -50,872 -93%
LCM
203
LVM Capital Management
Michigan
$208K -$16.5K -280 -7%
AP
204
Advisor Partners
California
$201K +$201K +3,402 New
WT
205
Whittier Trust
California
$190K -$25.4K -430 -12%
BPBT
206
Boston Private Bank & Trust
Massachusetts
$163K -$11.8K -200 -7%
HW
207
Hedeker Wealth
Illinois
$163K +$163K +2,768 New
MCM
208
Manchester Capital Management
Vermont
$148K
RIA
209
Regal Investment Advisors
Michigan
$144K -$50.9K -864 -26%
CFA
210
CT Financial Advisors
Pennsylvania
$138K +$138K +2,334 New
VNA
211
Valley National Advisers
Pennsylvania
$135K +$135K +2,420 New
RC
212
RegentAtlantic Capital
New Jersey
$134K +$134K +2,274 New
FHA
213
First Horizon Advisors
Tennessee
$126K
CFS
214
Commonwealth Financial Services
West Virginia
$120K +$120K +2,030 New
FBT
215
Founders Bank & Trust
Michigan
$113K
KA
216
Klingman & Associates
New York
$103K +$103K +1,748 New
DSC
217
Duncker Streett & Co
Missouri
$82K
MWP
218
MYCIO Wealth Partners
Pennsylvania
$82K +$355 +6 +0.4%
TWA
219
TCI Wealth Advisors
Arizona
$80K -$3.55K -60 -4%
WA
220
WFG Advisors
Texas
$78K -$11.5K -196 -13%
BBHC
221
Brown Brothers Harriman & Co
New York
$78K +$78K +1,320 New
Betterment LLC
222
Betterment LLC
New York
$73K +$73K +1,244 New
Deutsche Bank
223
Deutsche Bank
Germany
$65K
MMG
224
Monetary Management Group
Missouri
$65K +$65K +1,100 New
BFEC
225
Benjamin F. Edwards & Company
Missouri
$59K