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iShares S&P Small-Cap 600 Value ETF

258 hedge funds and large institutions have $1.88B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 92 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-4
Holders Change %
-1.53%
% of All Funds
6.96%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
19
Increased
92
Reduced
89
Closed
18
Calls
$578K
Puts
Net Calls
+$578K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
201
Whittier Trust
California
$190K
RIA
202
Regal Investment Advisors
Michigan
$151K +$118 +2 +0.1%
MCM
203
Manchester Capital Management
Vermont
$148K
VNA
204
Valley National Advisers
Pennsylvania
$144K
EWM
205
Endurance Wealth Management
Rhode Island
$120K +$120K +2,040 New
HW
206
Hedeker Wealth
Illinois
$115K +$115K +1,956 New
GAM
207
Gemmer Asset Management
California
$111K +$76.7K +1,300 +223%
KA
208
Klingman & Associates
New York
$103K
MWP
209
MYCIO Wealth Partners
Pennsylvania
$83K +$1.29K +22 +2%
DSC
210
Duncker Streett & Co
Missouri
$82K
CCS
211
Crosspoint Capital Strategies
California
$72K
TWA
212
TCI Wealth Advisors
Arizona
$71K -$4.97K -84 -7%
NFG
213
Next Financial Group
Texas
$67K +$22.3K +380 +50%
MMG
214
Monetary Management Group
Missouri
$65K
IF
215
Ironwood Financial
Arizona
$59K
TCM
216
Tradewinds Capital Management
Washington
$57K +$57K +968 New
KCM
217
Karp Capital Management
California
$54K
AC
218
Alexandria Capital
Virginia
$53K
RBC
219
Roble Belko & Company
Pennsylvania
$52K
IWM
220
Integrated Wealth Management
California
$52K +$7.8K +132 +18%
IPC
221
Independent Portfolio Consultants
Florida
$50K
WRM
222
Westport Resources Management
Connecticut
$50K +$118 +2 +0.2%
RFA
223
Reilly Financial Advisors
California
$49K -$6.85K -116 -12%
EFSCE
224
Enterprise Financial Services Corp (EFSC)
Missouri
$49K
EWM
225
Evercore Wealth Management
New York
$48K