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iShares S&P Small-Cap 600 Value ETF

266 hedge funds and large institutions have $1.64B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+8
Holders Change %
+3.1%
% of All Funds
7.43%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.39%
New
29
Increased
101
Reduced
78
Closed
20
Calls
$2.45M
Puts
$1.79M
Net Calls
+$660K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Shares
Change %
HS
201
Huntington Steele
Pennsylvania
$204K +$204K +3,888 New
ACM
202
Azimuth Capital Management
Michigan
$202K
CK
203
Carnick & Kubik
Colorado
$194K +$12.4K +236 +7%
CFA
204
CT Financial Advisors
Pennsylvania
$187K
WT
205
Whittier Trust
California
$169K
TCM
206
TD Capital Management
Tennessee
$146K -$166K -3,162 -53%
RIA
207
Regal Investment Advisors
Michigan
$132K -$2.2K -42 -2%
MCM
208
Manchester Capital Management
Vermont
$132K
VNA
209
Valley National Advisers
Pennsylvania
$128K
EWM
210
Endurance Wealth Management
Rhode Island
$114K
KA
211
Klingman & Associates
New York
$91K
NFG
212
Next Financial Group
Texas
$84K +$24.3K +464 +41%
FIB
213
First Interstate Bank
Montana
$78K +$78K +1,496 New
MWP
214
MYCIO Wealth Partners
Pennsylvania
$74K +$209 +4 +0.3%
DSC
215
Duncker Streett & Co
Missouri
$73K
ASN
216
Advisory Services Network
Georgia
$70K +$32.3K +612 +86%
GAM
217
Gemmer Asset Management
California
$63K -$36.3K -688 -37%
TWA
218
TCI Wealth Advisors
Arizona
$63K
MMG
219
Monetary Management Group
Missouri
$58K
IF
220
Ironwood Financial
Arizona
$52K
RFA
221
Reilly Financial Advisors
California
$52K +$8.23K +156 +19%
CCS
222
Crosspoint Capital Strategies
California
$51K -$13.7K -260 -21%
KF
223
Krilogy Financial
Missouri
$50K +$50K +952 New
KCM
224
Karp Capital Management
California
$48K
AC
225
Alexandria Capital
Virginia
$47K