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iShares S&P Small-Cap 600 Value ETF

359 hedge funds and large institutions have $2.46B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+27
Holders Change %
+8.13%
% of All Funds
8.99%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.85%
New
61
Increased
117
Reduced
118
Closed
29
Calls
$1.47M
Puts
$9.42M
Net Calls
-$7.95M
Net Calls Change
+$7.18M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
201
Avior Wealth Management
Nebraska
$663K +$21K +300 +3%
WB
202
WesBanco Bank
West Virginia
$636K +$1.96K +28 +0.3%
CWM
203
Concentric Wealth Management
California
$627K +$627K +8,956 New
EWA
204
Exencial Wealth Advisors
Oklahoma
$606K
CB
205
Commerce Bank
Missouri
$603K +$18.7K +268 +3%
TI
206
Truepoint Inc
Ohio
$580K +$580K +8,434 New
DADC
207
D.A. Davidson & Co
Montana
$573K
HCA
208
Heck Capital Advisors
Wisconsin
$558K +$558K +7,976 New
CHC
209
City Holding Co
West Virginia
$536K +$140 +2 +0%
BWA
210
BlueSky Wealth Advisors
North Carolina
$535K +$535K +7,636 New
WTC
211
WhitTier Trust Company
Nevada
$526K -$1.4K -20 -0.3%
HS
212
Huntington Steele
Pennsylvania
$522K -$19.5K -278 -4%
EF
213
Empirical Finance
Pennsylvania
$522K +$522K +7,456 New
LFPWM
214
Leicht Financial Planning & Wealth Management
New Jersey
$515K +$515K +7,474 New
ABC
215
Associated Banc-Corp
Wisconsin
$510K -$4.2K -60 -0.8%
DPI
216
Diversified Portfolios Inc
Michigan
$506K -$4.48K -64 -0.9%
CIR
217
Clear Investment Research
Georgia
$502K -$58.8K -840 -10%
GWM
218
Geneos Wealth Management
Colorado
$489K +$1.54K +22 +0.3%
TSS
219
Two Sigma Securities
New York
$488K +$488K +6,970 New
SSB
220
Sandy Spring Bank
Maryland
$485K -$1.4K -20 -0.3%
GMA
221
Goldstein Munger & Associates
California
$476K +$476K +6,800 New
BL
222
Balentine LLC
Georgia
$472K -$4.2K -60 -0.9%
HW
223
Hedeker Wealth
Illinois
$467K +$414K +5,922 +783%
TW
224
Transform Wealth
Colorado
$459K +$92.8K +1,326 +25%
GG
225
Gofen & Glossberg
Illinois
$452K