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iShares S&P Small-Cap 600 Value ETF

366 hedge funds and large institutions have $2.47B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 125 increasing their positions, 132 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+13
Holders Change %
+3.68%
% of All Funds
9.14%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
125
Reduced
132
Closed
19
Calls
$2.51M
Puts
$2.11M
Net Calls
+$400K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Shares
Change %
CHC
201
City Holding Co
West Virginia
$568K
HS
202
Huntington Steele
Pennsylvania
$564K +$2.67K +36 +0.5%
CIR
203
Clear Investment Research
Georgia
$559K -$7.87K -106 -1%
SAM
204
Shamrock Asset Management
Texas
$553K -$7.71K -104 -1%
BWA
205
BlueSky Wealth Advisors
North Carolina
$546K
SI
206
Stephens Inc
Arkansas
$540K -$10.1K -136 -2%
BCM
207
Becker Capital Management
Oregon
$531K +$531K +7,166 New
VFA
208
Voya Financial Advisors
Connecticut
$528K +$26.7K +360 +5%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$522K +$171K +2,310 +49%
DPI
210
Diversified Portfolios Inc
Michigan
$515K -$19.3K -260 -4%
TW
211
Transform Wealth
Colorado
$514K +$514K +6,936 New
GMA
212
Goldstein Munger & Associates
California
$504K
LNC
213
Lincoln National Corp
Pennsylvania
$501K +$501K +6,764 New
BL
214
Balentine LLC
Georgia
$496K
ABC
215
Associated Banc-Corp
Wisconsin
$491K
RPG
216
Risk Paradigm Group
Texas
$479K -$63.5K -856 -12%
GG
217
Gofen & Glossberg
Illinois
$479K
Luther King Capital Management (LKCM)
218
Luther King Capital Management (LKCM)
Texas
$470K
SSB
219
Sandy Spring Bank
Maryland
$453K
SMA
220
Simply Money Advisors
Ohio
$445K -$10.9M -146,472 -96%
FA
221
FDx Advisors
Illinois
$439K -$12.2K -164 -3%
CCA
222
Clearwater Capital Advisors
Illinois
$439K
HFS
223
HL Financial Services
Kentucky
$436K +$41.9K +566 +11%
BC
224
Barnett & Company
Tennessee
$428K
BTNA
225
Bremer Trust National Association
Minnesota
$412K +$5.19K +70 +1%