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iShares S&P Small-Cap 600 Value ETF

448 hedge funds and large institutions have $3.3B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+11
Holders Change %
+2.52%
% of All Funds
10.27%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
41
Increased
140
Reduced
152
Closed
27
Calls
$359K
Puts
$3.05M
Net Calls
-$2.7M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
201
William Blair & Company
Illinois
$889K +$130K +1,594 +17%
CWM
202
Cornerstone Wealth Management
Missouri
$883K +$883K +290,734 New
BHWM
203
Bar Harbor Wealth Management
New Hampshire
$841K -$327 -4 -0%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$836K +$210K +2,582 +34%
SFS
205
Sowell Financial Services
Arkansas
$833K -$459K -5,480 -36%
EWA
206
Exencial Wealth Advisors
Oklahoma
$824K +$27.4K +336 +3%
CSM
207
CAMG Solamere Management
North Carolina
$824K +$269K +3,290 +49%
AIS
208
American Investment Services
Massachusetts
$822K
MLIC
209
Mandatum Life Insurance Company
Finland
$800K
MCWS
210
McKinley Carter Wealth Services
West Virginia
$795K +$146K +1,790 +23%
MSAM
211
Moloney Securities Asset Management
Missouri
$791K -$24.5K -300 -3%
SI
212
Stephens Inc
Arkansas
$756K -$794K -9,730 -51%
NF
213
Nikulski Financial
Iowa
$744K +$47.4K +580 +7%
WB
214
WesBanco Bank
West Virginia
$739K +$980 +12 +0.1%
FWM
215
Frontier Wealth Management
Missouri
$729K
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$724K +$103K +1,264 +17%
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$718K -$11.6K -142 -2%
BWA
218
BDO Wealth Advisors
Florida
$716K -$4.9K -60 -0.7%
HA
219
Harborview Advisors
Maine
$698K -$23.8K -292 -3%
SIAS
220
Shine Investment Advisory Services
Colorado
$696K
SXL
221
Summit X LLC
Missouri
$691K +$37.4K +458 +6%
CB
222
Commerce Bank
Missouri
$669K -$3.92K -48 -0.6%
AFC
223
AFT Forsyth & Company
Florida
$664K +$5.72K +70 +0.9%
SHCM
224
Stokes & Hubbell Capital Management
Louisiana
$658K +$33.9K +416 +5%
CHC
225
City Holding Co
West Virginia
$654K