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iShares S&P Small-Cap 600 Value ETF

433 hedge funds and large institutions have $2.76B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 141 increasing their positions, 126 reducing their positions, and 23 closing their positions.

Holders
433
Holders Change
+67
Holders Change %
+18.31%
% of All Funds
9.83%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.64%
New
92
Increased
141
Reduced
126
Closed
23
Calls
$2.32M
Puts
$2.01M
Net Calls
+$307K
Net Calls Change
-$93K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$252M 1,639,756 -32,541 -2%
Wells Fargo
2
Wells Fargo
California
$235M 1,529,602 +90,765 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$225M 1,464,005 +135,757 +10%
Bank of America
4
Bank of America
North Carolina
$163M 1,058,261 +26,603 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$158M 1,026,154 +4,708 +0.5%
PS
6
Portfolio Solutions
Michigan
$130M 843,686 -11,193 -1%
UBS Group
7
UBS Group
Switzerland
$80M 520,738 +88,888 +21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$68.5M 445,826 -17,599 -4%
M&T Bank
9
M&T Bank
New York
$65M 423,425 -2,745 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$63.5M 413,799 +12,162 +3%
LPL Financial
11
LPL Financial
California
$63.1M 410,860 +159,325 +63%
UCFA
12
United Capital Financial Advisors
Texas
$59.6M 385,724 +8,391 +2%
Stifel Financial
13
Stifel Financial
Missouri
$58.1M 378,733 +19,060 +5%
CPO
14
Cerity Partners OCIO
New York
$28.8M 187,854 +6,456 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$27.1M 176,787 +31,692 +22%
BFG
16
Barber Financial Group
Kansas
$26.4M 171,687 +97,491 +131%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$26.1M 169,901 +49,075 +41%
PFG
18
Piershale Financial Group
Illinois
$24.1M 157,214 +157,214 New
PFM
19
Phillips Financial Management
Indiana
$21.7M 139,782 -519 -0.4%
B
20
Bailard
California
$21.3M 138,646 +1,576 +1%
PA
21
Probity Advisors
Texas
$20.2M 131,575 -12,707 -9%
NFG
22
Noven Financial Group
Colorado
$20.2M 131,241 -73 -0.1%
GIA
23
GHP Investment Advisors
Colorado
$19.5M 127,145 -2,179 -2%
RJA
24
Raymond James & Associates
Florida
$19.2M 124,913 +44,224 +55%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$18.4M 119,889 +40,621 +51%