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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.

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 Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$364M 2,220,385 +2,171,228 +4,417%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$273M 1,670,597 +99,997 +6%
Morgan Stanley
3
Morgan Stanley
New York
$263M 1,613,783 -54,459 -3%
Wells Fargo
4
Wells Fargo
California
$244M 1,492,261 -54,741 -4%
Bank of America
5
Bank of America
North Carolina
$173M 1,060,253 +56,524 +6%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$167M 1,025,779 -3,916 -0.4%
PS
7
Portfolio Solutions
Michigan
$127M 775,785 -13,429 -2%
UBS Group
8
UBS Group
Switzerland
$94.6M 579,398 +17,758 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$81M 495,805 +16,336 +3%
Stifel Financial
10
Stifel Financial
Missouri
$72M 443,671 +30,165 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$71.3M 436,844 +380,268 +672%
UCFA
12
United Capital Financial Advisors
Texas
$66.3M 406,235 +7,481 +2%
M&T Bank
13
M&T Bank
New York
$65.8M 403,237 -12,555 -3%
LPL Financial
14
LPL Financial
California
$63M 385,711 -111,425 -22%
CPO
15
Cerity Partners OCIO
New York
$30.5M 186,563 -4,574 -2%
RJA
16
Raymond James & Associates
Florida
$29.9M 183,252 +6,469 +4%
Ameriprise
17
Ameriprise
Minnesota
$29M 178,002 +108,107 +155%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$27.5M 168,375 +7,131 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$27.1M 165,916 -21,822 -12%
NFG
20
Noven Financial Group
Colorado
$25.5M 156,131 +17,056 +12%
PFM
21
Phillips Financial Management
Indiana
$23M 139,980 -1,801 -1%
B
22
Bailard
California
$23M 141,011 +380 +0.3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$22.4M 137,124 +4,618 +3%
CA
24
Centerpoint Advisors
Massachusetts
$21.7M 132,623 +34,072 +35%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$20.8M 138,291