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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

353 hedge funds and large institutions have $2.32B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
-16
Holders Change %
-4.34%
% of All Funds
8.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.62%
New
24
Increased
122
Reduced
123
Closed
35
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$6.72M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
2
Goldman Sachs
Goldman Sachs
New York
$16M
3
N
Natixis
France
$7M
4
MML Investors Services
MML Investors Services
Massachusetts
$4.56M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$216M
2
FIG
FundX Investment Group
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$239M
4
UBS Group
UBS Group
Switzerland
$60.3M
5
SMA
Simply Money Advisors
Ohio
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
226
Tompkins Financial
New York
$383K – – –
DY
227
Dowling & Yahnke
California
$377K -$17.5K -250 -4%
FNBOO
228
First National Bank of Omaha
Nebraska
$376K +$43.3K +620 +13%
MG
229
Mather Group
Illinois
$374K +$14.7K +210 +4%
HFS
230
HL Financial Services
Kentucky
$372K +$80.3K +1,148 +28%
William Blair & Company
231
William Blair & Company
Illinois
$363K -$1.82K -26 -0.5%
RIA
232
Regal Investment Advisors
Michigan
$360K -$5.74K -82 -2%
CL
233
CPWM LLC
Washington
$355K – – –
PWAP
234
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$353K – – –
CPIG
235
Chicago Partners Investment Group
Illinois
$350K -$1.62M -23,168 -82%
JIC
236
Johnson Investment Counsel
Ohio
$344K – – –
CIA
237
Capital Investment Advisors
Georgia
$333K +$12.7K +182 +4%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$332K +$93.7K +1,340 +39%
MCWS
239
McKinley Carter Wealth Services
West Virginia
$332K +$332K +4,744 New
MGIA
240
Moneta Group Investment Advisors
Missouri
$331K – – –
SIC
241
Shoker Investment Counsel
Ohio
$329K +$2.65K +38 +0.8%
BFPW
242
BOK Financial Private Wealth
Colorado
$327K -$30.6K -438 -9%
CB
243
Chemical Bank
Michigan
$327K -$14K -200 -4%
Manulife (Manufacturers Life Insurance)
244
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$325K +$177K +2,536 +120%
IH
245
IFC Holdings
Florida
$319K -$212K -3,030 -40%
APP
246
Avantax Planning Partners
Iowa
$315K -$9.1K -130 -3%
CCM
247
Coldstream Capital Management
Washington
$315K -$698 -10 -0.2%
SG
248
StoneX Group
New York
$315K +$315K +4,502 New
CL
249
Choreo LLC
Illinois
$314K +$314K +4,492 New
FWCM
250
Ferguson Wellman Capital Management
Oregon
$309K -$2.23K -32 -0.7%
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