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

369 hedge funds and large institutions have $2.48B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+10
Holders Change %
+2.79%
% of All Funds
9.2%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.72%
New
36
Increased
135
Reduced
114
Closed
24
Calls
$1.72M
Puts
$8.06M
Net Calls
-$6.34M
Net Calls Change
+$1.61M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$154M
2
PI
2
PineBridge Investments
New York
$66.8M
3
SMA
3
Simply Money Advisors
Ohio
$24.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$64M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$41.3M
2
Bessemer Group
2
Bessemer Group
New Jersey
$0
3
PL
3
Polianta Ltd
Jersey
$0
4
AWM
4
Affinity Wealth Management
Delaware
$260K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
251
Shoker Investment Counsel
Ohio
$324K +$693 +10 +0.2%
APP
252
Avantax Planning Partners
Iowa
$321K – – –
CIA
253
Capital Investment Advisors
Georgia
$317K +$12.6K +182 +4%
CCM
254
Coldstream Capital Management
Washington
$313K – – –
FWCM
255
Ferguson Wellman Capital Management
Oregon
$309K -$5.41K -78 -2%
ONB
256
Old National Bancorp
Indiana
$306K -$20.1K -290 -6%
BB
257
Busey Bank
Illinois
$297K – – –
KA
258
Kovack Advisors
Florida
$296K +$296K +4,274 New
CCP
259
Corient Capital Partners
California
$295K – – –
HFS
260
HL Financial Services
Kentucky
$289K +$24.7K +356 +9%
FCI
261
Financial Counselors Inc
Kansas
$288K -$1.53K -22 -0.5%
PO
262
Private Ocean
California
$288K -$139 -2 -0%
GC
263
Garde Capital
Washington
$282K +$27.2K +392 +11%
First Trust Advisors
264
First Trust Advisors
Illinois
$281K -$99.2K -1,432 -26%
CCT
265
Country Club Trust
Missouri
$281K +$281K +4,050 New
ATIA
266
American Trust Investment Advisors
New Hampshire
$280K – – –
BL
267
Balentine LLC
Georgia
$278K +$5.65K +140 +2%
VCP
268
Vista Capital Partners
Oregon
$276K – – –
VNA
269
Valley National Advisers
Pennsylvania
$275K – – –
HIC
270
Holderness Investments Company
North Carolina
$270K +$270K +3,892 New
AWM
271
Affinity Wealth Management
Delaware
$260K -$9.88M -142,716 -97%
SB
272
Simmons Bank
Arkansas
$252K – – –
RJT
273
Raymond James Trust
Florida
$252K – – –
MFT
274
Moisand Fitzgerald Tamayo
Florida
$245K -$47.9K -692 -16%
HIMC
275
Heritage Investors Management Corp
Maryland
$245K +$245K +3,536 New
9 10
11
12 13