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

266 hedge funds and large institutions have $1.7B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+41
Holders Change %
+18.22%
% of All Funds
7.1%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
58
Increased
78
Reduced
86
Closed
14
Calls
$2.36M
Puts
$1.07M
Net Calls
+$1.29M
Net Calls Change
-$13.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$179M
3
Citigroup
3
Citigroup
New York
$43.1M
4
NPC
4
National Planning Corporation
California
$14M
5
Wells Fargo
5
Wells Fargo
California
$393M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
CS
2
Credit Suisse
Switzerland
$1.07M
3
M&T Bank
3
M&T Bank
New York
$41M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15M
5
UCFA
5
United Capital Financial Advisors
Texas
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
– -$216K -4,030 Closed
EWM
277
Evercore Wealth Management
New York
– -$42K -800 Closed
EIM
278
Emerson Investment Management
Massachusetts
– -$32K -604 Closed
EWM
279
Elite Wealth Management
Washington
– -$20K -368 Closed
MAS
280
Madden Advisory Services
Florida
– -$16K -304 Closed
8 9 10 11
12