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

332 hedge funds and large institutions have $2.19B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+18
Holders Change %
+5.73%
% of All Funds
8.87%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
34
Increased
125
Reduced
101
Closed
12
Calls
$6.45M
Puts
$21.6M
Net Calls
-$15.1M
Net Calls Change
-$8.39M

Top Buyers

1
NFG
Noven Financial Group
Colorado
$32.5M
2
LPL Financial
LPL Financial
California
$58.5M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$129M
4
TSWM
Triangle Securities Wealth Management
North Carolina
$7.38M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$138M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$335M
2
PA
Probity Advisors
Texas
$19.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Morgan Stanley
Morgan Stanley
New York
$207M
5
CIM
Confluence Investment Management
Missouri
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
276
Monetary Management Group
Missouri
$69K – – –
KF
277
Krilogy Financial
Missouri
$69K +$248 +4 +0.4%
LWM
278
LBA Wealth Management
Florida
$63K +$12.6K +202 +25%
QCG
279
Quadrant Capital Group
Ohio
$59K +$59K +950 New
IWM
280
Integrated Wealth Management
California
$58K +$7.17K +114 +14%
First Manhattan
281
First Manhattan
New York
$55K – – –
AC
282
Alexandria Capital
Virginia
$55K – – –
GAM
283
Gemmer Asset Management
California
$55K – – –
IPC
284
Independent Portfolio Consultants
Florida
$53K – – –
EWM
285
Evercore Wealth Management
New York
$51K – – –
OC
286
Oakworth Capital
Alabama
$50K – – –
APSP
287
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K – – –
RFA
288
Reilly Financial Advisors
California
$46K – – –
IF
289
Ironwood Financial
Arizona
$41K – – –
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$39K – – –
CDIA
291
Capital Directions Investment Advisors
Georgia
$38K – – –
RCA
292
Rowland Carmichael Advisors
Arizona
$36K – – –
SWA
293
Sutton Wealth Advisors
Florida
$35.9K – – –
ECM
294
Exchange Capital Management
Michigan
$35K – – –
WIC
295
Woodmont Investment Counsel
Tennessee
$35K +$35K +566 New
AF
296
Allworth Financial
California
$33K +$2.25K +36 +7%
WA
297
WFG Advisors
Texas
$28K +$18.1K +288 +182%
GWA
298
Guidant Wealth Advisors
Illinois
$24K +$24K +390 New
HR
299
Howe & Rusling
New York
$23K – – –
JWA
300
JFS Wealth Advisors
Pennsylvania
$23K – – –
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12
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