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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 %
GWA
351
Guidant Wealth Advisors
Illinois
$14K -$10.6K -168 -43%
AIP
352
Ameritas Investment Partners
Nebraska
$14K – – –
KKAMG
353
Kernodle & Katon Asset Management Group
Arkansas
$14K +$14K +200 New
CAG
354
Crestwood Advisors Group
Massachusetts
$14K +$14K +200 New
WAM
355
Watermark Asset Management
California
$14K +$14K +204 New
CCM
356
Cribstone Capital Management
Maine
$13K – – –
CBT
357
Central Bank & Trust
Kentucky
$11K – – –
SEI Investments
358
SEI Investments
Pennsylvania
$8K -$21.9K -306 -73%
SFG
359
SevenBridge Financial Group
Pennsylvania
$8K -$1.76K -26 -18%
MRCM
360
M&R Capital Management
New Jersey
$6K – – –
HDIM
361
Hanson & Doremus Investment Management
Vermont
$5K – – –
OFW
362
Omnia Family Wealth
Florida
$5K +$5K +78 New
PA
363
Parallel Advisors
California
$4K -$5.25K -84 -57%
BCI
364
Brinker Capital Investments
Pennsylvania
$4K – – –
PCA
365
Peddock Capital Advisors
Massachusetts
$2K -$667 -12 -25%
SBL
366
Sargent Bickham Lagudis
Colorado
$2K – – –
TCM
367
TD Capital Management
Tennessee
$1K – – –
BC
368
Bartlett & Co
Ohio
$1K – – –
QAM
369
QCI Asset Management
New York
$1K +$1K +14 New
Bessemer Group
370
Bessemer Group
New Jersey
– -$13.4M -191,080 Closed
PL
371
Polianta Ltd
Jersey
– -$10.1M -144,600 Closed
IA
372
IndexIQ Advisors
New York
– -$7.41M -105,778 Closed
BCM
373
Barometer Capital Management
Ontario, Canada
– -$3.12M -44,600 Closed
AI
374
Atria Investments
North Carolina
– -$1.71M -24,396 Closed
Prudential Financial
375
Prudential Financial
New Jersey
– -$1.3M -18,600 Closed
12 13 14
15
16