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

227 hedge funds and large institutions have $1.53B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+29
Holders Change %
+14.65%
% of All Funds
6.59%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.55%
New
42
Increased
72
Reduced
75
Closed
9
Calls
$16.8M
Puts
$8.48M
Net Calls
+$8.3M
Net Calls Change
+$9.73M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$370M
2
SMA
2
Simply Money Advisors
Ohio
$27M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$21.4M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$7.07M
5
WT
5
Wilmington Trust
Delaware
$28.6M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$264K
2
PWAG
2
Polaris Wealth Advisory Group
California
$9.49M
3
NPC
3
National Planning Corporation
California
$3.37M
4
TU
4
TDAM USA
Ontario, Canada
$0
5
PS
5
Portfolio Solutions
Michigan
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$9.14M +$236K +4,248 +3%
CNB
27
City National Bank
California
$9.05M +$1.6M +28,768 +21%
B
28
Baird
Wisconsin
$9.04M +$215K +3,858 +2%
PHAM
29
Palisades Hudson Asset Management
Florida
$8.95M -$177K -3,184 -2%
FAAS
30
First Allied Advisory Services
California
$8.95M -$4.24M -76,106 -32%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$8.95M +$503K +9,034 +6%
DWA
32
Dorsey Wright & Associates
California
$8.84M -$3.57M -66,320 -29%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$8.81M +$175K +3,152 +2%
KeyBank National Association
34
KeyBank National Association
Ohio
$8.8M +$1.48M +26,524 +20%
FMC
35
First Merchants Corp
Indiana
$8.57M +$80.3K +1,444 +0.9%
US Bancorp
36
US Bancorp
Minnesota
$8.55M +$213K +3,834 +3%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$7.95M -$1.9M -34,118 -19%
SFI
38
SPC Financial Inc
Maryland
$7.92M +$94K +1,690 +1%
SC
39
Stratford Consulting
Texas
$7.9M -$238K -4,278 -3%
LI
40
LVZ Inc
Michigan
$7.83M +$7.83M +140,804 New
B
41
Bailard
California
$7.4M +$1.58M +28,450 +27%
AP
42
Advisors Preferred
Maryland
$7.28M +$7.28M +130,710 New
LMIM
43
Lockheed Martin Investment Management
Maryland
$7.07M +$7.07M +127,110 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$6.64M -$12.6K -226 -0.2%
AMG
45
Asset Management Group
Connecticut
$6.34M -$12.7K -228 -0.2%
1IA
46
1834 Investment Advisors
Wisconsin
$5.99M -$39.7K -714 -0.7%
SG Americas Securities
47
SG Americas Securities
New York
$5.83M -$3.56M -64,064 -38%
FPIS
48
Financial Planning & Information Services
Wisconsin
$5.7M +$5.7M +102,474 New
MA
49
MUFG Americas
New York
$5.28M -$547K -9,830 -9%
Comerica Bank
50
Comerica Bank
Texas
$5.01M -$2.15M -38,684 -30%
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