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

262 hedge funds and large institutions have $1.89B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 106 increasing their positions, 78 reducing their positions, and 27 closing their positions.

Holders
262
Holders Change
-4
Holders Change %
-1.5%
% of All Funds
6.99%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
26
Increased
106
Reduced
78
Closed
27
Calls
$775K
Puts
–
Net Calls
+$775K
Net Calls Change
-$512K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$446M
2
CPO
2
Cerity Partners OCIO
New York
$23.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.3M
4
UCFA
4
United Capital Financial Advisors
Texas
$25.6M
5
Bank of America
5
Bank of America
North Carolina
$102M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$3.28M
2
Comerica Bank
2
Comerica Bank
Texas
$5.16M
3
LPL Financial
3
LPL Financial
California
$31M
4
CG
4
Colony Group
Massachusetts
$2.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$12.4M +$198K +3,336 +2%
CAN
27
Cetera Advisor Networks
California
$12M +$11.2M +188,502 +1,474%
PFG
28
Piershale Financial Group
Illinois
$11.7M +$11.7M +196,646 New
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$11.3M -$76.9K -1,294 -0.7%
B
30
Bailard
California
$11.1M +$610K +10,260 +6%
B
31
Baird
Wisconsin
$10.1M +$161K +2,716 +2%
BF
32
BOK Financial
Oklahoma
$9.71M +$332K +5,580 +4%
PHAM
33
Palisades Hudson Asset Management
Florida
$9.33M +$239K +4,020 +3%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$8.85M +$233K +3,912 +3%
LFG
35
LifePlan Financial Group
Ohio
$8.82M -$1.62M -27,326 -16%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$8.61M +$5.62M +94,576 +188%
KSA
37
Ken Stern & Associates
California
$8.41M +$814K +13,686 +11%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$8.28M -$483K -8,132 -6%
KeyBank National Association
39
KeyBank National Association
Ohio
$8.24M -$400K -6,728 -5%
SC
40
Stratford Consulting
Texas
$8.07M -$28.2K -474 -0.3%
LI
41
LVZ Inc
Michigan
$7.94M +$2.84M +47,718 +56%
FMC
42
First Merchants Corp
Indiana
$7.93M +$638K +10,730 +9%
SFI
43
SPC Financial Inc
Maryland
$7.89M +$230K +3,874 +3%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$7.67M +$6.82M +114,780 +799%
FAAS
45
First Allied Advisory Services
California
$6.93M -$1.54M -25,944 -18%
SCG
46
Sonata Capital Group
Washington
$6.8M +$41.6K +700 +0.6%
1IA
47
1834 Investment Advisors
Wisconsin
$6.76M +$256K +4,310 +4%
AMG
48
Asset Management Group
Connecticut
$6.55M -$52.7K -886 -0.8%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$6.06M -$139K -2,330 -2%
FPIS
50
Financial Planning & Information Services
Wisconsin
$5.75M -$31.3K -526 -0.5%
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