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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 $1.64B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+8
Holders Change %
+3.1%
% of All Funds
7.43%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.39%
New
29
Increased
101
Reduced
78
Closed
20
Calls
$2.45M
Puts
$1.79M
Net Calls
+$660K
Net Calls Change
+$82K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.77M
2
TSWM
2
Triangle Securities Wealth Management
North Carolina
$5.86M
3
Morgan Stanley
3
Morgan Stanley
New York
$165M
4
UBS Group
4
UBS Group
Switzerland
$45.8M
5
TFA
5
Transamerica Financial Advisors
Florida
$3.88M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$73.8M
2
NPC
2
National Planning Corporation
California
$545K
3
LPL Financial
3
LPL Financial
California
$16.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$53.8M
5
DWM
5
Destination Wealth Management
California
$506K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$11.6M +$437K +8,340 +4%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$9.95M -$2.54M -48,520 -20%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$9.77M +$7.39M +141,072 +311%
CAN
29
Cetera Advisor Networks
California
$9.75M -$779K -14,890 -7%
B
30
Bailard
California
$9.38M -$970K -18,520 -9%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$9.1M +$73.6K +1,404 +0.8%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$8.82M +$1.38M +26,170 +19%
BF
33
BOK Financial
Oklahoma
$8.63M +$82.5K +1,574 +1%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$7.74M +$113K +2,148 +1%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$7.67M +$368K +7,030 +5%
KeyBank National Association
36
KeyBank National Association
Ohio
$7.47M +$24K +458 +0.3%
PHAM
37
Palisades Hudson Asset Management
Florida
$7.29M -$87.8K -1,676 -1%
SFI
38
SPC Financial Inc
Maryland
$7.23M +$235K +4,478 +3%
SC
39
Stratford Consulting
Texas
$6.89M -$63.7K -1,216 -0.9%
SCG
40
Sonata Capital Group
Washington
$6.5M -$408K -7,786 -6%
1IA
41
1834 Investment Advisors
Wisconsin
$5.92M +$21.4K +408 +0.4%
CA
42
Cetera Advisors
Colorado
$5.89M +$2M +38,242 +52%
TSWM
43
Triangle Securities Wealth Management
North Carolina
$5.86M +$5.86M +111,762 New
AMG
44
Asset Management Group
Connecticut
$5.62M -$89K -1,698 -2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$5.51M -$3.48M -66,358 -39%
CAL
46
Capital Analysts LLC
Pennsylvania
$5.02M +$322K +6,140 +7%
IFS
47
Ifrah Financial Services
Arkansas
$5.02M +$90.7K +1,732 +2%
FPIS
48
Financial Planning & Information Services
Wisconsin
$4.96M -$31.6K -604 -0.6%
MA
49
MUFG Americas
New York
$4.8M +$57K +1,088 +1%
FMC
50
First Merchants Corp
Indiana
$4.64M -$408K -7,778 -8%
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