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

288 hedge funds and large institutions have $1.93B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
7.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
37
Increased
106
Reduced
91
Closed
25
Calls
$3.02M
Puts
$5.63M
Net Calls
-$2.61M
Net Calls Change
-$4.8M

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$25.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$114M
3
Morgan Stanley
3
Morgan Stanley
New York
$205M
4
NFG
4
Noven Financial Group
Colorado
$14.2M
5
B
5
Bailard
California
$13M

Top Sellers

1
CG
1
Colony Group
Massachusetts
$1.83M
2
PWAG
2
Polaris Wealth Advisory Group
California
$0
3
Citigroup
3
Citigroup
New York
$13M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.95M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$10.5M +$2.06M +36,396 +25%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$10.3M -$4.27M -75,422 -29%
NP
28
NorthRock Partners
Minnesota
$10M -$3.55M -62,764 -26%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$10M +$90.5K +1,598 +0.9%
HFBOT
30
Home Federal Bank of Tennessee
Tennessee
$9.93M -$634K -11,192 -6%
BF
31
BOK Financial
Oklahoma
$9.82M +$150K +2,650 +2%
CIM
32
Confluence Investment Management
Missouri
$8.38M +$667K +11,772 +9%
PHAM
33
Palisades Hudson Asset Management
Florida
$8.3M +$450K +7,942 +6%
KeyBank National Association
34
KeyBank National Association
Ohio
$8.23M -$180K -3,178 -2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$7.76M +$295K +5,204 +4%
SFI
36
SPC Financial Inc
Maryland
$7.35M -$463K -8,172 -6%
SC
37
Stratford Consulting
Texas
$7.29M -$75.6K -1,334 -1%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$7.13M -$538K -9,488 -7%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$7.03M +$274K +4,828 +4%
RFC
40
Regions Financial Corp
Alabama
$6.97M +$1.16M +20,400 +20%
TSWM
41
Triangle Securities Wealth Management
North Carolina
$6.89M +$6.89M +121,596 New
IFS
42
Ifrah Financial Services
Arkansas
$6.88M +$1.5M +26,394 +28%
SCG
43
Sonata Capital Group
Washington
$6.85M -$221K -3,894 -3%
1IA
44
1834 Investment Advisors
Wisconsin
$6.83M +$363K +6,404 +6%
CA
45
Cetera Advisors
Colorado
$6.32M +$186K +3,292 +3%
AMG
46
Asset Management Group
Connecticut
$6.1M +$14.6K +258 +0.2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$5.94M +$3.8M +67,030 +177%
AIM
48
Advantage Investment Management
Iowa
$5.94M +$5.49M +96,878 +1,224%
CAL
49
Capital Analysts LLC
Pennsylvania
$5.65M +$6.23K +110 +0.1%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$5.44M +$289K +5,098 +6%
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