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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 %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$4.92M +$919K +16,528 +23%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$4.56M +$1.66M +29,756 +57%
CAL
53
Capital Advisors Ltd
Ohio
$4.08M +$4.08M +73,290 New
AIG
54
American International Group
New York
$3.99M +$455K +8,174 +13%
BP
55
Ballentine Partners
Massachusetts
$3.91M -$174K -3,130 -4%
CA
56
Cetera Advisors
Colorado
$3.85M -$13K -234 -0.3%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$3.78M +$87K +1,564 +2%
CAL
58
Capital Analysts LLC
Pennsylvania
$3.69M +$205K +3,690 +6%
NPC
59
National Planning Corporation
California
$3.37M -$5.81M -104,314 -63%
AA
60
Alesco Advisors
New York
$3.36M -$232K -4,164 -6%
PA
61
Planning Alternatives
Michigan
$3.36M +$3.36M +61,212 New
CMP
62
Courage Miller Partners
Virginia
$3.31M -$166K -2,980 -5%
RJA
63
Raymond James & Associates
Florida
$3.28M +$232K +4,164 +8%
VFS
64
VSR Financial Services
Kansas
$3.23M +$1.73M +31,090 +115%
EAM
65
Evanson Asset Management
California
$3.22M +$3.22M +57,930 New
Franklin Resources
66
Franklin Resources
California
$3.18M -$8.47K -152 -0.3%
TAM
67
Todd Asset Management
Kentucky
$3.06M -$2.27M -40,840 -43%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$3.01M +$1.51M +27,204 +101%
NES
69
New England Securities
New York
$2.98M +$125K +2,246 +4%
CFA
70
Cahill Financial Advisors
Minnesota
$2.92M +$2.92M +52,436 New
GLA
71
Great Lakes Advisors
Illinois
$2.86M -$318K -5,716 -10%
TYCC
72
Texas Yale Capital Corp
Florida
$2.81M – – –
RFC
73
Regions Financial Corp
Alabama
$2.74M -$172K -3,096 -6%
PAI
74
Pittenger & Anderson Inc
Nebraska
$2.57M – – –
PA
75
Pinnacle Associates
New York
$2.46M -$53.3K -958 -2%
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