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

314 hedge funds and large institutions have $2.02B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+26
Holders Change %
+9.03%
% of All Funds
8.39%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.59%
New
44
Increased
120
Reduced
93
Closed
15
Calls
$5.44M
Puts
$12.2M
Net Calls
-$6.74M
Net Calls Change
-$4.13M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$20.5M
2
FIG
2
FundX Investment Group
California
$17.1M
3
AP
3
Advisors Preferred
Maryland
$9.37M
4
SIA
4
Spruce Investment Advisors
Connecticut
$9.28M
5
Ameriprise
5
Ameriprise
Minnesota
$8.19M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$367M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$43.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$201M
5
TSWM
5
Triangle Securities Wealth Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$6.74M -$509K -8,706 -7%
CAL
52
Capital Analysts LLC
Pennsylvania
$6.4M +$571K +9,772 +10%
AMG
53
Asset Management Group
Connecticut
$6.26M -$37.4K -640 -0.6%
CA
54
Cetera Advisors
Colorado
$5.95M -$571K -9,776 -9%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$5.91M +$444K +7,598 +8%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$5.82M +$213K +3,644 +4%
FMC
57
First Merchants Corp
Indiana
$5.02M -$7.94K -136 -0.2%
MA
58
MUFG Americas
New York
$4.94M -$51.4K -880 -1%
CAL
59
Capital Advisors Ltd
Ohio
$4.73M +$55.7K +954 +1%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$4.73M -$22.4K -384 -0.5%
LFG
61
LifePlan Financial Group
Ohio
$4.68M +$129K +2,200 +3%
EAM
62
Evanson Asset Management
California
$4.32M +$54.8K +938 +1%
US Bancorp
63
US Bancorp
Minnesota
$4.31M +$1.19M +20,382 +38%
CFS
64
Commonwealth Financial Services
West Virginia
$4.3M +$1.69M +28,862 +64%
UB
65
UMB Bank
Missouri
$4.24M +$337K +5,766 +9%
FPIS
66
Financial Planning & Information Services
Wisconsin
$4.22M -$632K -10,812 -13%
AG
67
Advisor Group
Arizona
$4.11M +$4.11M +70,332 New
Comerica Bank
68
Comerica Bank
Texas
$4.01M -$345K -5,602 -8%
BTS
69
BB&T Securities
Virginia
$4M +$3.69M +63,264 +1,231%
TIM
70
Tortoise Investment Management
New York
$3.96M +$468K +8,006 +13%
CFA
71
Cahill Financial Advisors
Minnesota
$3.93M +$36K +616 +0.9%
GT
72
Greenleaf Trust
Michigan
$3.89M +$461K +7,884 +13%
WA
73
Wealth Architects
California
$3.82M – – –
CS
74
Credit Suisse
Switzerland
$3.68M +$3.68M +63,024 New
GLA
75
Great Lakes Advisors
Illinois
$3.54M -$10K -172 -0.3%
1 2
3
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