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

231 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
6.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
19
Increased
91
Reduced
79
Closed
14
Calls
$34.2M
Puts
$1.48M
Net Calls
+$32.7M
Net Calls Change
+$12.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$80.1M
2
PWAG
2
Polaris Wealth Advisory Group
California
$23.6M
3
TH
3
Timber Hill
Connecticut
$12.2M
4
LFG
4
LifePlan Financial Group
Ohio
$9.78M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$367M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$2.54M
3
LPL Financial
3
LPL Financial
California
$28M
4
SMA
4
Simply Money Advisors
Ohio
$15.4M
5
DWA
5
Dorsey Wright & Associates
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
76
Franklin Resources
California
$2.74M +$2.74M +47,494 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$2.68M -$49K -848 -2%
CAM
78
Capstone Asset Management
Texas
$2.64M -$81.6K -1,414 -3%
PAI
79
Pittenger & Anderson Inc
Nebraska
$2.64M – – –
CPSAC
80
Chas P. Smith & Associates (CPS)
Florida
$2.54M -$19.2M -332,472 -88%
CAN
81
Cetera Advisor Networks
California
$2.48M +$480K +8,312 +24%
PP
82
Palladium Partners
Virginia
$2.33M -$2.89K -50 -0.1%
AIG
83
American International Group
New York
$2.3M +$181K +3,134 +9%
PI
84
Placemark Investments
Illinois
$2.19M +$1.47M +25,388 +201%
CWM
85
Cranbrook Wealth Management
Michigan
$2.11M +$11.7K +202 +0.6%
MA
86
MCF Advisors
Kentucky
$2.08M -$46.6K -822 -2%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$2.04M -$6.26M -108,390 -75%
SC
88
Savant Capital
Illinois
$1.94M -$101K -1,744 -5%
CI
89
Conning Inc
Connecticut
$1.78M +$1.78M +30,780 New
GA
90
GFS Advisors
Texas
$1.7M +$13.5K +234 +0.8%
PA
91
Pinnacle Associates
New York
$1.7M -$777K -13,462 -31%
KPCM
92
Kings Point Capital Management
New York
$1.67M – – –
TAM
93
Todd Asset Management
Kentucky
$1.65M -$1.33M -23,000 -45%
DBIA
94
Dumont & Blake Investment Advisors
New Jersey
$1.59M +$46.3K +802 +3%
JFA
95
JNBA Financial Advisors
Minnesota
$1.57M -$36.9K -640 -2%
HighTower Advisors
96
HighTower Advisors
Illinois
$1.39M -$49K -850 -3%
Ameriprise
97
Ameriprise
Minnesota
$1.32M +$267K +4,632 +25%
SNT
98
Security National Trust
West Virginia
$1.3M -$5.2K -90 -0.4%
PAG
99
Private Advisor Group
New Jersey
$1.27M +$58.6K +1,016 +5%
WTIM
100
Wilmington Trust Investment Management
Delaware
$1.27M +$42.3K +748 +3%
2 3
4
5 6