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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 $1.7B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
+41
Holders Change %
+18.22%
% of All Funds
7.1%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.43%
New
58
Increased
78
Reduced
86
Closed
14
Calls
$2.36M
Puts
$1.07M
Net Calls
+$1.29M
Net Calls Change
-$13.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$53.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$179M
3
Citigroup
3
Citigroup
New York
$43.1M
4
NPC
4
National Planning Corporation
California
$14M
5
Wells Fargo
5
Wells Fargo
California
$393M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
CS
2
Credit Suisse
Switzerland
$1.07M
3
M&T Bank
3
M&T Bank
New York
$41M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15M
5
UCFA
5
United Capital Financial Advisors
Texas
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MCF Advisors
Kentucky
$1.87M -$173K -2,932 -8%
GA
77
GFS Advisors
Texas
$1.85M +$121K +2,056 +7%
SC
78
Savant Capital
Illinois
$1.83M -$77.2K -1,310 -4%
CI
79
Conning Inc
Connecticut
$1.82M – – –
MCM
80
MV Capital Management
Maryland
$1.81M +$1.81M +30,642 New
Ameriprise
81
Ameriprise
Minnesota
$1.71M +$319K +5,412 +23%
KPCM
82
Kings Point Capital Management
New York
$1.71M +$4.37K +74 +0.3%
PRS
83
Pinkerton Retirement Specialists
Idaho
$1.71M +$1.71M +32,292 New
PA
84
Pinnacle Associates
New York
$1.7M +$17.9K +304 +1%
JFA
85
JNBA Financial Advisors
Minnesota
$1.63M +$20.4K +346 +1%
AWM
86
Affinity Wealth Management
Delaware
$1.6M +$1.6M +27,116 New
HighTower Advisors
87
HighTower Advisors
Illinois
$1.58M +$203K +3,436 +15%
TAM
88
Todd Asset Management
Kentucky
$1.54M -$70.8K -1,200 -4%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$1.47M +$171K +2,908 +13%
WA
90
Wealth Architects
California
$1.46M +$1.46M +24,698 New
Mariner
91
Mariner
Kansas
$1.42M +$561K +9,508 +65%
SNT
92
Security National Trust
West Virginia
$1.4M +$29.5K +500 +2%
PAG
93
Private Advisor Group
New Jersey
$1.4M +$49K +830 +4%
TIA
94
Tiemann Investment Advisors
California
$1.37M +$40.1K +680 +3%
AIG
95
American International Group
New York
$1.36M +$137K +2,330 +11%
VC
96
Vicus Capital
Pennsylvania
$1.32M +$1.32M +22,386 New
ZF
97
Zhang Financial
Michigan
$1.29M +$826 +14 +0.1%
OC
98
Oarsman Capital
Wisconsin
$1.25M -$35.4K -600 -3%
Natixis Advisors
99
Natixis Advisors
Massachusetts
$1.19M -$22.6K -384 -2%
TF
100
Tompkins Financial
New York
$1.13M -$685K -11,622 -38%
2 3
4
5 6