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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.

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 %
AA
76
Alesco Advisors
New York
$2.78M -$172K -3,038 -6%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$2.64M -$396K -6,994 -13%
PAI
78
Pittenger & Anderson Inc
Nebraska
$2.59M – – –
CFS
79
Commonwealth Financial Services
West Virginia
$2.54M +$2.54M +44,806 New
UR
80
USCA RIA
Texas
$2.48M +$2.48M +43,836 New
PA
81
Planning Alternatives
Michigan
$2.32M -$137K -2,422 -6%
Franklin Resources
82
Franklin Resources
California
$2.32M +$113K +2,000 +5%
CWM
83
Cranbrook Wealth Management
Michigan
$2.29M +$137K +2,424 +6%
Ameriprise
84
Ameriprise
Minnesota
$2.28M -$1.48M -26,110 -39%
GF
85
Gerstein Fisher
New York
$2.26M +$237K +4,184 +12%
CPSAC
86
Chas P. Smith & Associates (CPS)
Florida
$2.19M -$239K -4,212 -10%
FWP
87
FAS Wealth Partners
Kansas
$2.17M -$3.48M -61,352 -62%
VFS
88
VSR Financial Services
Kansas
$2.07M -$95.8K -1,692 -4%
SWM
89
Segment Wealth Management
Texas
$2M +$158K +2,794 +9%
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$1.95M -$5.4M -95,264 -73%
PP
91
Palladium Partners
Virginia
$1.94M -$110K -1,946 -5%
NPC
92
National Planning Corporation
California
$1.9M +$1.21M +21,140 +175%
FA
93
FCG Advisors
New Jersey
$1.88M +$1.88M +33,196 New
CI
94
Conning Inc
Connecticut
$1.87M +$168K +2,962 +10%
CG
95
Colony Group
Massachusetts
$1.83M -$19M -335,204 -91%
EA
96
Efficient Advisors
Ohio
$1.82M +$317K +5,602 +21%
SPC
97
Sigma Planning Corp
Michigan
$1.72M +$54.3K +958 +3%
TIA
98
Tiemann Investment Advisors
California
$1.71M +$16K +282 +0.9%
CPIG
99
Chicago Partners Investment Group
Illinois
$1.7M -$165K -2,906 -9%
Betterment LLC
100
Betterment LLC
New York
$1.69M +$674K +11,906 +66%
2 3
4
5 6