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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 %
MFS
76
MSI Financial Services
Massachusetts
$3.41M +$2.39M +40,962 +235%
BP
77
Ballentine Partners
Massachusetts
$3.33M -$72.4K -1,240 -2%
EDRIA
78
Edmonds Duncan Registered Investment Advisors
Kansas
$3.31M +$106K +1,712 +3%
TFF
79
The Family Firm
Maryland
$3.23M +$225K +3,858 +8%
NPC
80
National Planning Corporation
California
$3.23M +$1.22M +20,264 +61%
PFP
81
Pinnacle Financial Partners
Tennessee
$2.98M +$1.19M +19,600 +67%
RJA
82
Raymond James & Associates
Florida
$2.96M -$1.26M -21,622 -30%
TYCC
83
Texas Yale Capital Corp
Florida
$2.93M -$4.09K -70 -0.1%
SPC
84
Sigma Planning Corp
Michigan
$2.88M +$1.1M +18,832 +62%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$2.85M +$128K +2,186 +5%
AA
86
Alesco Advisors
New York
$2.76M -$101K -1,728 -4%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$2.71M +$697K +11,936 +35%
UR
88
USCA RIA
Texas
$2.7M +$138K +2,360 +5%
PAI
89
Pittenger & Anderson Inc
Nebraska
$2.67M – – –
CSA
90
Cottage Street Advisors
Massachusetts
$2.48M +$2.21M +37,808 +822%
GF
91
Gerstein Fisher
New York
$2.45M +$123K +2,110 +5%
Franklin Resources
92
Franklin Resources
California
$2.42M +$34.4K +588 +1%
SWM
93
Segment Wealth Management
Texas
$2.29M +$229K +3,918 +11%
PA
94
Planning Alternatives
Michigan
$2.28M -$113K -1,938 -5%
CWM
95
Cranbrook Wealth Management
Michigan
$2.08M -$280K -4,790 -12%
PMG
96
ProVise Management Group
Florida
$2.08M +$1.76M +30,184 +561%
Betterment LLC
97
Betterment LLC
New York
$2.03M +$288K +4,928 +16%
CPSAC
98
Chas P. Smith & Associates (CPS)
Florida
$2.03M -$225K -3,858 -10%
MCM
99
MV Capital Management
Maryland
$2M +$645K +11,038 +48%
PP
100
Palladium Partners
Virginia
$1.98M -$20.7K -354 -1%
2 3
4
5 6