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

227 hedge funds and large institutions have $1.53B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+29
Holders Change %
+14.65%
% of All Funds
6.59%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.55%
New
42
Increased
72
Reduced
75
Closed
9
Calls
$16.8M
Puts
$8.48M
Net Calls
+$8.3M
Net Calls Change
+$9.73M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$370M
2
SMA
2
Simply Money Advisors
Ohio
$27M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$21.4M
4
LMIM
4
Lockheed Martin Investment Management
Maryland
$7.07M
5
WT
5
Wilmington Trust
Delaware
$28.6M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$264K
2
PWAG
2
Polaris Wealth Advisory Group
California
$9.49M
3
NPC
3
National Planning Corporation
California
$3.37M
4
TU
4
TDAM USA
Ontario, Canada
$0
5
PS
5
Portfolio Solutions
Michigan
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZF
101
Zhang Financial
Michigan
$1.19M +$668 +12 +0.1%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$1.18M +$12.3K +222 +1%
TIA
103
Tiemann Investment Advisors
California
$1.18M +$1.18M +21,218 New
PFP
104
Pinnacle Financial Partners
Tennessee
$998K -$441K -7,918 -31%
1GA
105
1st Global Advisors
Texas
$978K -$6.23K -112 -0.6%
AIS
106
American Investment Services
Massachusetts
$960K -$71K -1,276 -7%
PAG
107
Private Advisor Group
New Jersey
$956K +$956K +17,178 New
TAIM
108
TD Ameritrade Investment Management
Nebraska
$954K -$10K -180 -1%
Ameriprise
109
Ameriprise
Minnesota
$951K +$58.8K +1,056 +7%
Northern Trust
110
Northern Trust
Illinois
$949K +$306K +5,498 +48%
CW
111
Cobiz Wealth
Colorado
$931K +$109K +1,954 +13%
PFG
112
Pacific Financial Group
Washington
$926K -$8.12K -146 -0.9%
CC
113
Courier Capital
New York
$906K – – –
GT
114
Glenmede Trust
Pennsylvania
$883K -$55.6K -1,000 -6%
HTC
115
Haverford Trust Company
Pennsylvania
$799K +$799K +14,358 New
BIC
116
Bridges Investment Counsel
Nebraska
$798K +$15.6K +280 +2%
BHWM
117
Bar Harbor Wealth Management
New Hampshire
$750K -$145K -2,608 -16%
FAT
118
First American Trust
California
$740K – – –
CS
119
Credit Suisse
Switzerland
$724K -$20.9K -376 -3%
Creative Planning
120
Creative Planning
Kansas
$714K +$46.4K +834 +7%
PI
121
Placemark Investments
Illinois
$710K +$30.3K +544 +4%
ASN
122
Advisory Services Network
Georgia
$699K +$699K +12,564 New
CBU
123
CIBC Bank USA
Illinois
$672K +$7.34K +132 +1%
BSB
124
Bangor Savings Bank
Maine
$655K +$2.23K +40 +0.3%
Goldman Sachs
125
Goldman Sachs
New York
$639K -$93.6K -1,682 -13%
3 4
5
6 7