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

332 hedge funds and large institutions have $2.19B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+18
Holders Change %
+5.73%
% of All Funds
8.87%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
34
Increased
125
Reduced
101
Closed
12
Calls
$6.45M
Puts
$21.6M
Net Calls
-$15.1M
Net Calls Change
-$8.39M

Top Buyers

1
NFG
1
Noven Financial Group
Colorado
$32.5M
2
LPL Financial
2
LPL Financial
California
$58.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$129M
4
TSWM
4
Triangle Securities Wealth Management
North Carolina
$7.38M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$138M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$335M
2
PA
2
Probity Advisors
Texas
$19.4M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$207M
5
CIM
5
Confluence Investment Management
Missouri
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
101
Betterment LLC
New York
$2.26M +$86.1K +1,380 +4%
NPC
102
National Planning Corporation
California
$2.2M -$1.02M -16,956 -32%
MCM
103
MV Capital Management
Maryland
$2.15M +$8.24K +132 +0.4%
PP
104
Palladium Partners
Virginia
$2.14M +$23.7K +380 +1%
FA
105
FCG Advisors
New Jersey
$2.07M – – –
CWM
106
Cranbrook Wealth Management
Michigan
$2.06M -$162K -2,590 -7%
AIM
107
Advantage Investment Management
Iowa
$2.01M +$1.5M +24,006 +295%
GA
108
GFS Advisors
Texas
$1.91M +$148K +2,370 +8%
SB
109
Suntrust Banks
Georgia
$1.9M +$1.29M +20,732 +213%
FWP
110
FAS Wealth Partners
Kansas
$1.89M -$156K -2,496 -8%
TIA
111
Tiemann Investment Advisors
California
$1.87M +$2.12K +34 +0.1%
HTC
112
Haverford Trust Company
Pennsylvania
$1.86M +$104K +1,666 +6%
SNT
113
Security National Trust
West Virginia
$1.83M -$15K -240 -0.8%
CI
114
Conning Inc
Connecticut
$1.8M – – –
CPIG
115
Chicago Partners Investment Group
Illinois
$1.78M -$8.49K -136 -0.5%
AFP
116
Ausdal Financial Partners
Iowa
$1.73M -$4.74K -76 -0.3%
CG
117
Colony Group
Massachusetts
$1.69M -$76.6K -1,228 -4%
AP
118
Advisors Preferred
Maryland
$1.66M -$4.58M -73,400 -73%
SC
119
Savant Capital
Illinois
$1.63M -$17.1K -274 -1%
PA
120
Pinnacle Associates
New York
$1.6M -$49.9K -800 -3%
KPCM
121
Kings Point Capital Management
New York
$1.6M -$998 -16 -0.1%
WP
122
WealthSource Partners
California
$1.59M +$564K +9,032 +55%
BSB
123
Bangor Savings Bank
Maine
$1.56M +$110K +1,770 +8%
TAIM
124
TD Ameritrade Investment Management
Nebraska
$1.47M -$13.9K -222 -0.9%
PAG
125
Private Advisor Group
New Jersey
$1.46M +$156K +2,528 +12%
3 4
5
6 7