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

353 hedge funds and large institutions have $2.32B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 122 increasing their positions, 123 reducing their positions, and 35 closing their positions.

Holders
353
Holders Change
-16
Holders Change %
-4.34%
% of All Funds
8.81%
Holding in Top 10
25
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.79%
% of All Funds
0.62%
New
24
Increased
122
Reduced
123
Closed
35
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$6.72M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$182M
2
Goldman Sachs
2
Goldman Sachs
New York
$16M
3
N
3
Natixis
France
$7M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.56M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$216M
2
FIG
2
FundX Investment Group
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$239M
4
UBS Group
4
UBS Group
Switzerland
$60.3M
5
SMA
5
Simply Money Advisors
Ohio
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
101
Ullmann Wealth Partners Group
Florida
$2.76M +$472K +6,756 +21%
HTC
102
Haverford Trust Company
Pennsylvania
$2.47M +$382K +5,466 +18%
SNT
103
Security National Trust
West Virginia
$2.46M +$96.5K +1,380 +4%
CIM
104
Confluence Investment Management
Missouri
$2.42M -$163K -2,338 -6%
UR
105
USCA RIA
Texas
$2.37M -$77.9K -1,114 -3%
PA
106
Planning Alternatives
Michigan
$2.35M -$119K -1,708 -5%
PP
107
Palladium Partners
Virginia
$2.18M -$21K -300 -1%
TRCT
108
Tower Research Capital (TRC)
New York
$2.13M -$1.71M -24,440 -45%
TH
109
Timber Hill
Connecticut
$2.07M -$1.64M -23,490 -44%
FWP
110
FAS Wealth Partners
Kansas
$2M -$19.6K -280 -1%
SFG
111
SNS Financial Group
Minnesota
$1.94M -$83.7K -1,198 -4%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$1.94M -$1.4M -20,094 -42%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$1.91M +$103K +1,480 +6%
BCM
114
Barometer Capital Management
Ontario, Canada
$1.9M +$1.9M +27,200 New
CWM
115
Cranbrook Wealth Management
Michigan
$1.87M -$83.4K -1,192 -4%
FTS
116
Fifth Third Securities
Ohio
$1.86M -$425K -6,088 -19%
TIA
117
Tiemann Investment Advisors
California
$1.85M -$699 -10 -0%
SLT
118
St Louis Trust
Missouri
$1.84M +$424K +6,068 +30%
AFP
119
Ausdal Financial Partners
Iowa
$1.83M +$6.57K +94 +0.4%
KPCM
120
Kings Point Capital Management
New York
$1.79M +$140 +2 +0%
BEC
121
Blue Edge Capital
Virginia
$1.77M +$50.3K +720 +3%
Creative Planning
122
Creative Planning
Kansas
$1.74M -$13.4K -192 -0.8%
JFA
123
JNBA Financial Advisors
Minnesota
$1.72M +$169K +2,422 +11%
CI
124
Conning Inc
Connecticut
$1.71M -$305K -4,366 -15%
CPSAC
125
Chas P. Smith & Associates (CPS)
Florida
$1.61M -$161K -2,306 -9%
3 4
5
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