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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
Bessemer Group
New Jersey
$20.5M
2
FIG
FundX Investment Group
California
$17.1M
3
AP
Advisors Preferred
Maryland
$9.37M
4
SIA
Spruce Investment Advisors
Connecticut
$9.28M
5
Ameriprise
Ameriprise
Minnesota
$8.19M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$367M
2
PFG
Piershale Financial Group
Illinois
$0
3
LPL Financial
LPL Financial
California
$43.8M
4
Morgan Stanley
Morgan Stanley
New York
$201M
5
TSWM
Triangle Securities Wealth Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
126
Oarsman Capital
Wisconsin
$1.24M -$467 -8 -0%
PAG
127
Private Advisor Group
New Jersey
$1.22M +$25.2K +434 +2%
Creative Planning
128
Creative Planning
Kansas
$1.22M +$95.3K +1,632 +9%
CW
129
Cobiz Wealth
Colorado
$1.14M -$14.6K -250 -1%
VIA
130
Vantage Investment Advisors
Pennsylvania
$1.09M +$12.8K +220 +1%
SFG
131
SNS Financial Group
Minnesota
$1.07M +$1.07M +18,298 New
VFA
132
Voya Financial Advisors
Connecticut
$1.04M +$657K +11,504 +170%
GWM
133
Geneos Wealth Management
Colorado
$1.04M -$76K -1,296 -7%
ZF
134
Zhang Financial
Michigan
$1.04M +$350 +6 +0%
EK
135
Evensky & Katz
Florida
$1.03M -$113K -1,940 -10%
WGCA
136
Wolf Group Capital Advisors
Virginia
$1.01M +$1.01M +17,306 New
BA
137
BKS Advisors
Michigan
$1M +$30.1K +516 +3%
PFG
138
Pacific Financial Group
Washington
$996K +$996K +17,046 New
FA
139
FDx Advisors
Illinois
$976K +$709K +12,134 +265%
CIBC World Market
140
CIBC World Market
Ontario, Canada
$962K -$32.7K -560 -3%
WP
141
WealthSource Partners
California
$962K +$537K +9,184 +126%
BIC
142
Bridges Investment Counsel
Nebraska
$959K +$2.34K +40 +0.2%
OAM
143
Occidental Asset Management
California
$934K -$65K -1,112 -7%
VFS
144
VSR Financial Services
Kansas
$918K -$1.22M -20,852 -57%
BIM
145
Bridges Investment Management
Nebraska
$916K +$34.5K +590 +4%
ADL
146
Asset Dedication LLC
California
$913K +$190K +3,256 +26%
GT
147
Glenmede Trust
Pennsylvania
$885K -$5.84K -100 -0.7%
CC
148
Courier Capital
New York
$883K -$5.49K -94 -0.6%
AWA
149
Arete Wealth Advisors
Illinois
$858K +$858K +14,690 New
AIS
150
American Investment Services
Massachusetts
$824K -$7.01K -120 -0.8%
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