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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$335M
2
PA
Probity Advisors
Texas
$19.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
4
Morgan Stanley
Morgan Stanley
New York
$207M
5
CIM
Confluence Investment Management
Missouri
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
126
Kalos Management
Georgia
$1.46M -$30.7K -492 -2%
VFA
127
Voya Financial Advisors
Connecticut
$1.45M +$325K +5,268 +29%
PMG
128
ProVise Management Group
Florida
$1.42M -$805K -12,892 -36%
MWM
129
Merriman Wealth Management
Washington
$1.41M +$1.41M +22,628 New
OAM
130
Occidental Asset Management
California
$1.37M +$368K +5,900 +37%
HighTower Advisors
131
HighTower Advisors
Illinois
$1.37M -$131K -2,116 -9%
Creative Planning
132
Creative Planning
Kansas
$1.35M +$50.2K +804 +4%
OC
133
Oarsman Capital
Wisconsin
$1.34M +$12.5K +200 +0.9%
Natixis Advisors
134
Natixis Advisors
Massachusetts
$1.34M -$37.7K -604 -3%
NCM
135
Neumann Capital Management
California
$1.33M -$120K -1,920 -8%
ASN
136
Advisory Services Network
Georgia
$1.32M +$1.1M +17,562 +494%
SFG
137
SNS Financial Group
Minnesota
$1.3M +$154K +2,476 +14%
FA
138
FDx Advisors
Illinois
$1.28M +$241K +3,866 +23%
Northern Trust
139
Northern Trust
Illinois
$1.26M +$400K +6,408 +47%
Nomura Asset Management
140
Nomura Asset Management
Japan
$1.25M +$811K +13,000 +186%
CW
141
Cobiz Wealth
Colorado
$1.22M -$874 -14 -0.1%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$1.18M +$150K +2,400 +15%
SWP
143
Stratos Wealth Partners
Ohio
$1.12M +$307K +4,918 +38%
SG Americas Securities
144
SG Americas Securities
New York
$1.12M +$810K +12,974 +265%
VIA
145
Vantage Investment Advisors
Pennsylvania
$1.11M -$58.9K -944 -5%
ZF
146
Zhang Financial
Michigan
$1.09M -$20.1K -322 -2%
BA
147
BKS Advisors
Michigan
$1.07M +$1.12K +18 +0.1%
EK
148
Evensky & Katz
Florida
$1.07M -$29.6K -474 -3%
WAM
149
Wealthspire Advisors (Maryland)
Maryland
$1.03M +$152K +2,434 +17%
BIC
150
Bridges Investment Counsel
Nebraska
$1.03M +$1.25K +20 +0.1%
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