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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.

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

Top Sellers

1
Wells Fargo
Wells Fargo
California
$216M
2
FIG
FundX Investment Group
California
$0
3
Morgan Stanley
Morgan Stanley
New York
$239M
4
UBS Group
UBS Group
Switzerland
$60.3M
5
SMA
Simply Money Advisors
Ohio
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Savant Capital
Illinois
$1.56M -$13.1K -188 -0.8%
CG
127
Colony Group
Massachusetts
$1.55M +$17.6K +252 +1%
Natixis Advisors
128
Natixis Advisors
Massachusetts
$1.55M +$51.7K +740 +3%
GT
129
Glenmede Trust
Pennsylvania
$1.53M – – –
AA
130
Alesco Advisors
New York
$1.48M -$461K -6,598 -24%
Northern Trust
131
Northern Trust
Illinois
$1.48M +$72.3K +1,034 +5%
NL
132
NWAM LLC
Washington
$1.45M +$598K +8,556 +70%
OC
133
Oarsman Capital
Wisconsin
$1.44M -$6.99K -100 -0.5%
HNB
134
Huntington National Bank
Ohio
$1.42M -$1.25M – –
PWLP
135
Prio Wealth Limited Partnership
Massachusetts
$1.42M +$3.49K +50 +0.2%
PFA
136
Pure Financial Advisors
California
$1.37M +$114K +1,630 +9%
NCM
137
Neumann Capital Management
California
$1.37M +$92.3K +1,320 +7%
PA
138
Pinnacle Associates
New York
$1.37M -$375K -5,366 -22%
HSA
139
HBK Sorce Advisory
Pennsylvania
$1.34M +$41.5K +594 +3%
ADL
140
Asset Dedication LLC
California
$1.34M +$70.1K +1,000 +6%
Betterment LLC
141
Betterment LLC
New York
$1.31M -$331K -4,730 -20%
VIA
142
Vantage Investment Advisors
Pennsylvania
$1.31M +$39.4K +564 +3%
IA
143
IFP Advisors
Florida
$1.29M +$140K +2,000 +12%
CW
144
Cobiz Wealth
Colorado
$1.29M -$60.4K -864 -4%
MHS
145
M Holdings Securities
Oregon
$1.24M +$166K +2,374 +15%
GA
146
GFS Advisors
Texas
$1.2M -$199K -2,850 -14%
BSB
147
Bangor Savings Bank
Maine
$1.18M -$598K -8,552 -34%
BA
148
BKS Advisors
Michigan
$1.16M -$6.43K -92 -0.6%
ZF
149
Zhang Financial
Michigan
$1.16M +$51.5K +742 +5%
BIM
150
Bridges Investment Management
Nebraska
$1.13M +$86K +1,230 +8%
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