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

198 hedge funds and large institutions have $1.29B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
6.42%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.55%
New
22
Increased
82
Reduced
62
Closed
10
Calls
$9.32M
Puts
$10.8M
Net Calls
-$1.43M
Net Calls Change
+$933K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$74.7M
2
Wells Fargo
2
Wells Fargo
California
$277M
3
FIG
3
FundX Investment Group
California
$10.4M
4
SG Americas Securities
4
SG Americas Securities
New York
$8.63M
5
NPC
5
National Planning Corporation
California
$8.5M

Top Sellers

1
Rafferty Asset Management
1
Rafferty Asset Management
New York
$0
2
IFS
2
Ifrah Financial Services
Arkansas
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$135M
4
Citigroup
4
Citigroup
New York
$26.5M
5
DS
5
DRW Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
151
Investment Centers of America
North Dakota
$258K +$258K +5,038 New
Barclays
152
Barclays
United Kingdom
$247K – – –
Fidelity Investments
153
Fidelity Investments
Massachusetts
$237K -$21.4K -420 -8%
BDF
154
Balasa Dinverno & Foltz
$232K -$38.3K -748 -14%
EWA
155
EP Wealth Advisors
California
$230K +$230K +4,498 New
RJT
156
Raymond James Trust
Florida
$229K -$2.56K -50 -1%
LCM
157
LVM Capital Management
Michigan
$224K -$18.1K -354 -7%
FCI
158
Financial Counselors Inc
Kansas
$220K +$220K +4,308 New
BP
159
Banyan Partners
Florida
$212K +$212K +4,152 New
EWM
160
Evercore Wealth Management
New York
$172K – – –
WT
161
Whittier Trust
California
$169K -$13.6K -266 -7%
RIA
162
Regal Investment Advisors
Michigan
$167K -$3.37K -66 -2%
SMA
163
Simply Money Advisors
Ohio
$147K +$147K +2,868 New
BPBT
164
Boston Private Bank & Trust
Massachusetts
$142K -$30.8K -600 -18%
HNB
165
Huntington National Bank
Ohio
$142K -$60K – –
MCM
166
Manchester Capital Management
Vermont
$128K – – –
MAA
167
Managed Account Advisors
New Jersey
$125K +$5.4K +106 +5%
FHA
168
First Horizon Advisors
Tennessee
$120K +$120K +2,362 New
RFA
169
Reilly Financial Advisors
California
$114K -$7.83K -152 -6%
Parallax Volatility Advisers
170
Parallax Volatility Advisers
California
$98K +$98K +1,926 New
TWA
171
TCI Wealth Advisors
Arizona
$74K – – –
MWP
172
MYCIO Wealth Partners
Pennsylvania
$74K +$306 +6 +0.4%
DSC
173
Duncker Streett & Co
Missouri
$71K – – –
SFS
174
Signator Financial Services
Massachusetts
$67K – – –
ECM
175
Exchange Capital Management
Michigan
$60K +$41.7K +820 +228%
5 6
7
8 9