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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 %
WAM
151
Wealthspire Advisors (Maryland)
Maryland
$820K – – –
MA
152
MCF Advisors
Kentucky
$820K +$47.8K +818 +6%
PFA
153
Pure Financial Advisors
California
$810K +$133K +2,280 +20%
Northern Trust
154
Northern Trust
Illinois
$802K -$187K -3,206 -19%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$802K +$48.2K +826 +6%
TNB
156
Thomasville National Bank
Georgia
$790K +$354K +6,064 +81%
Jane Street
157
Jane Street
New York
$772K -$730K -12,482 -49%
SWP
158
Stratos Wealth Partners
Ohio
$763K +$274K +4,692 +56%
TCM
159
Telos Capital Management
California
$762K +$762K +13,050 New
OC
160
Oppenheimer & Co
New York
$757K +$757K +12,964 New
MLIC
161
Mandatum Life Insurance Company
Finland
$756K – – –
1GA
162
1st Global Advisors
Texas
$747K -$6.66K -114 -0.9%
FIM
163
Freedom Investment Management
Connecticut
$733K +$45.4K +776 +7%
NL
164
NWAM LLC
Washington
$706K +$219K +3,760 +45%
GIM
165
Goelzer Investment Management
Indiana
$704K – – –
Barclays
166
Barclays
United Kingdom
$690K +$688K +11,784 +34,659%
IA
167
Independence Advisors
Pennsylvania
$686K +$686K +11,738 New
VWM
168
Vector Wealth Management
Minnesota
$671K – – –
MCM
169
MAI Capital Management
Ohio
$667K +$55K +942 +9%
SI
170
Stephens Inc
Arkansas
$665K +$665K +11,380 New
PWLP
171
Prio Wealth Limited Partnership
Massachusetts
$651K +$16K +274 +3%
IA
172
IFP Advisors
Florida
$649K +$216K +3,700 +50%
CBU
173
CIBC Bank USA
Illinois
$637K +$125K +2,140 +24%
BHWM
174
Bar Harbor Wealth Management
New Hampshire
$623K -$40.1K -686 -6%
RPG
175
Risk Paradigm Group
Texas
$600K -$878K -15,030 -59%
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