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

359 hedge funds and large institutions have $2.46B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+27
Holders Change %
+8.13%
% of All Funds
8.99%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.85%
New
61
Increased
117
Reduced
118
Closed
29
Calls
$1.47M
Puts
$9.42M
Net Calls
-$7.95M
Net Calls Change
+$7.18M

Top Buyers

1
PI
PineBridge Investments
New York
$52M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$18.7M
3
Morgan Stanley
Morgan Stanley
New York
$247M
4
PA
Probity Advisors
Texas
$21.4M
5
Bank of America
Bank of America
North Carolina
$129M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$243M
2
NFG
Noven Financial Group
Colorado
$20.8M
3
PS
Portfolio Solutions
Michigan
$126M
4
Bessemer Group
Bessemer Group
New Jersey
$13.4M
5
Citigroup
Citigroup
New York
$9.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
151
Stratos Wealth Partners
Ohio
$1.34M +$83.9K +1,198 +7%
Prudential Financial
152
Prudential Financial
New Jersey
$1.3M +$1.3M +18,600 New
Jane Street
153
Jane Street
New York
$1.29M +$1.29M +18,390 New
VIA
154
Vantage Investment Advisors
Pennsylvania
$1.26M +$16K +228 +1%
ADL
155
Asset Dedication LLC
California
$1.23M +$84.9K +1,212 +7%
EK
156
Evensky & Katz
Florida
$1.22M +$23.4K +334 +2%
DC
157
Davenport & Co
Virginia
$1.22M +$1.22M +17,448 New
BA
158
BKS Advisors
Michigan
$1.18M -$16.1K -230 -1%
OC
159
Oppenheimer & Co
New York
$1.14M +$108K +1,544 +10%
Nomura Asset Management
160
Nomura Asset Management
Japan
$1.12M -$280K -4,000 -20%
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$1.11M -$40K -572 -3%
BIC
162
Bridges Investment Counsel
Nebraska
$1.1M -$49K -700 -4%
ZF
163
Zhang Financial
Michigan
$1.1M -$105K -1,516 -9%
PFA
164
Pure Financial Advisors
California
$1.09M -$12K -172 -1%
ACP
165
Arcus Capital Partners
Georgia
$1.07M +$1.07M +15,238 New
MHS
166
M Holdings Securities
Oregon
$1.06M +$1.06M +15,180 New
AWA
167
Arete Wealth Advisors
Illinois
$1.06M +$29.7K +424 +3%
SI
168
Stephens Inc
Arkansas
$1.04M +$121K +1,732 +13%
CC
169
Courier Capital
New York
$1.03M – – –
SAM
170
Shamrock Asset Management
Texas
$1.02M +$274K +3,914 +37%
HNB
171
Huntington National Bank
Ohio
$979K -$628K – –
SFS
172
Sowell Financial Services
Arkansas
$970K +$970K +13,624 New
BIM
173
Bridges Investment Management
Nebraska
$963K +$71.2K +1,018 +8%
MCM
174
MAI Capital Management
Ohio
$942K +$143K +2,040 +18%
AIS
175
American Investment Services
Massachusetts
$923K -$63.7K -910 -6%
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