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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 %
WA
176
WFG Advisors
Texas
$59K +$11.3K +220 +24%
FBT
177
Founders Bank & Trust
Michigan
$49K +$15.8K +312 +48%
EFSCE
178
Enterprise Financial Services Corp (EFSC)
Missouri
$48K – – –
EK
179
Evensky & Katz
Florida
$48K +$101 +2 +0.2%
Deutsche Bank
180
Deutsche Bank
Germany
$48K +$24K +484 +100%
AC
181
Alexandria Capital
Virginia
$45K – – –
WRM
182
Westport Resources Management
Connecticut
$43K – – –
SHWM
183
Smith & Howard Wealth Management
Georgia
$31K +$31K +600 New
CDIA
184
Capital Directions Investment Advisors
Georgia
$29K – – –
BFEC
185
Benjamin F. Edwards & Company
Missouri
$27K -$14.9K -292 -36%
ST
186
Smithfield Trust
Pennsylvania
$26K +$26K +500 New
EWM
187
Elite Wealth Management
Washington
$19K +$19K +368 New
HR
188
Howe & Rusling
New York
$16K +$4K +80 +33%
OIA
189
Optimum Investment Advisors
Illinois
$16K +$16K +320 New
JA
190
JOYN Advisors
Georgia
$13K +$13K +262 New
BWFA
191
Baltimore-Washington Financial Advisors
Maryland
$11K – – –
FNBT
192
FineMark National Bank & Trust
Florida
$10K – – –
DWA
193
Dorsey Wright & Associates
California
$9.03K +$2.29K +58,562 +34%
WC
194
Whitnell & Co
Illinois
$9K – – –
Bessemer Group
195
Bessemer Group
New Jersey
$8K – – –
CTC
196
Central Trust Company
Missouri
$7K – – –
PSI
197
Pinnacle Summer Investments
Virginia
$5K – – –
PAS
198
Partnervest Advisory Services
California
$3K – – –
IWC
199
Integrated Wealth Counsel
California
$1.53K +$1.53K +30 New
Rafferty Asset Management
200
Rafferty Asset Management
New York
– -$10.9M -234,000 Closed
5 6 7
8
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