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

227 hedge funds and large institutions have $1.53B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+29
Holders Change %
+14.65%
% of All Funds
6.59%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.55%
New
42
Increased
72
Reduced
75
Closed
9
Calls
$16.8M
Puts
$8.48M
Net Calls
+$8.3M
Net Calls Change
+$9.73M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$370M
2
SMA
Simply Money Advisors
Ohio
$27M
3
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$21.4M
4
LMIM
Lockheed Martin Investment Management
Maryland
$7.07M
5
WT
Wilmington Trust
Delaware
$28.6M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
$264K
2
PWAG
Polaris Wealth Advisory Group
California
$9.49M
3
NPC
National Planning Corporation
California
$3.37M
4
TU
TDAM USA
Ontario, Canada
$0
5
PS
Portfolio Solutions
Michigan
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EP Wealth Advisors
California
$243K -$7.12K -128 -3%
VF
177
Virtu Financial
New York
$242K +$242K +4,344 New
KFS
178
KMS Financial Services
Washington
$242K +$242K +4,358 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$235K -$119K -2,142 -34%
BP
180
Banyan Partners
Florida
$231K – – –
PMG
181
ProVise Management Group
Florida
$215K +$215K +3,870 New
HCM
182
Hollencrest Capital Management
California
$209K +$209K +3,756 New
MGIA
183
Moneta Group Investment Advisors
Missouri
$209K +$209K +3,760 New
KCM
184
Kanawha Capital Management
Virginia
$209K +$209K +3,760 New
WAM
185
Weatherly Asset Management
California
$207K +$207K +3,724 New
CCM
186
Coldstream Capital Management
Washington
$200K +$200K +3,600 New
EWM
187
Evercore Wealth Management
New York
$190K – – –
RIA
188
Regal Investment Advisors
Michigan
$185K +$3.55K +64 +2%
HNB
189
Huntington National Bank
Ohio
$158K -$142K – –
WT
190
Whittier Trust
California
$155K -$29.8K -534 -16%
BPBT
191
Boston Private Bank & Trust
Massachusetts
$154K – – –
MCM
192
Manchester Capital Management
Vermont
$140K – – –
MAA
193
Managed Account Advisors
New Jersey
$130K -$6.81K -122 -5%
FHA
194
First Horizon Advisors
Tennessee
$129K -$109 -2 -0.1%
RFA
195
Reilly Financial Advisors
California
$117K -$6.71K -120 -5%
PAS
196
Partnervest Advisory Services
California
$115K +$112K +2,020 +4,040%
MWP
197
MYCIO Wealth Partners
Pennsylvania
$81K +$444 +8 +0.6%
FBT
198
Founders Bank & Trust
Michigan
$81K +$30.8K +592 +61%
TWA
199
TCI Wealth Advisors
Arizona
$80K – – –
DSC
200
Duncker Streett & Co
Missouri
$78K – – –
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8
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