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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 %
TCM
176
Telos Capital Management
California
$923K +$2.8K +40 +0.3%
MA
177
MCF Advisors
Kentucky
$916K -$2.1K -30 -0.2%
Barclays
178
Barclays
United Kingdom
$910K +$80.2K +1,146 +10%
MLIC
179
Mandatum Life Insurance Company
Finland
$907K – – –
1GA
180
1st Global Advisors
Texas
$903K -$56.6K -808 -6%
IA
181
IFP Advisors
Florida
$894K +$128K +1,826 +17%
FIM
182
Freedom Investment Management
Connecticut
$884K -$1.54K -22 -0.2%
NL
183
NWAM LLC
Washington
$852K +$7K +100 +0.8%
CCB
184
Cutter & Co Brokerage
Missouri
$846K +$846K +12,084 New
AMCA
185
Arthur M. Cohen & Associates
Illinois
$844K +$844K +12,056 New
CC
186
Cedar Capital
Illinois
$844K +$844K +12,062 New
OCM
187
One Capital Management
California
$810K +$261K +3,726 +47%
VWM
188
Vector Wealth Management
Minnesota
$804K – – –
FTS
189
Fifth Third Securities
Ohio
$798K +$798K +11,412 New
CBU
190
CIBC Bank USA
Illinois
$786K +$22.4K +320 +3%
IA
191
Independence Advisors
Pennsylvania
$784K – – –
GIM
192
Goelzer Investment Management
Indiana
$762K -$106K -1,514 -12%
SI
193
SII Investments
Wisconsin
$750K +$10.2K +146 +1%
BHWM
194
Bar Harbor Wealth Management
New Hampshire
$738K +$280 +4 +0%
ICOA
195
Investment Centers of America
North Dakota
$731K +$376K +5,356 +106%
EA
196
Elm Advisors
California
$730K +$52.5K +750 +8%
GEA
197
Glen Eagle Advisors
New Jersey
$700K +$700K +10,000 New
PGFC
198
Peapack-Gladstone Financial Corp
New Jersey
$688K -$2.8K -40 -0.4%
UWPG
199
Ullmann Wealth Partners Group
Florida
$685K +$685K +9,816 New
MSAM
200
Moloney Securities Asset Management
Missouri
$680K +$680K +9,720 New
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