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

225 hedge funds and large institutions have $1.46B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-6
Holders Change %
-2.6%
% of All Funds
6.53%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.35%
New
15
Increased
91
Reduced
76
Closed
17
Calls
$15.3M
Puts
$730K
Net Calls
+$14.6M
Net Calls Change
-$18.1M

Top Buyers

1
M&T Bank
M&T Bank
New York
$46.4M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$91.7M
3
CS
Credit Suisse
Switzerland
$17.3M
4
LPL Financial
LPL Financial
California
$34M
5
Wells Fargo
Wells Fargo
California
$348M

Top Sellers

1
NPC
National Planning Corporation
California
$1.84M
2
TH
Timber Hill
Connecticut
$2.92M
3
LFG
LifePlan Financial Group
Ohio
$2.62M
4
PFG
Piershale Financial Group
Illinois
$0
5
PWAG
Polaris Wealth Advisory Group
California
$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
201
Independent Portfolio Consultants
Florida
$46K – – –
WRM
202
Westport Resources Management
Connecticut
$45K – – –
EFSCE
203
Enterprise Financial Services Corp (EFSC)
Missouri
$45K – – –
EWM
204
Evercore Wealth Management
New York
$42K – – –
CDIA
205
Capital Directions Investment Advisors
Georgia
$35K +$2.4K +42 +7%
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$34K – – –
EIM
207
Emerson Investment Management
Massachusetts
$32K +$32K +604 New
GAM
208
Gemmer Asset Management
California
$29K – – –
ST
209
Smithfield Trust
Pennsylvania
$27K – – –
LWM
210
LBA Wealth Management
Florida
$27K +$13K +242 +92%
TDC
211
Thompson Davis & Co
Virginia
$22K +$22K +402 New
JWA
212
JFS Wealth Advisors
Pennsylvania
$20K – – –
EWM
213
Elite Wealth Management
Washington
$20K – – –
HR
214
Howe & Rusling
New York
$17K – – –
OIA
215
Optimum Investment Advisors
Illinois
$17K – – –
MAS
216
Madden Advisory Services
Florida
$16K +$16K +304 New
LNB
217
Ledyard National Bank
$15K – – –
FNBT
218
FineMark National Bank & Trust
Florida
$13K – – –
CTC
219
Central Trust Company
Missouri
$12K – – –
BWFA
220
Baltimore-Washington Financial Advisors
Maryland
$12K – – –
WC
221
Whitnell & Co
Illinois
$9K – – –
PMFA
222
Plante Moran Financial Advisors
Michigan
$7K +$7K +130 New
LWA
223
Lenox Wealth Advisors
New York
$5K – – –
WA
224
WealthTrust-Arizona
Arizona
$4K +$4K +66 New
PIA
225
Peachtree Investment Advisors
Georgia
$2K +$2K +44 New
6 7 8
9
10