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

188 hedge funds and large institutions have $1.19B invested in iShares S&P Small-Cap 600 Value ETF in 2013 Q2 according to their latest regulatory filings, with 188 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
188
Holders Change
+188
Holders Change %
–
% of All Funds
6.14%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
%
% of All Funds
0.62%
New
188
Increased
–
Reduced
–
Closed
–
Calls
$1.53M
Puts
$3.9M
Net Calls
-$2.36M
Net Calls Change
-$2.36M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$244M
2
Morgan Stanley
2
Morgan Stanley
New York
$129M
3
PS
3
Portfolio Solutions
Michigan
$103M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$68.7M
5
Bank of America
5
Bank of America
North Carolina
$55.8M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$244M 2,608,248 +2,608,248 New
Morgan Stanley
2
Morgan Stanley
New York
$129M 1,377,061 +1,377,061 New
PS
3
Portfolio Solutions
Michigan
$103M 1,099,850 +1,099,850 New
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$68.7M 735,342 +735,342 New
Bank of America
5
Bank of America
North Carolina
$55.8M 597,510 +597,510 New
LPL Financial
6
LPL Financial
California
$32M 342,157 +342,157 New
Citigroup
7
Citigroup
New York
$28.8M 308,067 +308,067 New
U
8
UBS
Switzerland
$23.8M 254,371 +254,371 New
WT
9
Wilmington Trust
Delaware
$20.7M 221,837 +221,837 New
CPO
10
Cerity Partners OCIO
New York
$19.2M 205,737 +205,737 New
FHB
11
First Hawaiian Bank
Hawaii
$16.6M 177,224 +177,224 New
PWAG
12
Polaris Wealth Advisory Group
California
$14M 150,231 +150,231 New
GIA
13
GHP Investment Advisors
Colorado
$13.1M 140,553 +140,553 New
JA
14
JOYN Advisors
Georgia
– – – –
PFM
15
Phillips Financial Management
Indiana
$12.1M 120,937 +120,937 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.2M 120,125 +120,125 New
Rafferty Asset Management
17
Rafferty Asset Management
New York
$10.9M 117,000 +117,000 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$10.8M 115,335 +115,335 New
GT
19
Greenleaf Trust
Michigan
$10.7M 114,767 +114,767 New
RIA
20
Rushmore Investment Advisors
Texas
$10.6M 113,242 +113,242 New
UCFA
21
United Capital Financial Advisors
Texas
$10.4M 111,611 +111,611 New
AWM
22
Affinity Wealth Management
Delaware
$10.2M 109,412 +109,412 New
WTNA
23
Wilmington Trust National Association
Delaware
$9.64M 103,188 +103,188 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$9.27M 99,155 +99,155 New
FAAS
25
First Allied Advisory Services
California
$9.19M 98,229 +98,229 New
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