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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$277M 2,710,303 +102,055 +4%
Morgan Stanley
2
Morgan Stanley
New York
$135M 1,317,606 -59,455 -4%
PS
3
Portfolio Solutions
Michigan
$109M 1,064,896 -34,954 -3%
Bank of America
4
Bank of America
North Carolina
$74.7M 730,592 +133,082 +22%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$72.5M 709,310 -26,032 -4%
LPL Financial
6
LPL Financial
California
$35.4M 340,500 -1,657 -0.5%
U
7
UBS
Switzerland
$28.5M 279,202 +24,831 +10%
Citigroup
8
Citigroup
New York
$26.5M 258,963 -49,104 -16%
WT
9
Wilmington Trust
Delaware
$20.2M 197,479 -24,358 -11%
CPO
10
Cerity Partners OCIO
New York
$19.9M 194,195 -11,542 -6%
FHB
11
First Hawaiian Bank
Hawaii
$18.7M 183,240 +6,016 +3%
PWAG
12
Polaris Wealth Advisory Group
California
$15.6M 152,719 +2,488 +2%
GIA
13
GHP Investment Advisors
Colorado
$14.6M 142,818 +2,265 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$14.2M 138,872 +18,747 +16%
UCFA
15
United Capital Financial Advisors
Texas
$13M 127,001 +15,390 +14%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$12.7M 123,790 +8,455 +7%
PFM
17
Phillips Financial Management
Indiana
$12.3M 120,883 -54 -0%
FAAS
18
First Allied Advisory Services
California
$12.1M 118,438 +20,209 +21%
GT
19
Greenleaf Trust
Michigan
$11.8M 115,542 +775 +0.7%
AWM
20
Affinity Wealth Management
Delaware
$11.1M 108,508 -904 -0.8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.7M 104,936 +5,781 +6%
FIG
22
FundX Investment Group
California
$10.4M 101,755 +91,255 +869%
WTNA
23
Wilmington Trust National Association
Delaware
$10.4M 101,489 -1,699 -2%
SNC
24
Stifel Nicolaus & Co
Missouri
$10.2M 100,251 +6,596 +7%
TF
25
Tompkins Financial
New York
$10.1M 99,201 +1,818 +2%
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