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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.

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
1
Wells Fargo
California
$370M
2
SMA
2
Simply Money Advisors
Ohio
$27M
3
CPSAC
3
Chas P. Smith & Associates (CPS)
Florida
$21.4M
4
LI
4
LVZ Inc
Michigan
$7.83M
5
AP
5
Advisors Preferred
Maryland
$7.28M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$264K
2
PWAG
2
Polaris Wealth Advisory Group
California
$9.49M
3
NPC
3
National Planning Corporation
California
$3.37M
4
TU
4
TDAM USA
Ontario, Canada
$0
5
PS
5
Portfolio Solutions
Michigan
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$370M 3,326,579 +616,276 +23%
Morgan Stanley
2
Morgan Stanley
New York
$148M 1,331,638 +14,032 +1%
PS
3
Portfolio Solutions
Michigan
$114M 1,026,404 -38,492 -4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$79.5M 714,831 +5,521 +0.8%
Bank of America
5
Bank of America
North Carolina
$77.8M 699,493 -31,099 -4%
LPL Financial
6
LPL Financial
California
$38.8M 348,426 +7,926 +2%
U
7
UBS
Switzerland
$33.1M 297,491 +18,289 +7%
Citigroup
8
Citigroup
New York
$29.1M 260,775 +1,812 +0.7%
WT
9
Wilmington Trust
Delaware
$28.6M 257,038 +59,559 +30%
SMA
10
Simply Money Advisors
Ohio
$27M 242,855 +241,421 +16,835%
CPO
11
Cerity Partners OCIO
New York
$23M 206,361 +12,166 +6%
FHB
12
First Hawaiian Bank
Hawaii
$21.9M 196,911 +13,671 +7%
CPSAC
13
Chas P. Smith & Associates (CPS)
Florida
$21.4M 192,154 +128,536 +202%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$16.9M 152,059 +13,187 +9%
GIA
15
GHP Investment Advisors
Colorado
$15.8M 141,749 -1,069 -0.7%
WTNA
16
Wilmington Trust National Association
Delaware
$14.7M 132,543 +31,054 +31%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$14.7M 131,899 +8,109 +7%
PFM
18
Phillips Financial Management
Indiana
$13.2M 119,045 -1,838 -2%
GT
19
Greenleaf Trust
Michigan
$13M 117,059 +1,517 +1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$12.7M 114,279 +54,796 +92%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$11.7M 105,093 +157 +0.1%
FIG
22
FundX Investment Group
California
$10.1M 90,955 -10,800 -11%
TF
23
Tompkins Financial
New York
$9.58M 86,125 -13,076 -13%
PWAG
24
Polaris Wealth Advisory Group
California
$9.49M 85,327 -67,392 -44%
BF
25
BOK Financial
Oklahoma
$9.44M 84,836 -1,115 -1%
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