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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 $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 86 reducing their positions, and 18 closing their positions.

Holders
227
Holders Change
–
Holders Change %
0%
% of All Funds
6.56%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.43%
New
18
Increased
82
Reduced
86
Closed
18
Calls
$25.7M
Puts
$5.53M
Net Calls
+$20.1M
Net Calls Change
+$11.8M

Top Buyers

1
UCFA
1
United Capital Financial Advisors
Texas
$18.9M
2
Wells Fargo
2
Wells Fargo
California
$390M
3
NPC
3
National Planning Corporation
California
$11.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$8.15M
5
IFS
5
Ifrah Financial Services
Arkansas
$5.81M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$62.9M
2
FIG
2
FundX Investment Group
California
$0
3
AP
3
Advisors Preferred
Maryland
$3.52M
4
Franklin Resources
4
Franklin Resources
California
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$875K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$390M 3,440,597 +114,018 +3%
Morgan Stanley
2
Morgan Stanley
New York
$153M 1,352,525 +20,887 +2%
PS
3
Portfolio Solutions
Michigan
$115M 1,012,029 -14,375 -1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$83.7M 737,348 +22,517 +3%
Bank of America
5
Bank of America
North Carolina
$62.9M 554,640 -144,853 -21%
LPL Financial
6
LPL Financial
California
$41.8M 368,811 +20,385 +6%
U
7
UBS
Switzerland
$32.3M 284,540 -12,951 -4%
WT
8
Wilmington Trust
Delaware
$30M 264,163 +7,125 +3%
Citigroup
9
Citigroup
New York
$29.8M 262,733 +1,958 +0.8%
SMA
10
Simply Money Advisors
Ohio
$28.8M 254,280 +11,425 +5%
CPO
11
Cerity Partners OCIO
New York
$25.8M 227,454 +21,093 +10%
FHB
12
First Hawaiian Bank
Hawaii
$22.4M 197,274 +363 +0.2%
CPSAC
13
Chas P. Smith & Associates (CPS)
Florida
$21.4M 188,275 -3,879 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$20.6M 181,321 +29,262 +19%
UCFA
15
United Capital Financial Advisors
Texas
$18.9M 166,814 +164,438 +6,921%
GIA
16
GHP Investment Advisors
Colorado
$16M 140,886 -863 -0.6%
WTNA
17
Wilmington Trust National Association
Delaware
$15.1M 132,962 +419 +0.3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$14.8M 130,647 +16,368 +14%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$14.7M 129,255 -2,644 -2%
PFM
20
Phillips Financial Management
Indiana
$13.2M 118,725 -320 -0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.4M 109,499 +4,406 +4%
Stifel Financial
22
Stifel Financial
Missouri
$12.1M 106,821 +106,821 New
NPC
23
National Planning Corporation
California
$11.8M 102,759 +72,486 +239%
CNB
24
City National Bank
California
$11.4M 100,601 +19,267 +24%
GT
25
Greenleaf Trust
Michigan
$10.8M 95,383 -21,676 -19%
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