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

231 hedge funds and large institutions have $1.6B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 91 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
6.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.55%
New
19
Increased
91
Reduced
79
Closed
14
Calls
$34.2M
Puts
$1.48M
Net Calls
+$32.7M
Net Calls Change
+$12.6M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$80.1M
2
PWAG
2
Polaris Wealth Advisory Group
California
$23.6M
3
AWM
3
Affinity Wealth Management
Delaware
$13.1M
4
TH
4
Timber Hill
Connecticut
$12.2M
5
LFG
5
LifePlan Financial Group
Ohio
$9.78M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$367M
2
CPSAC
2
Chas P. Smith & Associates (CPS)
Florida
$2.54M
3
LPL Financial
3
LPL Financial
California
$28M
4
SMA
4
Simply Money Advisors
Ohio
$15.4M
5
DWA
5
Dorsey Wright & Associates
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$367M 3,183,617 -256,980 -7%
Morgan Stanley
2
Morgan Stanley
New York
$155M 1,341,085 -11,440 -0.8%
PS
3
Portfolio Solutions
Michigan
$115M 996,172 -15,857 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$86.7M 751,384 +14,036 +2%
Bank of America
5
Bank of America
North Carolina
$80.1M 693,630 +138,990 +25%
U
6
UBS
Switzerland
$33.8M 293,199 +8,659 +3%
WT
7
Wilmington Trust
Delaware
$31.4M 271,922 +7,759 +3%
Citigroup
8
Citigroup
New York
$30.3M 262,470 -263 -0.1%
LPL Financial
9
LPL Financial
California
$28M 242,716 -126,095 -34%
CPO
10
Cerity Partners OCIO
New York
$27.2M 236,043 +8,589 +4%
PWAG
11
Polaris Wealth Advisory Group
California
$23.6M 204,394 +117,664 +136%
FHB
12
First Hawaiian Bank
Hawaii
$23.2M 200,589 +3,315 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$22.8M 197,159 +15,838 +9%
UCFA
14
United Capital Financial Advisors
Texas
$20.5M 177,542 +10,728 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.3M 167,579 +58,080 +53%
GIA
16
GHP Investment Advisors
Colorado
$16.6M 143,552 +2,666 +2%
WTNA
17
Wilmington Trust National Association
Delaware
$15.8M 137,066 +4,104 +3%
SMA
18
Simply Money Advisors
Ohio
$15.4M 133,476 -120,804 -48%
PFM
19
Phillips Financial Management
Indiana
$13.8M 121,250 +2,525 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$13.4M 116,437 -12,818 -10%
AWM
21
Affinity Wealth Management
Delaware
$13.1M 113,696 +113,696 New
Stifel Financial
22
Stifel Financial
Missouri
$13M 112,533 +5,712 +5%
NPC
23
National Planning Corporation
California
$12.7M 109,928 +7,169 +7%
CNB
24
City National Bank
California
$12.3M 106,760 +6,159 +6%
TH
25
Timber Hill
Connecticut
$12.2M 105,850 +98,027 +1,253%
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