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

225 hedge funds and large institutions have $1.46B invested in iShares S&P Small-Cap 600 Value ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 91 increasing their positions, 76 reducing their positions, and 17 closing their positions.

Holders
225
Holders Change
-6
Holders Change %
-2.6%
% of All Funds
6.53%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.35%
New
15
Increased
91
Reduced
76
Closed
17
Calls
$15.3M
Puts
$730K
Net Calls
+$14.6M
Net Calls Change
-$18.1M

Top Buyers

1
M&T Bank
1
M&T Bank
New York
$46.4M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$91.7M
3
CS
3
Credit Suisse
Switzerland
$17.3M
4
LPL Financial
4
LPL Financial
California
$34M
5
Wells Fargo
5
Wells Fargo
California
$348M

Top Sellers

1
NPC
1
National Planning Corporation
California
$1.84M
2
TH
2
Timber Hill
Connecticut
$2.92M
3
LFG
3
LifePlan Financial Group
Ohio
$2.62M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
PWAG
5
Polaris Wealth Advisory Group
California
$15.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$348M 3,240,495 +56,878 +2%
Morgan Stanley
2
Morgan Stanley
New York
$146M 1,360,969 +19,884 +1%
PS
3
Portfolio Solutions
Michigan
$108M 1,004,915 +8,743 +0.9%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$91.7M 854,640 +103,256 +14%
Bank of America
5
Bank of America
North Carolina
$76.8M 715,841 +22,211 +3%
M&T Bank
6
M&T Bank
New York
$46.4M 432,902 +431,898 +43,018%
LPL Financial
7
LPL Financial
California
$34M 321,002 +78,286 +32%
Citigroup
8
Citigroup
New York
$28.2M 262,545 +75 +0%
U
9
UBS
Switzerland
$28.1M 261,454 -31,745 -11%
CPO
10
Cerity Partners OCIO
New York
$26.8M 249,556 +13,513 +6%
FHB
11
First Hawaiian Bank
Hawaii
$21.8M 202,861 +2,272 +1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$21.1M 196,308 -851 -0.4%
UCFA
13
United Capital Financial Advisors
Texas
$18.9M 176,131 -1,411 -0.8%
CS
14
Credit Suisse
Switzerland
$17.3M 161,170 +98,078 +155%
PWAG
15
Polaris Wealth Advisory Group
California
$15.9M 147,933 -56,461 -28%
GIA
16
GHP Investment Advisors
Colorado
$15.5M 144,513 +961 +0.7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$14.9M 138,565 -29,014 -17%
SMA
18
Simply Money Advisors
Ohio
$14.6M 136,271 +2,795 +2%
Stifel Financial
19
Stifel Financial
Missouri
$13.1M 121,968 +9,435 +8%
PFM
20
Phillips Financial Management
Indiana
$12.6M 121,843 +593 +0.5%
CNB
21
City National Bank
California
$11.9M 111,193 +4,433 +4%
Truist Financial
22
Truist Financial
North Carolina
$11.3M 105,366 +10,414 +11%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$10.7M 99,364 -17,073 -15%
BF
24
BOK Financial
Oklahoma
$9.79M 91,283 +779 +0.9%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$9.19M 85,634 -11,663 -12%
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