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

266 hedge funds and large institutions have $1.64B invested in iShares S&P Small-Cap 600 Value ETF in 2015 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 78 reducing their positions, and 20 closing their positions.

Holders
266
Holders Change
+8
Holders Change %
+3.1%
% of All Funds
7.43%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.39%
New
29
Increased
101
Reduced
78
Closed
20
Calls
$2.45M
Puts
$1.79M
Net Calls
+$660K
Net Calls Change
+$82K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$9.77M
2
TSWM
2
Triangle Securities Wealth Management
North Carolina
$5.86M
3
Morgan Stanley
3
Morgan Stanley
New York
$165M
4
UBS Group
4
UBS Group
Switzerland
$45.8M
5
TFA
5
Transamerica Financial Advisors
Florida
$3.88M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$73.8M
2
NPC
2
National Planning Corporation
California
$545K
3
LPL Financial
3
LPL Financial
California
$16.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$53.8M
5
DWM
5
Destination Wealth Management
California
$506K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$400M 7,638,020 -48,092 -0.6%
Morgan Stanley
2
Morgan Stanley
New York
$165M 3,152,062 +96,558 +3%
PS
3
Portfolio Solutions
Michigan
$105M 1,999,702 -26,336 -1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$97.4M 1,859,244 +16,298 +0.9%
Bank of America
5
Bank of America
North Carolina
$73.8M 1,409,098 -361,654 -20%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$53.8M 1,025,864 -184,008 -15%
UBS Group
7
UBS Group
Switzerland
$45.8M 873,718 +81,960 +10%
M&T Bank
8
M&T Bank
New York
$35.6M 678,646 +31,158 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.1M 498,784 +22,992 +5%
UCFA
10
United Capital Financial Advisors
Texas
$25.6M 488,252 +20,500 +4%
Citigroup
11
Citigroup
New York
$22.8M 436,082 -93,838 -18%
CPO
12
Cerity Partners OCIO
New York
$21M 399,822 +240 +0.1%
Stifel Financial
13
Stifel Financial
Missouri
$17.1M 325,650 +31,194 +11%
LPL Financial
14
LPL Financial
California
$16.9M 310,996 -241,516 -44%
GIA
15
GHP Investment Advisors
Colorado
$15M 285,788 +3,092 +1%
SMA
16
Simply Money Advisors
Ohio
$14.7M 280,108 +1,262 +0.5%
PWAG
17
Polaris Wealth Advisory Group
California
$14.5M 276,838 -2,918 -1%
CNB
18
City National Bank
California
$14.4M 275,192 +18,942 +7%
PFG
19
Piershale Financial Group
Illinois
$14M 267,130 +58,804 +28%
PFM
20
Phillips Financial Management
Indiana
$14M 258,146 +2,944 +1%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$13.8M 263,384 -1,262 -0.5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.4M 255,014 +31,624 +14%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$13.2M 251,056 +27,352 +12%
FHB
24
First Hawaiian Bank
Hawaii
$12.9M 246,054 -16,622 -6%
NP
25
NorthRock Partners
Minnesota
$11.7M 223,400 +41,234 +23%
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