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

288 hedge funds and large institutions have $1.93B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 91 reducing their positions, and 25 closing their positions.

Holders
288
Holders Change
+9
Holders Change %
+3.23%
% of All Funds
7.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.51%
New
37
Increased
106
Reduced
91
Closed
25
Calls
$3.02M
Puts
$5.63M
Net Calls
-$2.61M
Net Calls Change
-$4.8M

Top Buyers

1
PFG
1
Piershale Financial Group
Illinois
$25.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$114M
3
Morgan Stanley
3
Morgan Stanley
New York
$205M
4
NFG
4
Noven Financial Group
Colorado
$14.2M
5
B
5
Bailard
California
$13M

Top Sellers

1
CG
1
Colony Group
Massachusetts
$1.83M
2
PWAG
2
Polaris Wealth Advisory Group
California
$0
3
Citigroup
3
Citigroup
New York
$13M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$1.95M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$402M 3,547,890 -34,019 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$205M 1,810,956 +139,597 +8%
PS
3
Portfolio Solutions
Michigan
$116M 1,024,924 +22,692 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$114M 1,005,156 +183,296 +22%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$108M 954,664 +24,960 +3%
Bank of America
6
Bank of America
North Carolina
$88.6M 782,280 +27,906 +4%
LPL Financial
7
LPL Financial
California
$60.9M 551,413 +96,679 +21%
UBS Group
8
UBS Group
Switzerland
$53.2M 469,242 -3,225 -0.7%
M&T Bank
9
M&T Bank
New York
$47M 415,067 +93,876 +29%
UCFA
10
United Capital Financial Advisors
Texas
$33.3M 294,074 +39,948 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$32.8M 289,481 +23,509 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$31.2M 274,988 +2,035 +0.7%
PFG
13
Piershale Financial Group
Illinois
$25.5M 225,046 +225,046 New
CPO
14
Cerity Partners OCIO
New York
$23.4M 206,596 +4,695 +2%
Stifel Financial
15
Stifel Financial
Missouri
$16.6M 146,862 -350 -0.2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$16.3M 143,398 +40,435 +39%
GIA
17
GHP Investment Advisors
Colorado
$16.2M 142,716 -310 -0.2%
PFM
18
Phillips Financial Management
Indiana
$15.8M 139,442 +6,102 +5%
SMA
19
Simply Money Advisors
Ohio
$15.2M 134,119 -6,897 -5%
NFG
20
Noven Financial Group
Colorado
$14.2M 125,258 +120,861 +2,749%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$14.2M 124,891 -5,826 -4%
B
22
Bailard
California
$13M 114,811 +114,811 New
Citigroup
23
Citigroup
New York
$13M 114,314 -101,553 -47%
FHB
24
First Hawaiian Bank
Hawaii
$12.9M 113,875 -4,543 -4%
Truist Financial
25
Truist Financial
North Carolina
$12.7M 111,952 -2,369 -2%
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