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

314 hedge funds and large institutions have $2.02B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 93 reducing their positions, and 15 closing their positions.

Holders
314
Holders Change
+26
Holders Change %
+9.03%
% of All Funds
8.39%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.59%
New
44
Increased
120
Reduced
93
Closed
15
Calls
$5.44M
Puts
$12.2M
Net Calls
-$6.74M
Net Calls Change
-$4.13M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$20.5M
2
FIG
2
FundX Investment Group
California
$17.1M
3
AP
3
Advisors Preferred
Maryland
$9.37M
4
SIA
4
Spruce Investment Advisors
Connecticut
$9.28M
5
Ameriprise
5
Ameriprise
Minnesota
$8.19M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$367M
2
PFG
2
Piershale Financial Group
Illinois
$0
3
LPL Financial
3
LPL Financial
California
$43.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$201M
5
TSWM
5
Triangle Securities Wealth Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$367M 3,138,373 -409,517 -12%
Morgan Stanley
2
Morgan Stanley
New York
$201M 1,719,344 -91,612 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$123M 1,054,858 +49,702 +5%
PS
4
Portfolio Solutions
Michigan
$118M 1,013,290 -11,634 -1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$111M 949,739 -4,925 -0.5%
Bank of America
6
Bank of America
North Carolina
$91.9M 786,282 +4,002 +0.5%
UBS Group
7
UBS Group
Switzerland
$55.4M 474,422 +5,180 +1%
M&T Bank
8
M&T Bank
New York
$50.1M 428,813 +13,746 +3%
LPL Financial
9
LPL Financial
California
$43.8M 378,114 -173,299 -31%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$38.1M 325,790 +36,309 +13%
UCFA
11
United Capital Financial Advisors
Texas
$37.9M 324,304 +30,230 +10%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$36.6M 313,356 +38,368 +14%
CPO
13
Cerity Partners OCIO
New York
$22.2M 192,901 -13,695 -7%
Bessemer Group
14
Bessemer Group
New Jersey
$20.5M 175,540 +175,540 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$20M 170,830 +27,432 +19%
Stifel Financial
16
Stifel Financial
Missouri
$18.5M 158,636 +11,774 +8%
PA
17
Probity Advisors
Texas
$18.4M 157,643 +157,643 New
FIG
18
FundX Investment Group
California
$17.1M 146,614 +146,614 New
PFM
19
Phillips Financial Management
Indiana
$16.8M 137,759 -1,683 -1%
GIA
20
GHP Investment Advisors
Colorado
$16.3M 139,901 -2,815 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$15.1M 129,196 +4,305 +3%
NFG
22
Noven Financial Group
Colorado
$15M 128,691 +3,433 +3%
B
23
Bailard
California
$14.1M 121,038 +6,227 +5%
Citigroup
24
Citigroup
New York
$13.2M 112,971 -1,343 -1%
SMA
25
Simply Money Advisors
Ohio
$13.1M 112,082 -22,037 -16%
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