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iShares S&P Small-Cap 600 Value ETF

359 hedge funds and large institutions have $2.46B invested in iShares S&P Small-Cap 600 Value ETF in 2016 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 117 increasing their positions, 118 reducing their positions, and 29 closing their positions.

Holders
359
Holders Change
+27
Holders Change %
+8.13%
% of All Funds
8.99%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.85%
New
61
Increased
117
Reduced
118
Closed
29
Calls
$1.47M
Puts
$9.42M
Net Calls
-$7.95M
Net Calls Change
+$7.18M
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$247M 1,761,766 +105,124 +6%
Wells Fargo
2
Wells Fargo
California
$243M 1,732,581 -948,007 -35%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$161M 1,151,872 +45,250 +4%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$142M 1,017,545 -14,062 -1%
Bank of America
5
Bank of America
North Carolina
$129M 917,806 +95,847 +12%
PS
6
Portfolio Solutions
Michigan
$126M 901,997 -87,983 -9%
LPL Financial
7
LPL Financial
California
$78.9M 559,196 +86,412 +18%
UBS Group
8
UBS Group
Switzerland
$73.3M 523,500 +56,067 +12%
M&T Bank
9
M&T Bank
New York
$65.9M 470,687 +27,379 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$53.7M 383,888 +53,844 +16%
PI
11
PineBridge Investments
New York
$52M 371,156 +371,156 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$48M 342,952 -116 -0%
UCFA
13
United Capital Financial Advisors
Texas
$47.8M 341,137 -1,768 -0.5%
Stifel Financial
14
Stifel Financial
Missouri
$27.9M 197,706 +2,289 +1%
CPO
15
Cerity Partners OCIO
New York
$26.4M 188,768 -2,668 -1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$25M 178,282 +9,758 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$23.9M 170,853 -10,926 -6%
PA
18
Probity Advisors
Texas
$21.4M 152,497 +97,393 +177%
NFG
19
Noven Financial Group
Colorado
$20.8M 148,402 -119,871 -45%
GIA
20
GHP Investment Advisors
Colorado
$19M 135,822 -2,310 -2%
PFM
21
Phillips Financial Management
Indiana
$19M 134,712 -1,514 -1%
B
22
Bailard
California
$18.8M 134,543 +5,730 +4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$18.7M 133,251 +133,251 New
FIG
24
FundX Investment Group
California
$18.5M 132,379 -20,299 -13%
KeyBank National Association
25
KeyBank National Association
Ohio
$16.8M 120,154 -3,342 -3%