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

369 hedge funds and large institutions have $2.48B invested in iShares S&P Small-Cap 600 Value ETF in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 135 increasing their positions, 114 reducing their positions, and 24 closing their positions.

Holders
369
Holders Change
+10
Holders Change %
+2.79%
% of All Funds
9.2%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.72%
New
36
Increased
135
Reduced
114
Closed
24
Calls
$1.72M
Puts
$8.06M
Net Calls
-$6.34M
Net Calls Change
+$1.61M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$154M
2
PI
2
PineBridge Investments
New York
$66.8M
3
SMA
3
Simply Money Advisors
Ohio
$24.9M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$64M
5
Morgan Stanley
5
Morgan Stanley
New York
$255M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$41.3M
2
Bessemer Group
2
Bessemer Group
New Jersey
$0
3
PL
3
Polianta Ltd
Jersey
$0
4
AWM
4
Affinity Wealth Management
Delaware
$260K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$255M 1,838,238 +76,472 +4%
Wells Fargo
2
Wells Fargo
California
$237M 1,712,268 -20,313 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$170M 1,223,547 +71,675 +6%
Bank of America
4
Bank of America
North Carolina
$154M 1,109,095 +191,289 +21%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$143M 1,034,639 +17,094 +2%
PS
6
Portfolio Solutions
Michigan
$120M 862,467 -39,530 -4%
UBS Group
7
UBS Group
Switzerland
$74.7M 538,847 +15,347 +3%
PI
8
PineBridge Investments
New York
$66.8M 481,556 +110,400 +30%
M&T Bank
9
M&T Bank
New York
$64.7M 466,809 -3,878 -0.8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$64M 461,554 +77,666 +20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$47.5M 342,573 -379 -0.1%
UCFA
12
United Capital Financial Advisors
Texas
$47.1M 339,886 -1,251 -0.4%
LPL Financial
13
LPL Financial
California
$41.3M 304,009 -255,187 -46%
Stifel Financial
14
Stifel Financial
Missouri
$31.5M 226,096 +28,390 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$25.1M 180,867 +2,585 +1%
SMA
16
Simply Money Advisors
Ohio
$24.9M 179,254 +97,299 +119%
CPO
17
Cerity Partners OCIO
New York
$24.4M 176,702 -12,066 -6%
NFG
18
Noven Financial Group
Colorado
$20.6M 148,626 +224 +0.2%
PA
19
Probity Advisors
Texas
$20.6M 148,449 -4,048 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$20.1M 145,259 -25,594 -15%
B
21
Bailard
California
$18.9M 136,210 +1,667 +1%
FIG
22
FundX Investment Group
California
$18.8M 135,821 +3,442 +3%
GIA
23
GHP Investment Advisors
Colorado
$18.5M 133,714 -2,108 -2%
PFM
24
Phillips Financial Management
Indiana
$18.1M 135,004 +292 +0.2%
KeyBank National Association
25
KeyBank National Association
Ohio
$17M 122,363 +2,209 +2%
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