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

796 hedge funds and large institutions have $5.73B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 245 increasing their positions, 253 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+84
Holders Change %
+11.8%
% of All Funds
11.67%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
137
Increased
245
Reduced
253
Closed
45
Calls
$3.75M
Puts
$3.27M
Net Calls
+$479K
Net Calls Change
-$981K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$404M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$378M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$168M
4
Osaic Holdings
Osaic Holdings
Arizona
+$115M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69.1M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$51.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$25.4M
3
WIA
World Investment Advisors
California
-$20.9M
4
UCFA
United Capital Financial Advisors
Texas
-$20.4M
5
SAF
Smith Anglin Financial
Texas
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
226
Soltis Investment Advisors
Utah
$2.17M -$11.1K -108 -0.5%
MFG
227
Mainsail Financial Group
Washington
$2.14M +$138K +1,438 +7%
AFG
228
Atomi Financial Group
New York
$2.12M -$940K -9,122 -31%
SF
229
Summit Financial
New Jersey
$2.1M -$90.9K -882 -4%
AM
230
AGF Management
Ontario, Canada
$2.08M -$186K -1,800 -8%
BIM
231
Bridges Investment Management
Nebraska
$2.07M – – –
CAC
232
Certified Advisory Corp
Florida
$2.06M -$5.77K -56 -0.3%
SLT
233
St Louis Trust
Missouri
$2.04M +$16.5K +160 +0.8%
WP
234
WealthSource Partners
California
$2.03M -$1.96K -19 -0.1%
CCM
235
Cambridge Capital Management
Illinois
$2.01M +$2.01M +19,544 New
CCB
236
Country Club Bank
Missouri
$1.99M -$311K -2,979 -14%
MCA
237
MSH Capital Advisors
Arizona
$1.99M +$28.9K +280 +1%
CRI
238
Colonial River Investments
Virginia
$1.98M +$1.98M +19,207 New
NSB
239
Norway Savings Bank
Maine
$1.97M -$212K -2,052 -10%
Citigroup
240
Citigroup
New York
$1.94M +$94K +912 +5%
EDRIA
241
Edmonds Duncan Registered Investment Advisors
Kansas
$1.93M +$67.8K +658 +4%
ARC
242
Advisor Resource Council
Texas
$1.93M +$1.93M +18,681 New
NPFS
243
Novak & Powell Financial Services
Florida
$1.92M +$1.92M +18,620 New
HNB
244
Huntington National Bank
Ohio
$1.9M -$1.94M – –
SCA
245
Stillwater Capital Advisors
Pennsylvania
$1.87M +$18.8K +182 +1%
SAF
246
Smith Anglin Financial
Texas
$1.83M -$16.8M -162,831 -90%
IWM
247
IHT Wealth Management
Illinois
$1.8M +$268K +2,603 +18%
HMS
248
Hanseatic Management Services
New Mexico
$1.79M +$57.1K +554 +3%
FPAS
249
Focus Partners Advisor Solutions
Missouri
$1.77M -$243K -2,354 -12%
FTUS
250
Flow Traders U.S.
New York
$1.75M +$1.75M +17,016 New
8 9
10
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