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

797 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 138 funds opening new positions, 245 increasing their positions, 253 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+85
Holders Change %
+11.94%
% of All Funds
11.68%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.37%
New
138
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 %
FTUS
251
Flow Traders U.S.
New York
$1.75M +$1.75M +17,016 New
PFS
252
Prospera Financial Services
Texas
$1.72M +$250K +2,422 +17%
TFG
253
Taylor Financial Group
Virginia
$1.72M +$1.72M +16,681 New
AWM
254
AE Wealth Management
Kansas
$1.71M -$280K -2,798 -14%
KWMG
255
King Wealth Management Group
Florida
$1.71M +$96.8K +939 +6%
MFC
256
Morris Financial Concepts
South Carolina
$1.7M +$41.9K +407 +3%
APWM
257
Atlas Private Wealth Management
New York
$1.7M +$130K +1,265 +8%
PWA
258
Physician Wealth Advisors
Utah
$1.69M -$9K -90 -0.5%
PFG
259
Pacific Financial Group
Washington
$1.69M +$45K +437 +3%
CSWM
260
Cassady Schiller Wealth Management
Ohio
$1.67M -$638K -6,193 -28%
CF
261
Centaurus Financial
California
$1.61M +$1.61M +15,660 New
PSCM
262
Per Stirling Capital Management
Texas
$1.6M +$1.6M +15,546 New
PPC
263
Park Place Capital
Alabama
$1.58M -$1.32M -12,795 -46%
CIA
264
Concurrent Investment Advisors
Florida
$1.57M +$1.57M +15,279 New
HW
265
Hancock Whitney
Mississippi
$1.56M +$1.56M +15,134 New
CAM
266
Campion Asset Management
Virginia
$1.55M -$96.9K -940 -6%
JWS
267
Juncture Wealth Strategies
Arizona
$1.55M -$257K -2,491 -14%
CWM
268
Cranbrook Wealth Management
Michigan
$1.53M +$206 +2 +0%
AllianceBernstein
269
AllianceBernstein
Tennessee
$1.49M +$310K +3,012 +26%
HCA
270
Heck Capital Advisors
Wisconsin
$1.48M +$737K +7,149 +99%
CSPIA
271
Cary Street Partners Investment Advisory
Virginia
$1.48M -$213K -2,068 -13%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$1.47M -$131K -1,271 -8%
T. Rowe Price Associates
273
T. Rowe Price Associates
Maryland
$1.46M – – –
TNB
274
Thomasville National Bank
Georgia
$1.45M -$22.1K -214 -1%
TPCW
275
TD Private Client Wealth
New York
$1.44M -$107K -1,042 -7%
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