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

571 hedge funds and large institutions have $4.05B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 127 increasing their positions, 217 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+95
Holders Change %
+19.96%
% of All Funds
10.13%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
131
Increased
127
Reduced
217
Closed
27
Calls
$2.58M
Puts
$1.44M
Net Calls
+$1.14M
Net Calls Change
+$735K

Top Buyers

1
WIA
World Investment Advisors
California
+$31.7M
2
Stifel Financial
Stifel Financial
Missouri
+$24.9M
3
HWA
Heartwood Wealth Advisors
Virginia
+$17.4M
4
Wells Fargo
Wells Fargo
California
+$16.6M
5
Morgan Stanley
Morgan Stanley
New York
+$14.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$68.9M
2
UCFA
United Capital Financial Advisors
Texas
-$20.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.2M
4
PS
Portfolio Solutions
Michigan
-$8.84M
5
MCG
MACRO Consulting Group
New Jersey
-$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
276
JNBA Financial Advisors
Minnesota
$749K +$33.6K +414 +5%
MG
277
Mather Group
Illinois
$739K -$12.1K -149 -2%
AWM
278
AE Wealth Management
Kansas
$738K -$1.08M -13,284 -59%
RHBC
279
R.H. Bluestein & Co
Michigan
$736K +$293K +3,606 +66%
HNB
280
Huntington National Bank
Ohio
$731K -$509K – –
LNC
281
Lincoln National Corp
Pennsylvania
$718K +$20.7K +255 +3%
MSAM
282
Moloney Securities Asset Management
Missouri
$704K +$10.1K +124 +1%
CAL
283
Capital Analysts LLC
Pennsylvania
$698K +$42.5K +523 +6%
NP
284
NorthRock Partners
Minnesota
$694K -$600K -7,382 -46%
SI
285
Stephens Inc
Arkansas
$689K -$268K -3,301 -28%
EA
286
Elm Advisors
California
$655K -$254K -3,125 -28%
AFA
287
American Financial Advisors
Georgia
$642K +$4.88K +60 +0.8%
HA
288
Harborview Advisors
Maine
$636K -$28.2K -347 -4%
SC
289
Schoolcraft Capital
Colorado
$625K – – –
NS
290
Newman & Schimel
Illinois
$619K +$619K +7,616 New
CPSAC
291
Chas P. Smith & Associates (CPS)
Florida
$618K -$87.8K -1,079 -12%
NWM
292
Northwest Wealth Management
Iowa
$611K -$56.8K -699 -9%
CFGS
293
Concourse Financial Group Securities
Alabama
$609K -$37.2K -457 -6%
HSWM
294
Hubbell Strickland Wealth Management
Louisiana
$601K -$313K -3,845 -34%
TFS
295
TrustCore Financial Services
Tennessee
$594K +$55.8K +686 +10%
SAM
296
Sequent Asset Management
Texas
$590K +$590K +7,255 New
AFC
297
AFT Forsyth & Company
Florida
$584K +$5.28K +65 +0.9%
PAMG
298
Patton Albertson Miller Group
Tennessee
$583K -$16.9K -180 -3%
CHC
299
City Holding Co
West Virginia
$579K -$97.1K -1,195 -14%
AWE
300
Avidian Wealth Enterprises
Texas
$574K +$278K +3,423 +94%
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12
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