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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 %
SQA
276
Simon Quick Advisors
New Jersey
$1.4M – – –
GA
277
GFS Advisors
Texas
$1.4M -$8.24K -80 -0.6%
TIAA Trust, National Association
278
TIAA Trust, National Association
North Carolina
$1.4M -$54.9K -533 -4%
RC
279
Rovin Capital
Arizona
$1.39M -$551K -5,347 -28%
NL
280
NDWM LLC
California
$1.37M +$1.37M +13,269 New
TFA
281
Tobias Financial Advisors
Florida
$1.37M +$2.37K +23 +0.2%
BHIA
282
Birch Hill Investment Advisors
Massachusetts
$1.36M +$209K +2,025 +18%
ZF
283
Zhang Financial
Michigan
$1.36M -$9.9K -96 -0.7%
BFA
284
Bragg Financial Advisors
North Carolina
$1.36M -$258K -2,503 -16%
SWM
285
Spire Wealth Management
Virginia
$1.35M +$152K +1,553 +13%
AA
286
Alesco Advisors
New York
$1.34M -$28.9K -280 -2%
WTC
287
WhitTier Trust Company
Nevada
$1.34M – – –
CI
288
Conning Inc
Connecticut
$1.33M -$500K -4,850 -27%
UL
289
Unionview LLC
Washington
$1.32M +$354K +3,434 +37%
AIS
290
American Investment Services
Massachusetts
$1.31M -$14.7K -143 -1%
SFG
291
StrategIQ Financial Group
Indiana
$1.26M -$3.09K -30 -0.2%
FAIM
292
Financial Advocates Investment Management
Washington
$1.26M -$265K -2,569 -17%
FGAM
293
Financial Gravity Asset Management
Texas
$1.26M +$12.4K +85 +1%
GWM
294
Geneos Wealth Management
Colorado
$1.24M +$1.16M +11,275 +1,568%
SWP
295
Stratos Wealth Partners
Ohio
$1.23M +$157K +1,526 +15%
LNC
296
Lincoln National Corp
Pennsylvania
$1.21M +$231K +2,238 +24%
Carson Wealth (CWM LLC)
297
Carson Wealth (CWM LLC)
Nebraska
$1.18M -$52K -505 -4%
FWP
298
FAS Wealth Partners
Kansas
$1.18M +$3.2K +31 +0.3%
RB
299
Renasant Bank
Mississippi
$1.18M – – –
VCM
300
Virtue Capital Management
Tennessee
$1.18M +$20.5K +206 +2%
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