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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 %
TF
301
Tompkins Financial
New York
$552K -$60.2K -740 -10%
FMI
302
Fiduciary Management Inc
Wisconsin
$552K +$552K +6,783 New
RCAG
303
Rehmann Capital Advisory Group
Michigan
$548K -$175K -2,155 -24%
RJT
304
Raymond James Trust
Florida
$546K -$46.4K -570 -8%
BA
305
Bridge Advisory
California
$545K +$545K +6,700 New
DADC
306
D.A. Davidson & Co
Montana
$539K +$8.21K +101 +2%
MWM
307
Mission Wealth Management
California
$533K +$32.1K +394 +6%
EWA
308
EP Wealth Advisors
California
$524K -$30.9K -380 -6%
RDFA
309
Ritter Daniher Financial Advisory
Ohio
$522K +$522K +6,426 New
GG
310
Gofen & Glossberg
Illinois
$513K – – –
CFFP
311
Center for Financial Planning
Michigan
$513K – – –
NF
312
Nikulski Financial
Iowa
$513K +$22.8K +280 +5%
APWM
313
Atlas Private Wealth Management
New York
$503K +$36.9K +453 +8%
BAM
314
Belpointe Asset Management
Nevada
$502K +$502K +6,168 New
CB
315
Commerce Bank
Missouri
$496K -$42.8K -527 -8%
WANY
316
Wealthspire Advisors (New York)
New York
$493K +$493K +6,064 New
Luther King Capital Management (LKCM)
317
Luther King Capital Management (LKCM)
Texas
$492K -$370K – –
AC
318
Apella Capital
Connecticut
$486K -$3.17K -39 -0.6%
TCWA
319
Ten Capital Wealth Advisors
Washington
$486K – – –
DY
320
Dowling & Yahnke
California
$483K -$11.2K -138 -2%
NFC
321
Northeast Financial Consultants
Connecticut
$483K +$483K +5,937 New
RSWM
322
Robertson Stephens Wealth Management
California
$468K +$114K +1,403 +32%
WDG
323
Wealth Dimensions Group
Ohio
$457K +$457K +5,615 New
DPI
324
Diversified Portfolios Inc
Michigan
$456K -$4.71K -58 -1%
RIA
325
Regal Investment Advisors
Michigan
$451K +$451K +5,544 New
11 12
13
14 15