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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 %
CS
326
Comerica Securities
Michigan
$449K -$11.9K -147 -3%
FFBTD
327
First Financial Bank - Trust Division
Ohio
$446K -$81 -1 -0%
CAM
328
Cresset Asset Management
Illinois
$445K +$166K +2,040 +60%
AFS
329
Annapolis Financial Services
Maryland
$439K +$439K +5,402 New
BF
330
Blankinship & Foster
California
$438K -$17K -209 -4%
TIM
331
Thompson Investment Management
Wisconsin
$432K -$16.8K -207 -4%
CFG
332
Citizens Financial Group
Rhode Island
$431K -$81 -1 -0%
TNB
333
TCF National Bank
South Dakota
$428K – – –
AW
334
Avion Wealth
Texas
$424K – – –
FNBOO
335
First National Bank of Omaha
Nebraska
$420K -$3.58K -44 -0.8%
JIC
336
Johnson Investment Counsel
Ohio
$416K +$21.1K +260 +5%
LWA
337
LWS Wealth Advisors
New Jersey
$415K -$9.75K -120 -2%
VFA
338
Voya Financial Advisors
Connecticut
$412K +$48.2K +594 +13%
SIC
339
Shoker Investment Counsel
Ohio
$404K -$81 -1 -0%
JWM
340
JGP Wealth Management
Oregon
$393K +$10.9K +121 +3%
SBSB
341
Sullivan, Bruyette, Speros & Blaney
Virginia
$393K +$157K +1,929 +66%
MAFM
342
Mid Atlantic Financial Management
Pennsylvania
$392K +$392K +4,826 New
BB
343
Busey Bank
Illinois
$391K – – –
CL
344
CIM LLC
New York
$389K -$393K -4,350 -50%
Mercer Global Advisors
345
Mercer Global Advisors
Colorado
$388K -$332K -4,086 -46%
OPS
346
Orion Portfolio Solutions
Nebraska
$387K +$387K +4,763 New
AllianceBernstein
347
AllianceBernstein
Tennessee
$382K +$2.77K +34 +0.7%
FHA
348
First Horizon Advisors
Tennessee
$381K -$7.71K -95 -2%
IWM
349
IHT Wealth Management
Illinois
$379K +$28.4K +350 +8%
DJYG
350
David J. Yvars Group
Florida
$377K +$377K +4,639 New
12 13
14
15 16