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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 %
WSTAM
351
Wilbanks Smith & Thomas Asset Management
Virginia
$375K +$375K +4,611 New
PPW
352
Parcion Private Wealth
Washington
$367K +$367K +12,800 New
PWS
353
Private Wealth Strategies
Ohio
$362K -$81 -1 -0%
KOMWMG
354
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$362K +$5.85K +72 +2%
RIA
355
Realta Investment Advisors
Delaware
$361K +$3.66K +45 +1%
GMA
356
Goldstein Munger & Associates
California
$359K – – –
RC
357
RegentAtlantic Capital
New Jersey
$359K +$488 +6 +0.1%
RM
358
Resource Management
Louisiana
$357K -$81 -1 -0%
OIA
359
OneDigital Investment Advisors
Kansas
$354K – – –
SFPM
360
Sensible Financial Planning & Management
Massachusetts
$353K – – –
SCM
361
SOL Capital Management
Maryland
$352K -$9.76K -120 -3%
WWM
362
Windsor Wealth Management
Indiana
$347K -$366K -4,497 -51%
CIR
363
Clear Investment Research
Georgia
$345K -$83.4K -1,025 -19%
MIC
364
Means Investment Company
Maine
$331K -$331K -3,547 -50%
5L
365
55I LLC
Massachusetts
$331K +$331K +4,073 New
RA
366
RFG Advisory
Alabama
$328K -$95K -1,096 -22%
ATC
367
Argent Trust Co
Tennessee
$328K +$328K +4,037 New
NFG
368
NewFocus Financial Group
Washington
$325K – – –
SW
369
SVB Wealth
Massachusetts
$325K – – –
RFWA
370
RPg Family Wealth Advisory
Massachusetts
$324K +$72.2K +888 +29%
VCP
371
Vista Capital Partners
Oregon
$324K – – –
MFW
372
Mosaic Family Wealth
Missouri
$324K – – –
ACM
373
Azimuth Capital Management
Michigan
$323K -$48.8K -600 -13%
CIA
374
Capital Investment Advisors
Georgia
$323K – – –
VNA
375
Valley National Advisers
Pennsylvania
$322K – – –
13 14
15
16 17