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

797 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 138 funds opening new positions, 245 increasing their positions, 253 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+85
Holders Change %
+11.94%
% of All Funds
11.68%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.37%
New
138
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 %
VCS
351
Vaughan & Co Securities
New Jersey
$902K -$3.2K -31 -0.4%
WMWM
352
Whitaker-Myers Wealth Managers
Ohio
$899K -$25K -243 -3%
MLIC
353
Mandatum Life Insurance Company
Finland
$898K – – –
CT
354
Coastline Trust
Rhode Island
$886K -$972K -9,432 -52%
BAM
355
Belpointe Asset Management
Nevada
$880K +$255K +2,471 +41%
MG
356
Mather Group
Illinois
$877K +$113K +1,097 +15%
SAG
357
SageView Advisory Group
California
$877K +$189K +1,884 +27%
WANY
358
Wealthspire Advisors (New York)
New York
$865K -$46.6K -452 -5%
WPW
359
Waldron Private Wealth
Pennsylvania
$864K -$77.9K -756 -8%
MSWMA
360
Market Street Wealth Management Advisors
Indiana
$860K -$203K -1,965 -19%
CWM
361
Concentric Wealth Management
California
$856K -$77.5K -752 -8%
Brown Advisory
362
Brown Advisory
Maryland
$846K -$21.9K -212 -3%
FFN
363
Focus Financial Network
Minnesota
$843K +$612K +5,934 +264%
MSFS
364
Main Street Financial Solutions
Pennsylvania
$828K +$225K +2,187 +37%
IPW
365
Intergy Private Wealth
Colorado
$828K -$52.9K -513 -6%
KFS
366
Kelly Financial Services
Massachusetts
$826K +$799K +7,754 +3,029%
CAM
367
Cozad Asset Management
Illinois
$826K -$529K -5,134 -39%
HNWAG
368
High Net Worth Advisory Group
Florida
$825K – – –
DSN
369
D. Scott Neal
Kentucky
$821K – – –
FDCDDQ
370
Federation des caisses Desjardins du Quebec
Quebec, Canada
$814K – – –
CT
371
Columbia Trust
Oregon
$813K +$511K +4,958 +169%
NF
372
Nikulski Financial
Iowa
$796K +$42.3K +410 +6%
SFC
373
Sprinkle Financial Consultants
Colorado
$795K +$795K +7,711 New
VIA
374
Vickerman Investment Advisors
Washington
$790K -$134K -1,303 -15%
PPW
375
Presilium Private Wealth
Pennsylvania
$790K +$790K +7,661 New
13 14
15
16 17