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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 %
KFI
376
Key Financial Inc
Pennsylvania
$318K +$9.93K +122 +3%
PCG
377
Private Capital Group
Connecticut
$313K -$15.5K -190 -5%
EWM
378
Endurance Wealth Management
Rhode Island
$312K -$25.7K -316 -8%
AMCA
379
Arthur M. Cohen & Associates
Illinois
$310K -$583K -7,172 -65%
CCA
380
Clearwater Capital Advisors
Illinois
$310K -$163K -2,011 -35%
Fiera Capital (Canada)
381
Fiera Capital (Canada)
Quebec, Canada
$307K +$307K +3,780 New
BC
382
Barnett & Company
Tennessee
$306K – – –
CFS
383
Cannon Financial Strategists
Georgia
$306K – – –
GGS
384
Galvin Gaustad & Stein
Arizona
$302K +$302K +3,717 New
GPA
385
Guidance Point Advisors
Massachusetts
$297K – – –
WC
386
Weil Company
California
$296K -$23.7K -292 -7%
AIA
387
Arcadia Investment Advisors
Idaho
$293K -$163 -2 -0.1%
MBT
388
Montecito Bank & Trust
California
$293K -$48.8K -600 -14%
GTAM
389
Global Trust Asset Management
Florida
$292K -$81 -1 -0%
LI
390
LVZ Inc
Michigan
$291K +$16.3K +200 +6%
FFW
391
Fusion Family Wealth
New York
$288K – – –
TA
392
TrueWealth Advisors
Alabama
$286K +$286K +3,282 New
MCM
393
Maple Capital Management
Vermont
$285K -$285K -3,500 -50%
UR
394
USCA RIA
Texas
$285K – – –
BBHC
395
Brown Brothers Harriman & Co
New York
$285K +$285K +3,508 New
WAP
396
Wealthcare Advisory Partners
Pennsylvania
$277K -$24.8K -305 -8%
AP
397
Advisor Partners
California
$276K – – –
SIC
398
Sigma Investment Counselors
Michigan
$274K +$274K +3,370 New
WT
399
Whittier Trust
California
$272K – – –
S
400
SimplyRich
California
$271K – – –
14 15
16
17 18