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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 %
JFA
376
JNBA Financial Advisors
Minnesota
$781K -$43.7K -424 -5%
HBW
377
Hazlett, Burt & Watson
West Virginia
$761K +$39K +378 +5%
CFD
378
Creative Financial Designs
Indiana
$756K +$149K +1,446 +25%
SC
379
Schoolcraft Capital
Colorado
$756K – – –
AFC
380
AFT Forsyth & Company
Florida
$746K +$1.96K +19 +0.3%
SIMC
381
Squire Investment Management Company
Utah
$736K +$736K +7,137 New
MSAM
382
Moloney Securities Asset Management
Missouri
$731K -$41.2K -400 -5%
IFA
383
Index Fund Advisors
California
$716K +$48.2K +468 +7%
QHA
384
Quarry Hill Advisors
Minnesota
$710K – – –
BJL
385
Brighton Jones LLC
Washington
$706K +$17.7K +172 +3%
AC
386
Apella Capital
Connecticut
$702K +$111K +1,120 +19%
ACA
387
Atlas Capital Advisors
Wyoming
$696K -$2.89K -28 -0.4%
LWM
388
LJI Wealth Management
Indiana
$696K +$412 +4 +0.1%
TC
389
Trilogy Capital
California
$695K +$695K +6,742 New
NWM
390
Northwest Wealth Management
Iowa
$687K -$52.6K -510 -7%
TIM
391
Thompson Investment Management
Wisconsin
$680K +$146K +1,415 +27%
CFFP
392
Center for Financial Planning
Michigan
$677K +$84K +815 +14%
Charles Schwab
393
Charles Schwab
California
$675K -$69.7K -676 -9%
DAS
394
Dynamic Advisor Solutions
Arizona
$675K +$323K +3,250 +92%
CAG
395
Csenge Advisory Group
Florida
$674K +$674K +6,535 New
CB
396
Commerce Bank
Missouri
$672K -$176K -1,707 -21%
CFG
397
Citizens Financial Group
Rhode Island
$669K +$4.33K +42 +0.7%
EFG
398
Ehrlich Financial Group
California
$666K +$666K +6,460 New
FTS
399
Fifth Third Securities
Ohio
$663K -$768K -7,452 -54%
WAM
400
WNY Asset Management
New York
$653K -$26.9K -261 -4%
14 15
16
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