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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 %
NEWAS
401
N.E.W. Advisory Services
Wisconsin
$269K +$269K +3,320 New
BC
402
Bartlett & Co
Ohio
$268K – – –
BCWM
403
Bartlett & Co Wealth Management
Ohio
$268K – – –
SC
404
SouthState Corp
Florida
$264K -$36.6K -450 -12%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$264K +$18K +222 +7%
9WM
406
9258 Wealth Management
Ohio
$261K -$463K -5,690 -64%
NFG
407
Nations Financial Group
Iowa
$261K +$261K +3,205 New
JPG
408
Jordan Park Group
California
$259K +$259K +3,180 New
CWS
409
Cypress Wealth Services
California
$257K +$257K +3,156 New
EW
410
Element Wealth
Mississippi
$256K -$12K -148 -4%
NA
411
NewEdge Advisors
Louisiana
$253K +$253K +3,117 New
MAM
412
MMA Asset Management
Pennsylvania
$251K +$251K +3,087 New
Jane Street
413
Jane Street
New York
$251K +$251K +3,092 New
ACP
414
Aveo Capital Partners
Colorado
$249K +$249K +3,068 New
PFM
415
Parsec Financial Management
North Carolina
$248K +$248K +3,045 New
SPL
416
Smart Portfolios LLC
Washington
$248K +$248K +3,045 New
QCM
417
Quest Capital Management
Texas
$243K +$243K +2,986 New
BOPW
418
Brandywine Oak Private Wealth
Pennsylvania
$243K +$243K +3,000 New
SSB
419
Sandy Spring Bank
Maryland
$239K – – –
BWA
420
BDO Wealth Advisors
Florida
$239K +$16.2K +200 +7%
SW
421
SkyOak Wealth
Michigan
$238K +$238K +2,926 New
LC
422
LCNB Corp
Ohio
$237K -$43.8K -540 -16%
TFS
423
Thoroughbred Financial Services
Tennessee
$235K +$235K +2,902 New
HR
424
Hardy Reed
Mississippi
$234K +$234K +2,880 New
IFAM
425
Institutional & Family Asset Management
Colorado
$233K +$233K +2,871 New
15 16
17
18 19