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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 %
MAM
401
Mystic Asset Management
Rhode Island
$652K +$12.9K +125 +2%
RIA
402
Richwood Investment Advisors
Ohio
$650K – – –
SCM
403
Saxony Capital Management
Missouri
$647K +$647K +6,275 New
HWA
404
Heritage Wealth Advisors
Virginia
$646K – – –
TC
405
TAGStone Capital
North Carolina
$642K +$5.25K +51 +0.8%
DADC
406
D.A. Davidson & Co
Montana
$641K +$30.7K +298 +5%
IC
407
IEQ Capital
California
$639K – – –
CAM
408
Close Asset Management
United Kingdom
$639K – – –
AAS
409
Ameritas Advisory Services
Nebraska
$634K +$195K +1,911 +45%
PAMG
410
Patton Albertson Miller Group
Tennessee
$617K – – –
BPA
411
Beacon Pointe Advisors
California
$617K -$97.9K -950 -14%
BHWM
412
Beaird Harris Wealth Management
Texas
$616K +$309 +3 +0.1%
FA
413
Financial Alternatives
California
$615K – – –
NOI
414
Newton One Investments
Delaware
$611K +$4.95K +48 +0.8%
VWM
415
Valley Wealth Managers
New Jersey
$610K -$13K -126 -2%
JIC
416
Johnson Investment Counsel
Ohio
$607K +$30.9K +300 +5%
HSWM
417
Hubbell Strickland Wealth Management
Louisiana
$603K +$2.06K +20 +0.3%
AWM
418
Avior Wealth Management
Nebraska
$597K -$22.8K -221 -4%
PA
419
Paragon Advisors
Texas
$597K -$60.3K -585 -9%
USCWA
420
U.S. Capital Wealth Advisors
Texas
$593K -$12.2K -118 -2%
SDWMA
421
Schneider Downs Wealth Management Advisors
Pennsylvania
$584K +$3.81K +37 +0.7%
MWP
422
Meredith Wealth Planning
Illinois
$579K +$13.6K +132 +2%
AIM
423
Anchor Investment Management
South Carolina
$576K – – –
CA
424
Continuum Advisory
Idaho
$576K +$576K +5,531 New
MIS
425
Morningstar Investment Services
Illinois
$573K +$573K +5,485 New
15 16
17
18 19