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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 %
JWCA
426
J.W. Cole Advisors
Florida
$571K +$251K +2,436 +79%
NP
427
NorthRock Partners
Minnesota
$569K +$254K +2,464 +81%
SWC
428
Spectrum Wealth Counsel
Indiana
$569K +$569K +5,521 New
GRP
429
Global Retirement Partners
California
$553K +$247K +2,544 +81%
BB
430
Busey Bank
Illinois
$551K – – –
TC
431
TAP Consulting
Missouri
$547K +$4.33K +42 +0.8%
SAI
432
Savvy Advisors Inc
New York
$545K +$545K +5,291 New
AC
433
AWM Capital
Arizona
$543K – – –
BFO
434
Boston Family Office
Massachusetts
$542K -$61.9K -600 -10%
LWL
435
Leo Wealth LLC
Texas
$538K +$538K +5,218 New
CIAS
436
Capital Investment Advisory Services
North Carolina
$537K +$81.1K +787 +18%
ICG
437
InterOcean Capital Group
Tennessee
$531K +$1.44K +14 +0.3%
FSG
438
Financial Strategies Group
Michigan
$530K +$530K +5,364 New
BC
439
Barrett & Company
Rhode Island
$523K +$1.44K +14 +0.3%
PFA
440
Pure Financial Advisors
California
$522K -$3.4K -33 -0.6%
Citadel Advisors
441
Citadel Advisors
Florida
$522K -$6.27M -60,803 -92%
SMA
442
Sage Mountain Advisors
Georgia
$521K – – –
JFG
443
JMG Financial Group
Illinois
$519K +$519K +5,037 New
AFS
444
Annapolis Financial Services
Maryland
$515K – – –
ACIM
445
Azimuth Capital Investment Management
Michigan
$515K – – –
RPCONE
446
Retirement Planning Company of New England
Rhode Island
$507K +$9.9K +96 +2%
KFI
447
Key Financial Inc
Pennsylvania
$504K – – –
EWP
448
Elevation Wealth Partners
California
$498K – – –
FFBTD
449
First Financial Bank - Trust Division
Ohio
$497K – – –
BGAI
450
Bruce G. Allen Investments
Colorado
$497K +$497K +4,820 New
16 17
18
19 20