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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 %
RWP
451
RWA Wealth Partners
Massachusetts
$494K – – –
First Trust Advisors
452
First Trust Advisors
Illinois
$491K +$29K +281 +6%
ACM
453
Advisors Capital Management
New Jersey
$491K +$491K +4,764 New
WPC
454
Wedmont Private Capital
Pennsylvania
$490K +$34.4K +341 +8%
CFS
455
CGC Financial Services
Oregon
$490K +$34K +330 +7%
DWM
456
Dakota Wealth Management
Florida
$489K +$2.89K +28 +0.6%
RJT
457
Raymond James Trust
Florida
$488K -$75.2K -730 -13%
DWG
458
Darden Wealth Group
Michigan
$484K +$484K +4,700 New
SIC
459
Shoker Investment Counsel
Ohio
$484K – – –
PWS
460
Private Wealth Strategies
Ohio
$480K +$3.71K +36 +0.8%
MCCA
461
Mill Creek Capital Advisors
Pennsylvania
$477K -$309K -3,000 -39%
FPGK
462
Financial Partners Group (Kansas)
Kansas
$476K -$4.12K -40 -0.9%
SCM
463
SOL Capital Management
Maryland
$475K -$159K -1,545 -25%
SFPG
464
Stonebridge Financial Planning Group
Florida
$475K -$21.7K -211 -4%
FHA
465
First Horizon Advisors
Tennessee
$475K -$183K -1,778 -28%
CPSAC
466
Chas P. Smith & Associates (CPS)
Florida
$470K -$39.7K -385 -8%
GCIM
467
Gunn & Company Investment Management
Florida
$470K +$470K +4,560 New
NFP
468
NorthLanding Financial Partners
New York
$466K -$1.65K -16 -0.4%
RSWM
469
Robertson Stephens Wealth Management
California
$464K -$63.5K -616 -12%
JF
470
JSF Financial
California
$463K -$8.56K -83 -2%
MBFW
471
Morton Brown Family Wealth
Pennsylvania
$459K -$20.1K -195 -4%
TRIA
472
Trail Ridge Investment Advisors
Colorado
$459K -$10.2K -99 -2%
GA
473
Greenspring Advisors
Maryland
$459K +$204K +1,981 +80%
CCFM
474
Clear Creek Financial Management
Washington
$453K +$209K +2,027 +86%
WDG
475
Wealth Dimensions Group
Ohio
$449K +$25.8K +250 +6%
17 18
19
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