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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
1
World Investment Advisors
California
$31.7M
2
Stifel Financial
2
Stifel Financial
Missouri
$92M
3
HWA
3
Heartwood Wealth Advisors
Virginia
$17.6M
4
Wells Fargo
4
Wells Fargo
California
$147M
5
Morgan Stanley
5
Morgan Stanley
New York
$286M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.12B
2
UCFA
2
United Capital Financial Advisors
Texas
$87.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$150M
4
PS
4
Portfolio Solutions
Michigan
$116M
5
MCG
5
MACRO Consulting Group
New Jersey
$7.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Regions Financial Corp
Alabama
$22.5M +$1.16M +14,259 +5%
Mariner
27
Mariner
Kansas
$22.5M +$807K +9,924 +4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$21.7M +$14.3M +175,390 +191%
RJA
29
Raymond James & Associates
Florida
$21.5M +$802K +9,859 +4%
PSUF
30
People's United Financial
Connecticut
$21.3M -$1.06M -13,005 -5%
OCM
31
One Capital Management
California
$20.7M -$60.4K -743 -0.3%
COI
32
Connable Office Inc
Michigan
$20.3M +$9.61M +118,203 +90%
GIA
33
GHP Investment Advisors
Colorado
$19.9M -$187K -2,304 -0.9%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$19.2M -$229K -2,822 -1%
PFM
35
Phillips Financial Management
Indiana
$18.2M -$341K -4,196 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$18.1M +$7.47M +91,883 +70%
HWA
37
Heartwood Wealth Advisors
Virginia
$17.6M +$17.4M +213,512 +6,142%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$16.2M +$2.18M +26,796 +16%
Osaic Holdings
39
Osaic Holdings
Arizona
$15.1M -$221K -2,718 -1%
WSFS
40
Wilmington Savings Fund Society
Delaware
$13.7M +$1.01M +12,390 +8%
Creative Planning
41
Creative Planning
Kansas
$13.3M -$594K -7,309 -4%
OWA
42
One Wealth Advisors
California
$12.6M -$308K -3,783 -2%
WA
43
Wealth Architects
California
$12.5M -$411K -5,055 -3%
PL
44
Polianta Ltd
Jersey
$12.4M +$12.4M +153,100 New
SWA
45
Sax Wealth Advisors
New Jersey
$12.2M +$12.2M +149,499 New
Goldman Sachs
46
Goldman Sachs
New York
$11.5M +$4.04M +49,664 +54%
1IA
47
1834 Investment Advisors
Wisconsin
$10.9M -$674K -8,284 -6%
ADL
48
Asset Dedication LLC
California
$10.9M -$85.3K -1,050 -0.8%
EIP
49
Ellis Investment Partners
Pennsylvania
$10.5M -$924K -11,368 -8%
BOS
50
Bingham Osborn & Scarborough
California
$10M +$698K +8,588 +7%
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