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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

796 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 137 funds opening new positions, 245 increasing their positions, 253 reducing their positions, and 45 closing their positions.

Holders
796
Holders Change
+84
Holders Change %
+11.8%
% of All Funds
11.67%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
137
Increased
245
Reduced
253
Closed
45
Calls
$3.75M
Puts
$3.27M
Net Calls
+$479K
Net Calls Change
-$981K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$786M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$502M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$168M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$38.2M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$74.9M
3
WIA
3
World Investment Advisors
California
$13.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$23.7M
5
SAF
5
Smith Anglin Financial
Texas
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$40.2M +$2.88M +27,906 +8%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$39.3M +$14.8M +143,257 +60%
OCM
28
One Capital Management
California
$39.2M -$1.12M -10,878 -3%
Truist Financial
29
Truist Financial
North Carolina
$38.2M -$51.9M -503,240 -58%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$33M +$209K +2,024 +0.6%
EWA
31
Exencial Wealth Advisors
Oklahoma
$32.9M +$835K +8,099 +3%
B
32
Bailard
California
$31.1M -$751K -7,289 -2%
PHAM
33
Palisades Hudson Asset Management
Florida
$30.2M +$97.1K +942 +0.3%
GHA
34
GW Henssler & Associates
Georgia
$29.1M -$1.28M -12,441 -4%
RJA
35
Raymond James & Associates
Florida
$28.6M -$467K -4,534 -2%
SC
36
Savant Capital
Illinois
$27.5M -$1.98M -19,211 -7%
PA
37
Probity Advisors
Texas
$27.2M -$1.18M -11,469 -4%
Mariner
38
Mariner
Kansas
$26.3M -$732K -7,102 -3%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$25.1M -$696K -6,752 -3%
SFI
40
SPC Financial Inc
Maryland
$24.1M -$401K -3,890 -2%
UCFA
41
United Capital Financial Advisors
Texas
$23.7M -$20.4M -197,439 -46%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$23.5M +$15.4M +149,275 +189%
WA
43
Waverly Advisors
Alabama
$22.9M -$2.25M -21,841 -9%
GIA
44
GHP Investment Advisors
Colorado
$22.3M -$324K -3,142 -1%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$21.7M -$1.36M -13,214 -6%
PFM
46
Phillips Financial Management
Indiana
$21.3M -$385K -3,737 -2%
PS
47
Principal Securities
Iowa
$21M +$21M +203,611 New
HWA
48
Heartwood Wealth Advisors
Virginia
$21M +$330K +3,202 +2%
Cerity Partners
49
Cerity Partners
New York
$20.9M +$904K +8,769 +5%
EIP
50
Ellis Investment Partners
Pennsylvania
$16.5M +$840K +8,145 +5%
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