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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 %
AW
476
Avion Wealth
Texas
$441K -$2.06K -20 -0.5%
Betterment LLC
477
Betterment LLC
New York
$440K +$8.14K +79 +2%
VA
478
Valmark Advisers
Ohio
$437K +$44.4K +431 +11%
FA
479
Fiducient Advisors
Illinois
$435K +$721 +7 +0.2%
CT
480
Colonial Trust
South Carolina
$433K – – –
CFGS
481
Concourse Financial Group Securities
Alabama
$432K +$5.57K +54 +1%
GIA
482
Gladstone Institutional Advisory
Florida
$432K +$12K +116 +3%
SWA
483
Stratos Wealth Advisors
Ohio
$430K -$100K -974 -19%
PSF
484
Pacific Sun Financial
California
$424K -$2.06K -20 -0.5%
BCG
485
Breakwater Capital Group
New Jersey
$423K -$88.9K -890 -17%
WS
486
Wedbush Securities
California
$422K +$12.5K +121 +3%
DIA
487
Dana Investment Advisors
Wisconsin
$421K +$57.2K +555 +16%
LA
488
Lane & Associates
New Jersey
$420K +$62.5K +606 +17%
CIA
489
Capital Investment Advisors
Georgia
$415K – – –
AWM
490
Aprio Wealth Management
Georgia
$412K +$61.1K +593 +17%
FFL
491
Financial Freedom LLC
Ohio
$412K +$52.9K +513 +15%
VCP
492
Vista Capital Partners
Oregon
$410K – – –
SCM
493
Sage Capital Management
New Jersey
$410K +$410K +3,977 New
KFP
494
KMG Fiduciary Partners
Ohio
$409K – – –
SFG
495
Sage Financial Group
Pennsylvania
$409K – – –
SFC
496
SYM Financial Corp
Indiana
$409K – – –
BBPWM
497
Blue Bell Private Wealth Management
Pennsylvania
$409K -$250K -2,429 -38%
VNA
498
Valley National Advisers
Pennsylvania
$408K – – –
9WM
499
9258 Wealth Management
Ohio
$406K – – –
CHJWM
500
Carlton Hofferkamp & Jenks Wealth Management
Texas
$401K +$401K +4,051 New
18 19
20
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