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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 %
RIA
501
Realta Investment Advisors
Delaware
$400K -$96.2K -933 -19%
MWM
502
Modern Wealth Management
Kansas
$399K +$399K +3,872 New
RCAG
503
Rehmann Capital Advisory Group
Michigan
$398K -$1.24K -12 -0.3%
MWA
504
Monograph Wealth Advisors
California
$396K – – –
MCM
505
Maple Capital Management
Vermont
$396K +$20.1K +195 +5%
CCA
506
Clearwater Capital Advisors
Illinois
$392K – – –
JFG
507
Jefferies Financial Group
New York
$392K +$392K +3,800 New
GC
508
Grimes & Company
Massachusetts
$391K +$2.78K +27 +0.7%
LWA
509
LWS Wealth Advisors
New Jersey
$389K +$5.57K +54 +1%
SYBT
510
Stock Yards Bank & Trust
Kentucky
$385K -$4.33K -42 -1%
AWA
511
Arkadios Wealth Advisors
Georgia
$384K -$21.9K -212 -5%
MSWM
512
McGlone Suttner Wealth Management
Wisconsin
$382K – – –
AFP
513
Ausdal Financial Partners
Iowa
$375K -$515 -5 -0.1%
WSTAM
514
Wilbanks Smith & Thomas Asset Management
Virginia
$374K -$32.7K -317 -8%
MBT
515
Montecito Bank & Trust
California
$371K – – –
Deutsche Bank
516
Deutsche Bank
Germany
$370K – – –
MIC
517
Means Investment Company
Maine
$368K +$1.34K +13 +0.4%
ML
518
Mayport LLC
Massachusetts
$368K +$27.2K +264 +8%
QWM
519
Quadcap Wealth Management
Texas
$365K +$365K +3,537 New
WH
520
Willner & Heller
California
$364K +$364K +3,528 New
NFG
521
Nations Financial Group
Iowa
$363K -$507K -4,918 -58%
CAM
522
Concorde Asset Management
Michigan
$361K +$361K +3,501 New
TA
523
TrueWealth Advisors
Alabama
$357K +$412 +4 +0.1%
AFG
524
Altiora Financial Group
Ohio
$357K – – –
VVP
525
Venture Visionary Partners
Ohio
$351K -$35K -340 -9%
19 20
21
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