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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
World Investment Advisors
California
+$31.7M
2
Stifel Financial
Stifel Financial
Missouri
+$24.9M
3
HWA
Heartwood Wealth Advisors
Virginia
+$17.4M
4
Wells Fargo
Wells Fargo
California
+$16.6M
5
Morgan Stanley
Morgan Stanley
New York
+$14.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$68.9M
2
UCFA
United Capital Financial Advisors
Texas
-$20.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.2M
4
PS
Portfolio Solutions
Michigan
-$8.84M
5
MCG
MACRO Consulting Group
New Jersey
-$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
526
Truvestments Capital
Florida
$19K – – –
KFS
527
Kelly Financial Services
Massachusetts
$18.5K – – –
SIAP
528
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K -$4.09K -50 -19%
AIP
529
Ameritas Investment Partners
Nebraska
$17K – – –
FCM
530
Firestone Capital Management
Florida
$17K – – –
NFSG
531
Newbridge Financial Services Group
Florida
$17K +$81 +1 +0.5%
SWM
532
Selective Wealth Management
Virginia
$16K -$4.29K -52 -21%
FWM
533
FSA Wealth Management
Massachusetts
$16K +$16K +198 New
LWM
534
Liberty Wealth Management
California
$15K – – –
AssetMark Inc
535
AssetMark Inc
California
$14K -$14K -172 -50%
MF
536
Manchester Financial
California
$13K – – –
MCC
537
Money Concepts Capital
Florida
$13K +$13K +166 New
AWA
538
Arkadios Wealth Advisors
Georgia
$13K +$13K +171 New
JCM
539
Jacobi Capital Management
Pennsylvania
$12K +$4.93K +60 +70%
ME
540
McIlrath & Eck
Washington
$11K – – –
BWM
541
Baystate Wealth Management
Massachusetts
$11K +$11K +130 New
BAMG
542
Brand Asset Management Group
Missouri
$10K – – –
HS
543
Horan Securities
United States
$10K +$10K +126 New
HIA
544
Harbor Investment Advisory
Maryland
$9K – – –
FCA
545
FinTrust Capital Advisors
South Carolina
$9K +$667 +8 +8%
RP
546
Rice Partnership
Hawaii
$8K – – –
MRCM
547
M&R Capital Management
New Jersey
$8K – – –
SIS
548
Sound Income Strategies
Florida
$8K +$78 +1 +1%
TFO
549
Tarbox Family Office
California
$7K – – –
MIM
550
MTM Investment Management
South Carolina
$7K +$7K +90 New
20 21
22
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