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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 %
JE
526
JMAC Enterprises
Pennsylvania
$350K – – –
CFP
527
Cypress Financial Planning
New Jersey
$350K -$105K -1,058 -23%
WT
528
Whittier Trust
California
$344K – – –
S
529
SimplyRich
California
$344K +$344K +3,334 New
CFG
530
Cosner Financial Group
Colorado
$342K -$10.4M -100,554 -97%
B
531
Bensler
Washington
$339K +$721 +7 +0.2%
RPSA
532
Richard P. Slaughter Associates
Texas
$338K -$2.47K -24 -0.7%
KBFS
533
Kohmann Bosshard Financial Services
Ohio
$338K +$9.89K +96 +3%
EFS
534
Essex Financial Services
Connecticut
$335K -$8.35K -81 -2%
AF
535
Apexium Financial
Texas
$333K +$333K +3,235 New
MC
536
Moors & Cabot
Massachusetts
$333K -$105K -1,019 -24%
QCM
537
Quantinno Capital Management
New York
$332K – – –
BFA
538
Beacon Financial Advisory
Ohio
$332K +$332K +3,217 New
CAG
539
Crestwood Advisors Group
Massachusetts
$330K -$10.3K -100 -3%
WPW
540
Watershed Private Wealth
Illinois
$328K -$146K -1,420 -31%
PIA
541
Panoramic Investment Advisors
Colorado
$325K – – –
LPP
542
Life Planning Partners
Florida
$325K +$325K +3,151 New
KWS
543
Keystone Wealth Services
California
$323K -$5.88K -57 -2%
EPW
544
Evergreen Private Wealth
Colorado
$322K +$322K +3,122 New
OSAM
545
O'Shaughnessy Asset Management
Connecticut
$319K +$8.04K +78 +3%
SGI
546
Summit Global Investments
Utah
$318K – – –
IA
547
IFG Advisors
Missouri
$316K -$27K -262 -8%
HR
548
Howe & Rusling
New York
$316K +$4.74K +46 +2%
CL
549
CIM LLC
New York
$314K +$18K +182 +6%
MFC
550
Mechanics Financial Corp
Ohio
$309K -$23.7K -230 -7%
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