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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 %
MAM
576
MMA Asset Management
Pennsylvania
$266K +$206 +2 +0.1%
CPCM
577
Cardinal Point Capital Management
Ontario, Canada
$266K – – –
SPL
578
Smart Portfolios LLC
Washington
$265K -$4.53K -45 -2%
TW
579
TrinityPoint Wealth
Connecticut
$264K -$20.3K -197 -7%
Kovitz Investment Group Partners
580
Kovitz Investment Group Partners
Illinois
$264K +$264K +2,558 New
SSB
581
Sandy Spring Bank
Maryland
$263K -$5.67K -55 -2%
MWM
582
Mission Wealth Management
California
$263K +$263K +2,549 New
BBHC
583
Brown Brothers Harriman & Co
New York
$262K – – –
Luther King Capital Management (LKCM)
584
Luther King Capital Management (LKCM)
Texas
$262K -$718K – –
SWM
585
Sterling Wealth Management
Illinois
$262K +$262K +2,539 New
LBC
586
Lowe Brockenbrough & Co
Virginia
$262K – – –
IWA
587
Inspirion Wealth Advisors
Illinois
$260K – – –
CWA
588
CM Wealth Advisors
Ohio
$259K – – –
PPW
589
Parcion Private Wealth
Washington
$259K – – –
FWTB
590
First Western Trust Bank
Colorado
$257K – – –
MMA
591
Miracle Mile Advisors
California
$254K -$297K -2,879 -54%
AEPWM
592
Atlantic Edge Private Wealth Management
Florida
$253K +$253K +2,456 New
MCM
593
MidAtlantic Capital Management
Virginia
$250K +$250K +2,428 New
PP
594
Prosperity Planning
Missouri
$250K -$4.12K -40 -2%
WAP
595
Wealthcare Advisory Partners
Pennsylvania
$250K +$2.89K +28 +1%
SFS
596
Sharp Financial Services
Pennsylvania
$247K +$247K +2,400 New
TFS
597
Thoroughbred Financial Services
Tennessee
$244K – – –
H
598
HoyleCohen
California
$243K – – –
CFS
599
Cannon Financial Strategists
Georgia
$243K – – –
IA
600
IFG Advisory
Georgia
$241K +$412 +4 +0.2%
22 23
24
25 26