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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 %
QCG
601
Quadrant Capital Group
Ohio
$240K – – –
CPP
602
Capasso Planning Partners
South Carolina
$239K – – –
HIMC
603
Heritage Investors Management Corp
Maryland
$238K – – –
DWM
604
Dogwood Wealth Management
Kansas
$238K +$238K +2,308 New
MIM
605
Marco Investment Management
Georgia
$236K – – –
MCCP
606
Mission Creek Capital Partners
California
$236K +$1.86K +18 +0.8%
FM
607
Foster & Motley
Ohio
$235K +$235K +2,277 New
TH
608
Team Hewins
California
$235K +$235K +2,280 New
BSWA
609
Bromfield Sneider Wealth Advisors
Massachusetts
$234K – – –
NB
610
Nicolet Bankshares
Wisconsin
$232K -$9.28K -90 -4%
TLFA
611
True Link Financial Advisors
California
$232K – – –
IIC
612
Integrated Investment Consultants
Michigan
$229K -$1.96K -19 -0.8%
SS
613
Simplicity Solutions
Minnesota
$227K -$123K -1,190 -35%
BFG
614
Bleakley Financial Group
New Jersey
$227K -$123K -1,190 -35%
SG
615
Sharper & Granite
California
$222K -$25.8K -250 -10%
KFP
616
Keener Financial Planning
Texas
$221K +$221K +2,148 New
PFA
617
Petra Financial Advisors
Colorado
$220K -$4.46M -43,254 -95%
SVWG
618
Shared Vision Wealth Group
United States
$220K +$220K +2,135 New
CWM
619
Congress Wealth Management
Massachusetts
$220K +$220K +2,132 New
GPA
620
Guidance Point Advisors
Massachusetts
$217K -$155K -1,504 -42%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$216K -$42.3K -410 -16%
BWP
622
Baldwin Wealth Partners
Massachusetts
$216K -$49.7K -482 -19%
PJWM
623
Philip James Wealth Mangement
Georgia
$216K +$216K +2,096 New
LC
624
LCNB Corp
Ohio
$211K +$211K +2,050 New
CWM
625
Cornerstone Wealth Management
Missouri
$211K -$317K -3,080 -60%
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25
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