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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 %
MFWP
626
Mosaic Family Wealth Partners
Missouri
$210K +$210K +2,040 New
GC
627
Garde Capital
Washington
$207K – – –
CWP
628
Curated Wealth Partners
California
$207K -$216K -2,100 -51%
DWP
629
Destiny Wealth Partners
Florida
$207K +$207K +2,080 New
KCM
630
Kendall Capital Management
Maryland
$207K +$207K +2,005 New
HP
631
Holistic Planning
Texas
$207K +$207K +2,004 New
PPA
632
Painted Porch Advisors
California
$206K +$206K +2,000 New
JWM
633
Jeppson Wealth Management
California
$206K +$206K +2,000 New
PWM
634
Perigon Wealth Management
California
$206K +$206K +1,995 New
HI
635
Harbour Investments
Wisconsin
$206K +$22.4K +217 +12%
GFA
636
Gallagher Fiduciary Advisors
Illinois
$204K +$204K +1,976 New
BOPW
637
Brandywine Oak Private Wealth
Pennsylvania
$202K -$258K -2,499 -56%
SEI Investments
638
SEI Investments
Pennsylvania
$201K +$201K +1,951 New
TCWA
639
Turtle Creek Wealth Advisors
Texas
$201K +$201K +1,950 New
CM
640
Columbus Macro
Pennsylvania
$200K +$200K +1,946 New
SOS
641
Silver Oak Securities
Tennessee
$198K +$198K +1,920 New
CA
642
Clearstead Advisors
Ohio
$197K -$197K -1,916 -50%
AIA
643
Arcadia Investment Advisors
Idaho
$195K – – –
KWAG
644
Kiely Wealth Advisory Group
North Carolina
$191K +$191K +1,906 New
CAS
645
Coppell Advisory Solutions
Texas
$189K +$189K +1,837 New
JGIA
646
Jackson Grant Investment Advisers
Connecticut
$187K +$412 +4 +0.2%
AssetMark Inc
647
AssetMark Inc
California
$184K +$167K +1,621 +977%
AWM
648
AllSquare Wealth Management
New York
$184K – – –
HWA
649
HHM Wealth Advisors
Tennessee
$171K – – –
PMFA
650
Plante Moran Financial Advisors
Michigan
$167K – – –
24 25
26
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