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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 %
OP
651
ORG Partners
Indiana
$166K +$57.7K +560 +53%
RA
652
Rise Advisors
New York
$161K -$1.75K -17 -1%
Qube Research & Technologies (QRT)
653
Qube Research & Technologies (QRT)
United Kingdom
$157K +$21.6K +210 +16%
MCM
654
Mill Capital Management
North Carolina
$144K – – –
LWANC
655
Laurel Wealth Advisors (North Carolina)
North Carolina
$142K – – –
AIC
656
Archer Investment Corporation
Indiana
$137K -$2.06K -20 -1%
IRAG
657
Investment Research & Advisory Group
Georgia
$133K – – –
AP
658
Atwood & Palmer
Missouri
$131K – – –
HCM
659
Hollencrest Capital Management
California
$129K – – –
MIM
660
Macroview Investment Management
Maryland
$126K +$6.7K +65 +6%
HPC
661
HM Payson & Co
Maine
$123K – – –
DSC
662
Duncker Streett & Co
Missouri
$113K – – –
NB
663
NBT Bank
New York
$106K +$106K +1,033 New
CI
664
Cordant Inc
Oregon
$101K – – –
RFS
665
Richardson Financial Services
Massachusetts
$98.7K +$98.7K +958 New
HIA
666
Harbor Investment Advisory
Maryland
$96.8K -$119K -1,150 -55%
BTI
667
Blue Trust Inc
Georgia
$96K – – –
CIA
668
Cape Investment Advisory
Georgia
$96K +$27.5K +267 +40%
TAM
669
Townsend Asset Management
North Carolina
$95K – – –
GBT
670
Grove Bank & Trust
Florida
$92.8K +$30.9K +300 +50%
LC
671
Lindbrook Capital
California
$91.9K – – –
SIC
672
SJS Investment Consulting
Ohio
$86.6K +$103 +1 +0.1%
IGWM
673
ICA Group Wealth Management
Colorado
$85.9K +$85.9K +833 New
MFT
674
Moisand Fitzgerald Tamayo
Florida
$85.1K +$6.08K +59 +8%
T
675
Tidemark
California
$84.5K +$84.5K +820 New
25 26
27
28 29