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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

712 hedge funds and large institutions have $3.76B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 189 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-20
Holders Change %
-2.73%
% of All Funds
11.35%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
42
Increased
189
Reduced
287
Closed
54
Calls
$2.01M
Puts
$547K
Net Calls
+$1.46M
Net Calls Change
+$15K

Top Buyers

1
WIA
World Investment Advisors
California
$29.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$103M
3
Comerica Bank
Comerica Bank
Texas
$13.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$25.5M
5
RIA
Regal Investment Advisors
Michigan
$6.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$331M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$107M
3
UCFA
United Capital Financial Advisors
Texas
$38.2M
4
Wells Fargo
Wells Fargo
California
$135M
5
M&T Bank
M&T Bank
New York
$94.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
701
Ancora Advisors
Ohio
$4.37K – – –
DWMG
702
DB Wealth Management Group
California
$3.93K – – –
WFA
703
WestHill Financial Advisors
California
$3.57K – – –
ME
704
McIlrath & Eck
Washington
$3.3K -$981 -11 -23%
SIS
705
Sound Income Strategies
Florida
$3.03K – – –
PWMG
706
Provence Wealth Management Group
California
$2.95K +$2.95K +33 New
CBT
707
Central Bank & Trust
Kentucky
$2.14K – – –
FDCC
708
Foster Dykema Cabot & Co
Massachusetts
$2K – – –
NS
709
NBC Securities
Alabama
$2K +$2K +27 New
EWA
710
EverSource Wealth Advisors
Alabama
$1.16K – – –
NCM
711
Northwest Capital Management
Oregon
$535 – – –
Russell Investments Group
712
Russell Investments Group
United Kingdom
$526 – – –
PP
713
Pacifica Partners
Canada
$517 – – –
IHWM
714
Iron Horse Wealth Management
Iowa
$204 – – –
RFM
715
Royal Fund Management
Florida
– -$5.05M -53,122 Closed
CCA
716
Cadent Capital Advisors
Oklahoma
– -$2.22M -23,313 Closed
PG
717
Prostatis Group
Maryland
– -$12.2K -11,607 Closed
V
718
Veritable
Delaware
– -$1.03M -10,809 Closed
FPCG
719
Forum Private Client Group
Indiana
– -$991K -10,424 Closed
KM
720
Kalos Management
Georgia
– -$952K -10,011 Closed
GGI
721
GPM Growth Investors
Michigan
– -$853K -8,968 Closed
QIM
722
Quantitative Investment Management
Virginia
– -$816K -8,589 Closed
TAIM
723
TD Ameritrade Investment Management
Nebraska
– -$738K -7,763 Closed
GS
724
GTS Securities
New York
– -$667K -7,019 Closed
Renaissance Technologies
725
Renaissance Technologies
New York
– -$504K -5,300 Closed
27 28
29
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