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

571 hedge funds and large institutions have $4.05B invested in iShares S&P Small-Cap 600 Value ETF in 2020 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 127 increasing their positions, 217 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
571
Holders Change
+95
Holders Change %
+19.96%
% of All Funds
10.13%
Holding in Top 10
27
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+80%
% of All Funds
0.48%
New
131
Increased
127
Reduced
217
Closed
27
Calls
$2.58M
Puts
$1.44M
Net Calls
+$1.14M
Net Calls Change
+$735K

Top Buyers

1
WIA
1
World Investment Advisors
California
$31.7M
2
Stifel Financial
2
Stifel Financial
Missouri
$92M
3
HWA
3
Heartwood Wealth Advisors
Virginia
$17.6M
4
Wells Fargo
4
Wells Fargo
California
$147M
5
Morgan Stanley
5
Morgan Stanley
New York
$286M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.12B
2
UCFA
2
United Capital Financial Advisors
Texas
$87.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$150M
4
PS
4
Portfolio Solutions
Michigan
$116M
5
MCG
5
MACRO Consulting Group
New Jersey
$7.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
51
Evanson Asset Management
California
$8.48M -$16.8K -206 -0.2%
AMG
52
Asset Management Group
Connecticut
$8.47M -$79.7K -980 -0.9%
KeyBank National Association
53
KeyBank National Association
Ohio
$8.36M +$54.4K +669 +0.7%
HFBOT
54
Home Federal Bank of Tennessee
Tennessee
$7.76M -$318K -3,909 -4%
MCG
55
MACRO Consulting Group
New Jersey
$7.49M -$7.37M -90,586 -50%
MWM
56
Modera Wealth Management
New Jersey
$7.45M +$7.17M +88,219 +2,621%
SAF
57
Smith Anglin Financial
Texas
$7.44M +$7.44M +91,463 New
SWM
58
Soundmark Wealth Management
Washington
$7.23M +$7.23M +88,945 New
BEC
59
Blue Edge Capital
Virginia
$7.22M +$1.67M +20,524 +30%
EK
60
Evensky & Katz
Florida
$6.97M +$229K +2,811 +3%
MCWS
61
McKinley Carter Wealth Services
West Virginia
$6.81M +$6.81M +83,796 New
BCM
62
Brookstone Capital Management
Illinois
$6.69M +$6.69M +82,315 New
CAL
63
Capital Advisors Ltd
Ohio
$6.59M -$407K -5,003 -6%
CPIG
64
Chicago Partners Investment Group
Illinois
$6.57M -$6.05M -67,631 -48%
UB
65
UMB Bank
Missouri
$6.49M -$2.19M -26,902 -25%
SL
66
Salomon & Ludwin
Virginia
$6.49M -$177K -2,174 -3%
BF
67
BOK Financial
Oklahoma
$6.41M -$84.6K -1,041 -1%
FAN
68
Financial Advisors Network
California
$6.17M +$175K +2,156 +3%
SCG
69
Sonata Capital Group
Washington
$6.1M -$16.8K -207 -0.3%
TFF
70
The Family Firm
Maryland
$6.09M +$184K +2,079 +3%
SFP
71
Sterling Financial Planning
New Jersey
$6M +$6M +73,747 New
GT
72
Glenmede Trust
Pennsylvania
$5.98M +$1.68M +20,677 +39%
US Bancorp
73
US Bancorp
Minnesota
$5.66M -$5.45K -67 -0.1%
Lido Advisors
74
Lido Advisors
California
$5.65M +$2.53M +31,071 +81%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$5.63M +$645K +7,281 +13%
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3
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