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

796 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 137 funds opening new positions, 245 increasing their positions, 253 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
796
Holders Change
+84
Holders Change %
+11.8%
% of All Funds
11.67%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
137
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
$786M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$502M
3
CCMG
Clark Capital Management Group
Pennsylvania
$168M
4
Osaic Holdings
Osaic Holdings
Arizona
$145M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$188M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$38.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$74.9M
3
WIA
World Investment Advisors
California
$13.1M
4
UCFA
United Capital Financial Advisors
Texas
$23.7M
5
SAF
Smith Anglin Financial
Texas
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
776
Sugarloaf Wealth Management
Georgia
$5.94K +$102 +1 +2%
FWM
777
Focused Wealth Management
New York
$5.38K – – –
AA
778
Ancora Advisors
Ohio
$5.05K – – –
JFGIW
779
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.95K +$4.95K +48 New
EWM
780
EPG Wealth Management
Georgia
$4.83K – – –
DWMG
781
DB Wealth Management Group
California
$4.54K – – –
CJ
782
Caitlin John
Michigan
$4.25K +$4.25K +41 New
EWA
783
EverSource Wealth Advisors
Alabama
$4.02K +$2.68K +26 +200%
WAG
784
Wiser Advisor Group
Arizona
$3.92K +$3.92K +38 New
ME
785
McIlrath & Eck
Washington
$3.81K – – –
RIM
786
Rockbridge Investment Management
New York
$3.81K +$3.81K +37 New
PWMG
787
Provence Wealth Management Group
California
$3.4K – – –
PA
788
Pineridge Advisors
Missouri
$3.3K +$3.3K +32 New
VL
789
Vima LLC
Michigan
$3.09K +$3.09K +30 New
FDCP
790
Foster Dykema Cabot & Partners
Massachusetts
$2.68K +$2.68K +26 New
CBT
791
Central Bank & Trust
Kentucky
$2.47K – – –
NS
792
NBC Securities
Alabama
$2K – – –
HGA
793
Hobbs Group Advisors
South Carolina
$1.75K +$1.75K +17 New
FBC
794
Fairfield, Bush & Co
Connecticut
$1.03K +$1.03K +10 New
BNP Paribas Financial Markets
795
BNP Paribas Financial Markets
France
$721 +$721 +7 New
NCM
796
Northwest Capital Management
Oregon
$618 – – –
Russell Investments Group
797
Russell Investments Group
United Kingdom
$607 – – –
IHWM
798
Iron Horse Wealth Management
Iowa
$237 – – –
SPIA
799
Strategic Point Investment Advisors
Rhode Island
– -$4.84M -54,231 Closed
HF
800
HRT Financial
New York
– -$4.36M -48,821 Closed
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