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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 %
IFS
76
Ifrah Financial Services
Arkansas
$5.58M +$2.56M +31,504 +85%
SFO
77
Stokes Family Office
Louisiana
$5.48M +$301K +3,707 +6%
PFP
78
Pinnacle Financial Partners
Tennessee
$5.38M -$482K -5,792 -8%
Comerica Bank
79
Comerica Bank
Texas
$5.32M -$56.8K -635 -1%
CPO
80
Cerity Partners OCIO
New York
$5.22M -$1.16M -14,245 -18%
IF
81
Ironwood Financial
Arizona
$5.11M +$1.2M +14,746 +31%
SWA
82
SOA Wealth Advisors
New York
$5.1M +$5.1M +54,741 New
NFG
83
Northeast Financial Group
Pennsylvania
$5.04M +$5.04M +61,926 New
SPIA
84
Steward Partners Investment Advisory
New York
$5.03M -$56.6K -696 -1%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$4.97M -$283K -3,481 -5%
MCM
86
MAI Capital Management
Ohio
$4.93M +$218K +2,676 +5%
MFM
87
Mirsky Financial Management
New York
$4.91M -$550K -6,761 -10%
SPC
88
Sigma Planning Corp
Michigan
$4.91M +$651K +8,012 +15%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$4.79M +$3.33M +41,003 +228%
MML Investors Services
90
MML Investors Services
Massachusetts
$4.79M -$976K -12,000 -17%
FI
91
FormulaFolio Investments
Michigan
$4.79M +$4.28M +52,614 +843%
FHB
92
First Hawaiian Bank
Hawaii
$4.77M -$162K -1,991 -3%
SNT
93
Security National Trust
West Virginia
$4.73M +$387K +4,762 +9%
CA
94
Calton & Associates
Florida
$4.7M +$4.7M +57,832 New
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$4.68M +$1.22M +15,025 +35%
FMC
96
First Merchants Corp
Indiana
$4.67M -$59.9K -737 -1%
CA
97
Centerpoint Advisors
Massachusetts
$4.52M -$50.9K -626 -1%
GLA
98
Great Lakes Advisors
Illinois
$4.45M +$32K +393 +0.7%
LFS
99
Lutz Financial Services
Nebraska
$4.36M -$157K -1,935 -3%
MA
100
MUFG Americas
New York
$4.34M -$32.5K -400 -0.7%
2 3
4
5 6