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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.

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
1
Morgan Stanley
New York
$786M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$502M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$168M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$38.2M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$74.9M
3
WIA
3
World Investment Advisors
California
$13.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$23.7M
5
SAF
5
Smith Anglin Financial
Texas
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBWM
76
Granite Bay Wealth Management
New Hampshire
$9.59M +$9.59M +93,325 New
AMG
77
Asset Management Group
Connecticut
$9.49M -$39.4K -382 -0.4%
GT
78
Glenmede Trust
Pennsylvania
$9.48M -$593K -5,749 -6%
JWA
79
JFS Wealth Advisors
Pennsylvania
$9.3M -$24K -233 -0.3%
WQ
80
Wealth Quarterback
New Jersey
$9.25M +$5.23M +50,784 +130%
SWA
81
Sax Wealth Advisors
New Jersey
$9.21M -$102K -985 -1%
KAS
82
Kestra Advisory Services
Texas
$9.12M +$682K +6,620 +8%
BF
83
BOK Financial
Oklahoma
$9.04M +$147K +1,428 +2%
EAM
84
Evanson Asset Management
California
$8.97M -$23.7K -230 -0.3%
SFP
85
Sterling Financial Planning
New Jersey
$8.92M +$13.5K +131 +0.2%
BSW
86
Buckingham Strategic Wealth
Missouri
$8.88M -$1.16M -11,286 -12%
OAM
87
Oppenheimer Asset Management
New York
$8.8M -$198K -1,917 -2%
HFBOT
88
Home Federal Bank of Tennessee
Tennessee
$8.54M +$6.08K +59 +0.1%
RFA
89
RTD Financial Advisors
Pennsylvania
$8.5M -$305K -2,956 -3%
CAL
90
Capital Advisors Ltd
Ohio
$8.36M -$164K -1,587 -2%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$8.34M -$1.88M -18,197 -18%
SPIA
92
Steward Partners Investment Advisory
New York
$8.14M -$88.2K -856 -1%
FFP
93
Forbes Financial Planning
Rhode Island
$8.13M -$112K -1,090 -1%
BRWA
94
B. Riley Wealth Advisors
Florida
$8.1M +$6.77M +65,721 +509%
AIM
95
Access Investment Management
Georgia
$8.08M +$8.08M +78,350 New
SC
96
Sepio Capital
Utah
$7.81M -$1.3M -12,649 -14%
AAS
97
Avantax Advisory Services
Texas
$7.69M -$1.15M -11,149 -13%
RIA
98
Regal Investment Advisors
Michigan
$7.68M +$249K +2,411 +3%
PFP
99
Pinnacle Financial Partners
Tennessee
$7.58M +$41.3K +401 +0.5%
JWBC
100
J.W. Burns & Co
New York
$7.35M -$622K -6,036 -8%
2 3
4
5 6