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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 %
RA
101
Rodgers & Associates
Pennsylvania
$4.27M +$4.27M +52,495 New
BFM
102
Broadview Financial Management
Wisconsin
$4.23M -$496K -6,097 -10%
EWM
103
Empirical Wealth Management
Washington
$4.2M – – –
MSWMA
104
Market Street Wealth Management Advisors
Indiana
$4.19M -$221K -2,721 -5%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$4.19M -$251K -3,081 -6%
MWM
106
Merriman Wealth Management
Washington
$4.15M +$4.15M +51,030 New
CIBC World Market
107
CIBC World Market
Ontario, Canada
$4.11M +$266K +3,273 +7%
HCA
108
Heck Capital Advisors
Wisconsin
$4.1M +$4.01M +49,356 +4,656%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$4.03M -$120K -1,475 -3%
LFAS
110
Level Four Advisory Services
Texas
$4.02M -$27.5K -338 -0.7%
OMC
111
Old Mission Capital
Illinois
$3.97M +$3.97M +48,874 New
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$3.93M +$355K +4,370 +10%
Franklin Resources
113
Franklin Resources
California
$3.9M +$16.7K +205 +0.4%
GT
114
Greenleaf Trust
Michigan
$3.78M -$71.8K -883 -2%
PAI
115
Pittenger & Anderson Inc
Nebraska
$3.72M – – –
SFS
116
Sowell Financial Services
Arkansas
$3.57M -$3.01K -37 -0.1%
PA
117
Pinnacle Associates
New York
$3.57M -$79.1K -973 -2%
LCM
118
Liberty Capital Management
Michigan
$3.51M +$3.51M +43,202 New
APA
119
American Portfolios Advisors
New York
$3.39M +$367K +4,515 +12%
SWPG
120
Strategic Wealth Partners Group
Illinois
$3.39M +$138K +1,695 +4%
First Trust Advisors
121
First Trust Advisors
Illinois
$3.38M +$2.95M +36,288 +681%
CWP
122
Corepath Wealth Partners
Arizona
$3.32M +$3.32M +40,801 New
FCFC
123
First Citizens Financial Corp
Iowa
$3.26M -$36.9K -454 -1%
PA
124
Parallel Advisors
California
$3.25M – – –
AWP
125
Accretive Wealth Partners
New Jersey
$3.22M +$3.22M +39,539 New
3 4
5
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