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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 %
TFF
101
The Family Firm
Maryland
$7.31M -$43.4K -421 -0.6%
CPIG
102
Chicago Partners Investment Group
Illinois
$7.31M -$286K -2,889 -4%
NFC
103
Northeast Financial Consultants
Connecticut
$7.29M -$225K -2,185 -3%
LSA
104
Lansing Street Advisors
Pennsylvania
$7.15M +$7.15M +69,389 New
IFS
105
Ifrah Financial Services
Arkansas
$6.97M +$146K +1,421 +2%
SL
106
Salomon & Ludwin
Virginia
$6.97M – – –
IF
107
Ironwood Financial
Arizona
$6.42M -$98.1K -952 -2%
NAM
108
NorthCrest Asset Manangement
Minnesota
$6.4M -$96.4K -935 -1%
SWM
109
SigFig Wealth Management
California
$6.33M +$6.33M +61,373 New
JAG
110
Journey Advisory Group
Kentucky
$6.23M +$291K +2,824 +5%
VC
111
Vicus Capital
Pennsylvania
$5.93M -$67.8K -658 -1%
KPWS
112
Kestra Private Wealth Services
Texas
$5.92M +$803K +7,791 +16%
CCWM
113
Cassaday & Co Wealth Management
Virginia
$5.88M +$888K +8,616 +18%
1IA
114
1834 Investment Advisors
Wisconsin
$5.86M -$68.5K -665 -1%
SFO
115
Stokes Family Office
Louisiana
$5.78M -$633K -6,137 -10%
SWM
116
Soundmark Wealth Management
Washington
$5.75M -$282K -2,736 -5%
GLA
117
Great Lakes Advisors
Illinois
$5.68M -$129K -1,256 -2%
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
$5.65M +$64K +621 +1%
Lido Advisors
119
Lido Advisors
California
$5.63M -$253K -2,452 -4%
SWPG
120
Strategic Wealth Partners Group
Illinois
$5.55M +$7.73K +75 +0.1%
RA
121
Rodgers & Associates
Pennsylvania
$5.5M +$155K +1,501 +3%
Franklin Resources
122
Franklin Resources
California
$5.4M +$325K +3,149 +6%
EK
123
Evensky & Katz
Florida
$5.32M +$6.7K +65 +0.1%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$5.24M +$67.5K +655 +1%
AWP
125
Accretive Wealth Partners
New Jersey
$5.23M -$215K -2,085 -4%
3 4
5
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