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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
World Investment Advisors
California
$31.7M
2
Stifel Financial
Stifel Financial
Missouri
$92M
3
HWA
Heartwood Wealth Advisors
Virginia
$17.6M
4
Wells Fargo
Wells Fargo
California
$147M
5
Morgan Stanley
Morgan Stanley
New York
$286M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.12B
2
UCFA
United Capital Financial Advisors
Texas
$87.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$150M
4
PS
Portfolio Solutions
Michigan
$116M
5
MCG
MACRO Consulting Group
New Jersey
$7.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
126
Bridges Investment Management
Nebraska
$3.19M -$149K -1,830 -4%
NSB
127
Norway Savings Bank
Maine
$3.17M -$414K -5,090 -12%
AAS
128
Avantax Advisory Services
Texas
$3.13M -$3.53M -43,467 -53%
TYCC
129
Texas Yale Capital Corp
Florida
$3.13M -$5.69K -70 -0.2%
PWA
130
Physician Wealth Advisors
Utah
$3.11M -$3.92M -42,471 -56%
DIP
131
DT Investment Partners
Pennsylvania
$3.09M – – –
OC
132
Oarsman Capital
Wisconsin
$3.05M -$28.1K -346 -0.9%
BP
133
Ballentine Partners
Massachusetts
$3.02M -$154K -1,900 -5%
RC
134
Rovin Capital
Arizona
$2.98M +$71.2K +876 +2%
JWS
135
Juncture Wealth Strategies
Arizona
$2.96M +$7.24K +89 +0.2%
BAM
136
Baldrige Asset Management
Pennsylvania
$2.95M +$78K +960 +3%
FPIS
137
Financial Planning & Information Services
Wisconsin
$2.9M -$57.7K -710 -2%
KAS
138
Kestra Advisory Services
Texas
$2.8M +$656K +8,085 +31%
LFG
139
Larson Financial Group
Missouri
$2.77M -$598K -7,356 -18%
IA
140
IndexIQ Advisors
New York
$2.74M -$811K -9,972 -23%
TIM
141
Tortoise Investment Management
New York
$2.64M -$212K -2,612 -7%
AF
142
Allworth Financial
California
$2.64M -$159K -1,958 -6%
FFA
143
Freedman Financial Associates
Massachusetts
$2.61M +$2.61M +32,043 New
GIM
144
Goelzer Investment Management
Indiana
$2.6M -$611K -7,520 -19%
CCC
145
Crescent Capital Consulting
Louisiana
$2.57M +$2.57M +31,677 New
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$2.51M +$110K +1,349 +5%
PP
147
PrairieView Partners
Minnesota
$2.5M -$138K -1,696 -5%
BSW
148
Buckingham Strategic Wealth
Missouri
$2.49M -$283K -3,480 -10%
JWBC
149
J.W. Burns & Co
New York
$2.48M +$2.1M +25,824 +554%
SC
150
Savant Capital
Illinois
$2.42M -$98.7K -1,214 -4%
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