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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

712 hedge funds and large institutions have $3.76B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 189 increasing their positions, 287 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-20
Holders Change %
-2.73%
% of All Funds
11.35%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
42
Increased
189
Reduced
287
Closed
54
Calls
$2.01M
Puts
$547K
Net Calls
+$1.46M
Net Calls Change
+$15K

Top Buyers

1
WIA
World Investment Advisors
California
$29.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$103M
3
Comerica Bank
Comerica Bank
Texas
$13.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$25.5M
5
RIA
Regal Investment Advisors
Michigan
$6.43M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$331M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$107M
3
UCFA
United Capital Financial Advisors
Texas
$38.2M
4
Wells Fargo
Wells Fargo
California
$135M
5
M&T Bank
M&T Bank
New York
$94.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
126
GW & Wade
Massachusetts
$4.31M +$99.4K +1,114 +2%
SCA
127
Southern Capital Advisors
Tennessee
$4.27M +$146K +1,640 +4%
BL
128
BFSG LLC
California
$4.18M -$3.3M -36,950 -44%
LCM
129
Liberty Capital Management
Michigan
$4.13M +$272K +3,048 +7%
OAM
130
Occidental Asset Management
California
$4.12M +$1.87M +20,904 +83%
LFS
131
Lutz Financial Services
Nebraska
$4.11M -$36.8K -413 -0.9%
EWM
132
Empirical Wealth Management
Washington
$4.09M -$41.8K -469 -1%
PAI
133
Pittenger & Anderson Inc
Nebraska
$4.08M – – –
PFA
134
Petra Financial Advisors
Colorado
$4.05M -$21.8K -244 -0.5%
UB
135
UMB Bank
Missouri
$4.03M +$183K +2,047 +5%
GT
136
Greenleaf Trust
Michigan
$4.01M +$13.9K +156 +0.3%
LFAS
137
Level Four Advisory Services
Texas
$4M -$392K -4,390 -9%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$3.93M +$53.9K +604 +1%
CA
139
Centerpoint Advisors
Massachusetts
$3.92M -$118K -1,321 -3%
IWC
140
Integrated Wealth Concepts
Massachusetts
$3.88M +$161K +1,808 +4%
Northern Trust
141
Northern Trust
Illinois
$3.84M +$323K +3,619 +9%
CAN
142
Cetera Advisor Networks
California
$3.84M -$112K -1,258 -3%
SFS
143
Sowell Financial Services
Arkansas
$3.83M -$94.2K -1,050 -2%
CWP
144
Corepath Wealth Partners
Arizona
$3.82M +$125K +1,462 +3%
QC
145
Quent Capital
New York
$3.76M -$221K -2,478 -6%
FCFC
146
First Citizens Financial Corp
Iowa
$3.75M -$319K -3,573 -8%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$3.75M +$16.2K +182 +0.4%
PA
148
Parallel Advisors
California
$3.69M -$24.8K -278 -0.7%
FHB
149
First Hawaiian Bank
Hawaii
$3.6M -$67.5K -757 -2%
SCG
150
Sonata Capital Group
Washington
$3.59M -$10.2K -114 -0.3%
4 5
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