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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.

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

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$38.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$74.9M
3
WIA
World Investment Advisors
California
$13.1M
4
UCFA
United Capital Financial Advisors
Texas
$23.7M
5
SAF
Smith Anglin Financial
Texas
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
126
First Merchants Corp
Indiana
$5.15M -$10.1K -98 -0.2%
BEC
127
Blue Edge Capital
Virginia
$5.12M +$2.3M +22,271 +81%
SCA
128
Southern Capital Advisors
Tennessee
$5.09M +$162K +1,572 +3%
AWE
129
Avidian Wealth Enterprises
Texas
$5.07M -$1.36M -13,170 -21%
GW
130
GW & Wade
Massachusetts
$4.92M -$49.8K -483 -1%
OAM
131
Occidental Asset Management
California
$4.87M +$109K +1,056 +2%
SFS
132
Sowell Financial Services
Arkansas
$4.87M +$474K +4,599 +11%
CGA
133
Crescent Grove Advisors
Illinois
$4.84M -$2.24M -21,731 -32%
FFG
134
Foundry Financial Group
New Hampshire
$4.82M +$4.82M +46,805 New
GT
135
Greenleaf Trust
Michigan
$4.77M +$144K +1,399 +3%
EWM
136
Empirical Wealth Management
Washington
$4.72M -$4.23K -41 -0.1%
PAI
137
Pittenger & Anderson Inc
Nebraska
$4.71M – – –
LFS
138
Lutz Financial Services
Nebraska
$4.68M -$63.5K -616 -1%
LFAS
139
Level Four Advisory Services
Texas
$4.62M – – –
QC
140
Quent Capital
New York
$4.6M +$252K +2,442 +6%
OA
141
Operose Advisors
Wisconsin
$4.58M -$921K -8,939 -17%
Two Sigma Investments
142
Two Sigma Investments
New York
$4.49M +$1.03M +10,000 +30%
ASN
143
Advisory Services Network
Georgia
$4.49M +$1.29M +12,560 +41%
UB
144
UMB Bank
Missouri
$4.48M -$173K -1,674 -4%
CWP
145
Corepath Wealth Partners
Arizona
$4.47M +$34.5K +347 +0.8%
CA
146
Centerpoint Advisors
Massachusetts
$4.45M -$82.6K -801 -2%
DIP
147
DT Investment Partners
Pennsylvania
$4.41M +$602K +6,000 +16%
PFGIA
148
Patriot Financial Group Insurance Agency
Massachusetts
$4.37M +$39.3K +381 +0.9%
LCM
149
Liberty Capital Management
Michigan
$4.25M -$526K -5,103 -11%
Northern Trust
150
Northern Trust
Illinois
$4.2M -$239K -2,317 -5%
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