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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 %
TLFA
151
True Link Financial Advisors
California
$2.42M +$2.42M +21,170 New
TIA
152
Tiemann Investment Advisors
California
$2.37M +$182K +2,239 +8%
Citigroup
153
Citigroup
New York
$2.34M -$213K -2,618 -8%
Northern Trust
154
Northern Trust
Illinois
$2.28M +$376K +4,624 +20%
DI
155
Disciplined Investments
Oklahoma
$2.28M – – –
PWMAG
156
Pinnacle Wealth Management Advisory Group
New Jersey
$2.25M -$128K -1,570 -5%
CI
157
Conning Inc
Connecticut
$2.23M – – –
BRWA
158
B. Riley Wealth Advisors
Florida
$2.2M +$2.2M +27,018 New
CF
159
Centaurus Financial
California
$2.17M +$2.17M +26,734 New
PP
160
Palladium Partners
Virginia
$2.15M -$72K -886 -3%
ASN
161
Advisory Services Network
Georgia
$2.08M +$48.3K +594 +2%
MA
162
Mutual Advisors
Nebraska
$2.05M -$328K -4,032 -14%
UWPG
163
Ullmann Wealth Partners Group
Florida
$2.04M -$525K -6,461 -20%
CAN
164
Cetera Advisor Networks
California
$2.04M -$10.5K -129 -0.5%
NCM
165
Neumann Capital Management
California
$1.9M – – –
PFA
166
Pure Financial Advisors
California
$1.9M -$359K -4,415 -16%
WP
167
WealthSource Partners
California
$1.87M -$1.62M -19,908 -46%
CWM
168
Cranbrook Wealth Management
Michigan
$1.8M -$8.86K -109 -0.5%
LF
169
LifeSteps Financial
California
$1.79M -$28.8K -354 -2%
KPCM
170
Kings Point Capital Management
New York
$1.78M – – –
FCI
171
Financial Counselors Inc
Kansas
$1.76M -$66.3K -815 -4%
AF
172
Advisornet Financial
Minnesota
$1.73M -$506K -6,222 -23%
SLT
173
St Louis Trust
Missouri
$1.73M +$10.2K +125 +0.6%
PAG
174
Private Advisor Group
New Jersey
$1.69M +$87.8K +1,079 +5%
NL
175
NWAM LLC
Washington
$1.67M +$1.67M +20,575 New
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