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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 %
WQ
151
Wealth Quarterback
New Jersey
$3.48M +$3.48M +38,989 New
Bank of New York Mellon
152
Bank of New York Mellon
New York
$3.47M -$266K -2,979 -7%
LC
153
LTG Capital
Massachusetts
$3.45M -$17.4K -195 -0.5%
EWA
154
EP Wealth Advisors
California
$3.4M +$129K +1,441 +4%
DIP
155
DT Investment Partners
Pennsylvania
$3.39M – – –
SWA
156
SOA Wealth Advisors
New York
$3.34M -$279K -3,129 -8%
TYCC
157
Texas Yale Capital Corp
Florida
$3.3M – – –
Two Sigma Advisers
158
Two Sigma Advisers
New York
$3.2M +$1.45M +16,200 +82%
BFM
159
Broadview Financial Management
Wisconsin
$3.17M -$56.9K -638 -2%
MCWS
160
McKinley Carter Wealth Services
West Virginia
$3.09M -$44.5K -499 -1%
BP
161
Ballentine Partners
Massachusetts
$3M -$19.5K -218 -0.6%
Two Sigma Investments
162
Two Sigma Investments
New York
$3M +$1.43M +16,000 +91%
UWPG
163
Ullmann Wealth Partners Group
Florida
$2.98M -$377K -4,230 -11%
GLLW
164
Graves Light Lenhart Wealth
Virginia
$2.95M +$117K +1,352 +4%
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$2.91M -$23.3K -261 -0.8%
ASN
166
Advisory Services Network
Georgia
$2.77M +$280K +3,141 +11%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$2.68M +$121K +1,360 +5%
PA
168
Pinnacle Associates
New York
$2.66M -$91.2K -1,022 -3%
AFG
169
Atomi Financial Group
New York
$2.65M +$1.63M +18,263 +160%
OC
170
Oarsman Capital
Wisconsin
$2.63M -$18.5K -207 -0.7%
TIM
171
Tortoise Investment Management
New York
$2.61M -$9.37K -105 -0.4%
CPA
172
Cardiff Park Advisors
California
$2.61M -$714 -8 -0%
OWA
173
One Wealth Advisors
California
$2.55M -$66.1K -741 -3%
PGFC
174
Peapack-Gladstone Financial Corp
New Jersey
$2.52M +$476K +5,340 +23%
FCB
175
First County Bank
Connecticut
$2.51M +$1.25M +14,031 +99%
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