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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 %
FCFC
151
First Citizens Financial Corp
Iowa
$4.19M -$145K -1,407 -3%
PFBT
152
Parkside Financial Bank & Trust
Missouri
$4.18M +$4.02M +39,003 +2,505%
SCG
153
Sonata Capital Group
Washington
$4.15M -$412 -4 -0%
PA
154
Parallel Advisors
California
$4.15M -$121K -1,176 -3%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$4.13M +$1.79M +17,395 +77%
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$4.11M +$1.01M +9,825 +33%
FHB
157
First Hawaiian Bank
Hawaii
$4.06M -$102K -987 -2%
CFG
158
Clayton Financial Group
Missouri
$4.05M +$4.05M +39,316 New
LC
159
LTG Capital
Massachusetts
$3.97M -$19.3K -187 -0.5%
CWA
160
Centennial Wealth Advisory
Michigan
$3.91M +$3.91M +37,897 New
MA
161
Mutual Advisors
Nebraska
$3.87M +$2.68M +26,033 +226%
EWA
162
EP Wealth Advisors
California
$3.86M -$70.5K -684 -2%
TYCC
163
Texas Yale Capital Corp
Florida
$3.81M – – –
IWC
164
Integrated Wealth Concepts
Massachusetts
$3.79M -$691K -6,702 -15%
SIS
165
Sound Income Strategies
Florida
$3.76M +$3.75M +36,425 +107,132%
BWM
166
BKM Wealth Management
Wisconsin
$3.75M +$3.75M +36,406 New
SWA
167
SOA Wealth Advisors
New York
$3.74M -$122K -1,186 -3%
Bank of New York Mellon
168
Bank of New York Mellon
New York
$3.67M -$344K -3,333 -9%
GLLW
169
Graves Light Lenhart Wealth
Virginia
$3.59M +$72.4K +702 +2%
MCWS
170
McKinley Carter Wealth Services
West Virginia
$3.59M +$27.9K +271 +0.8%
BFM
171
Broadview Financial Management
Wisconsin
$3.58M -$88.8K -862 -2%
IA
172
IFP Advisors
Florida
$3.57M +$3.39M +32,905 +1,872%
FHC
173
First Heartland Consultants
Missouri
$3.45M +$1.25M +12,162 +57%
BP
174
Ballentine Partners
Massachusetts
$3.44M -$32.2K -312 -0.9%
Pathstone Holdings
175
Pathstone Holdings
New Jersey
$3.41M +$3.41M +33,111 New
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