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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 %
QWP
176
Quotient Wealth Partners
Texas
$3.35M +$3.35M +32,486 New
HH
177
Hilltop Holdings
Texas
$3.34M +$1.26M +12,194 +60%
CC
178
Courier Capital
New York
$3.23M +$389K +3,778 +14%
APG
179
Abacus Planning Group
South Carolina
$3.16M -$3.16M -30,663 -50%
Two Sigma Advisers
180
Two Sigma Advisers
New York
$3.03M -$670K -6,500 -18%
CastleKeep Investment Advisors
181
CastleKeep Investment Advisors
Connecticut
$3.02M +$3.02M +29,289 New
CA
182
Cetera Advisors
Colorado
$3M +$1.48M +14,372 +97%
OC
183
Oarsman Capital
Wisconsin
$3M -$41K -398 -1%
CPA
184
Cardiff Park Advisors
California
$2.99M -$27.7K -269 -0.9%
BL
185
BFSG LLC
California
$2.96M -$1.87M -18,182 -39%
TIM
186
Tortoise Investment Management
New York
$2.95M -$72.2K -700 -2%
PA
187
Pinnacle Associates
New York
$2.9M -$174K -1,688 -6%
OWA
188
One Wealth Advisors
California
$2.89M -$54.8K -532 -2%
DT
189
Diversified Trust
Tennessee
$2.88M – – –
PGFC
190
Peapack-Gladstone Financial Corp
New Jersey
$2.88M -$30.9K -300 -1%
Financial Engines Advisors
191
Financial Engines Advisors
California
$2.87M +$61.5K +597 +2%
SAM
192
Silvercrest Asset Management
New York
$2.84M +$35.5K +344 +1%
PAG
193
Private Advisor Group
New Jersey
$2.84M +$191K +1,858 +7%
WI
194
Wintrust Investments
Illinois
$2.84M +$339K +3,286 +14%
AF
195
Allworth Financial
California
$2.83M +$98.8K +959 +4%
ASFA
196
All Season Financial Advisors
Colorado
$2.8M +$2.8M +27,202 New
OAC
197
OMERS Administration Corp
Ontario, Canada
$2.78M +$2.78M +27,000 New
OPW
198
Oxler Private Wealth
New York
$2.76M +$9.59K +93 +0.3%
CAM
199
Cresset Asset Management
Illinois
$2.76M -$40.5K -393 -1%
ATPW
200
Ashton Thomas Private Wealth
Arizona
$2.73M -$33.5K -325 -1%
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