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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 %
RB
201
Renasant Bank
Mississippi
$1.39M +$1.39M +17,112 New
MAS
202
Managed Account Services
Florida
$1.39M -$1.4M -15,693 -50%
AWA
203
Arete Wealth Advisors
Illinois
$1.38M +$1.38M +16,983 New
PFG
204
Pacific Financial Group
Washington
$1.34M +$6.75K +83 +0.5%
WMP
205
Wealth Management Partners
Arizona
$1.34M +$1.34M +14,992 New
ABC
206
Associated Banc-Corp
Wisconsin
$1.32M +$387K +4,758 +42%
GW
207
GW & Wade
Massachusetts
$1.31M +$1.31M +16,127 New
TAIM
208
TD Ameritrade Investment Management
Nebraska
$1.28M -$244K -3,000 -16%
TNB
209
Thomasville National Bank
Georgia
$1.28M -$16.6K -204 -1%
SFG
210
StrategIQ Financial Group
Indiana
$1.22M -$45.1K -555 -4%
SEIA
211
Signature Estate & Investment Advisors
California
$1.19M -$201K -2,470 -14%
WQ
212
Wealth Quarterback
New Jersey
$1.19M -$48.2K -593 -4%
UWM
213
Urban Wealth Management
California
$1.19M +$1.19M +14,619 New
AIS
214
American Investment Services
Massachusetts
$1.18M -$80K -983 -6%
WTC
215
WhitTier Trust Company
Nevada
$1.18M -$424K -5,211 -26%
ATPW
216
Ashton Thomas Private Wealth
Arizona
$1.17M +$56.7K +697 +5%
LPIC
217
LeJeune Puetz Investment Counsel
Michigan
$1.17M – – –
ZF
218
Zhang Financial
Michigan
$1.14M -$91.1K -1,121 -7%
MMA
219
Miracle Mile Advisors
California
$1.11M -$252K -3,101 -18%
ODIJL
220
One Day In July LLC
Vermont
$1.11M +$755K +9,281 +215%
NNP
221
Nachman Norwood & Parrott
South Carolina
$1.1M +$2.2K +27 +0.2%
VWM
222
Valley Wealth Managers
New Jersey
$1.08M +$378K +4,653 +54%
HA
223
HYA Advisors
Missouri
$1.04M +$7.72K +95 +0.7%
Millennium Management
224
Millennium Management
New York
$1.04M +$1.04M +12,799 New
FWP
225
FAS Wealth Partners
Kansas
$1.03M -$99.6K -1,225 -9%
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