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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

797 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 138 funds opening new positions, 245 increasing their positions, 253 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
797
Holders Change
+85
Holders Change %
+11.94%
% of All Funds
11.68%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.37%
New
138
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
+$404M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$378M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$168M
4
Osaic Holdings
Osaic Holdings
Arizona
+$115M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69.1M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
-$51.9M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$25.4M
3
WIA
World Investment Advisors
California
-$20.9M
4
UCFA
United Capital Financial Advisors
Texas
-$20.4M
5
SAF
Smith Anglin Financial
Texas
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
201
Ashton Thomas Private Wealth
Arizona
$2.73M -$33.5K -325 -1%
BCM
202
Becker Capital Management
Oregon
$2.64M – – –
FPIS
203
Financial Planning & Information Services
Wisconsin
$2.6M +$11.8K +114 +0.5%
PAIM
204
Punch & Associates Investment Management
Minnesota
$2.55M -$2.42M -23,514 -49%
FCB
205
First County Bank
Connecticut
$2.55M -$352K -3,411 -12%
NCM
206
Neumann Capital Management
California
$2.55M – – –
FFA
207
Farther Finance Advisors
California
$2.54M +$2.3M +22,297 +939%
FCI
208
Financial Counselors Inc
Kansas
$2.54M +$13.4K +130 +0.5%
PP
209
PrairieView Partners
Minnesota
$2.5M – – –
LFG
210
Larson Financial Group
Missouri
$2.49M -$2.5M -24,211 -50%
GJIA
211
Glass Jacobson Investment Advisors
Maryland
$2.48M -$874K -8,476 -26%
ATI
212
ARK & TLK Investments
Oklahoma
$2.45M +$2.45M +23,805 New
AWM
213
Apollon Wealth Management
South Carolina
$2.45M +$145K +1,411 +6%
KDA
214
Kraft Davis & Associates
Missouri
$2.41M +$3.1K +31 +0.1%
TIA
215
Tiemann Investment Advisors
California
$2.39M +$25K +243 +1%
Natixis Advisors
216
Natixis Advisors
Massachusetts
$2.38M +$21.2K +206 +0.9%
NL
217
NWAM LLC
Washington
$2.33M +$478K +4,637 +26%
LF
218
LifeSteps Financial
California
$2.31M +$7.11K +69 +0.3%
NA
219
NewEdge Advisors
Louisiana
$2.31M +$1.07M +10,726 +86%
ABC
220
Associated Banc-Corp
Wisconsin
$2.28M +$129K +1,253 +6%
GIM
221
Goelzer Investment Management
Indiana
$2.26M +$2.16K +21 +0.1%
TSWM
222
Triangle Securities Wealth Management
North Carolina
$2.26M +$87.9K +853 +4%
UWPG
223
Ullmann Wealth Partners Group
Florida
$2.22M -$1.22M -11,797 -35%
SPC
224
Sigma Planning Corp
Michigan
$2.2M -$3.57M -34,636 -62%
PAS
225
Park Avenue Securities
New York
$2.2M +$2.2M +21,354 New
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