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iShares S&P Small-Cap 600 Value ETF
IJS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 335 M -USD 56.2 M -915,570 -15%
Morgan Stanley
2
Morgan Stanley
New York
USD 207 M -USD 7.69 M -125,404 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
USD 138 M +USD 6.35 M +103,528 +5%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
USD 129 M +USD 10 M +163,736 +9%
Portfolio Solutions
5
Portfolio Solutions
Michigan
USD 124 M -USD 2.86 M -46,620 -2%
Bank of America
6
Bank of America
North Carolina
USD 103 M +USD 4.38 M +71,354 +5%
LPL Financial
7
LPL Financial
California
USD 58.4 M +USD 11.6 M +189,340 +25%
UBS Group
8
UBS Group
Switzerland
USD 58.3 M -USD 858 k -13,978 -1%
M&T Bank
9
M&T Bank
New York
USD 55.3 M +USD 1.78 M +28,990 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 42.8 M +USD 2.12 M +34,556 +5%
United Capital Financial Advisors
11
United Capital Financial Advisors
Texas
USD 42.8 M +USD 2.28 M +37,202 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 41.2 M +USD 2.05 M +33,376 +5%
Stifel Financial
13
Stifel Financial
Missouri
USD 24.1 M +USD 4.51 M +73,562 +23%
Cerity Partners OCIO
14
Cerity Partners OCIO
New York
USD 23.9 M -USD 180 k -2,930 -0.8%
Raymond James Financial Services Advisors
15
Raymond James Financial Services Advisors
Florida
USD 22.7 M +USD 1.34 M +21,898 +6%
Bessemer Group
16
Bessemer Group
New Jersey
USD 21.9 M – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 21 M +USD 4.83 M +78,656 +30%
Probity Advisors
18
Probity Advisors
Texas
USD 19.4 M -USD 12.6 M -205,078 -65%
FIG
19
FundX Investment Group
California
USD 19.1 M +USD 744 k +12,128 +4%
NFG
20
Noven Financial Group
Colorado
USD 17.4 M +USD 1.34 M +21,782 +8%
GHP Investment Advisors
21
GHP Investment Advisors
Colorado
USD 17.2 M -USD 217 k -3,538 -1%
Phillips Financial Management
22
Phillips Financial Management
Indiana
USD 16.5 M -USD 188 k -3,066 -1%
Bailard
23
Bailard
California
USD 16.1 M +USD 954 k +15,550 +6%
KeyBank National Association
24
KeyBank National Association
Ohio
USD 15.4 M +USD 3.01 M +48,998 +25%
Citigroup
25
Citigroup
New York
USD 14.8 M +USD 682 k +11,124 +5%
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