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iShares S&P Small-Cap 600 Value ETF
IJS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 239 M -USD 18.3 M -264,744 -7%
Wells Fargo
2
Wells Fargo
California
USD 216 M -USD 23.5 M -339,598 -10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
USD 182 M +USD 11.2 M +161,364 +7%
Bank of America
4
Bank of America
North Carolina
USD 145 M -USD 9.7 M -140,816 -6%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
USD 145 M +USD 273 k +3,950 +0.2%
Portfolio Solutions
6
Portfolio Solutions
Michigan
USD 120 M -USD 750 k -10,852 -0.6%
PineBridge Investments
7
PineBridge Investments
New York
USD 68.5 M +USD 1.2 M +17,400 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
USD 67.1 M +USD 2.55 M +36,908 +4%
UBS Group
9
UBS Group
Switzerland
USD 60.3 M -USD 14.9 M -215,830 -20%
M&T Bank
10
M&T Bank
New York
USD 59.3 M -USD 5.89 M -85,170 -9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 51.7 M +USD 3.74 M +54,094 +8%
United Capital Financial Advisors
12
United Capital Financial Advisors
Texas
USD 51 M +USD 3.39 M +49,022 +7%
LPL Financial
13
LPL Financial
California
USD 36.2 M -USD 6.21 M -89,912 -15%
Stifel Financial
14
Stifel Financial
Missouri
USD 35.4 M +USD 3.48 M +50,320 +11%
Cerity Partners OCIO
15
Cerity Partners OCIO
New York
USD 25.3 M +USD 602 k +8,708 +2%
Probity Advisors
16
Probity Advisors
Texas
USD 20.8 M -USD 6.08 k -88 -0%
Phillips Financial Management
17
Phillips Financial Management
Indiana
USD 19.8 M +USD 455 k +6,586 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 19.5 M -USD 5.77 M -83,432 -23%
Bailard
19
Bailard
California
USD 19.2 M +USD 192 k +2,784 +1%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 18.6 M -USD 1.67 M -24,220 -8%
GHP Investment Advisors
21
GHP Investment Advisors
Colorado
USD 18.3 M -USD 425 k -6,156 -2%
NFG
22
Noven Financial Group
Colorado
USD 17.4 M -USD 3.32 M -48,046 -16%
PHAM
23
Palisades Hudson Asset Management
Florida
USD 16.4 M +USD 883 k +12,774 +6%
Goldman Sachs
24
Goldman Sachs
New York
USD 16 M +USD 7.53 M +108,984 +91%
Truist Financial
25
Truist Financial
North Carolina
USD 15.6 M +USD 284 k +4,112 +2%
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