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

756 hedge funds and large institutions have $4.36B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 226 increasing their positions, 318 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-41
Holders Change %
-5.14%
% of All Funds
10.96%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.3%
New
44
Increased
226
Reduced
318
Closed
72
Calls
$3.73M
Puts
$1.65M
Net Calls
+$2.08M
Net Calls Change
+$1.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
2
M&T Bank
M&T Bank
New York
+$53.7M
3
Lido Advisors
Lido Advisors
California
+$12.8M
4
Bank of America
Bank of America
North Carolina
+$12.4M
5
UBS Group
UBS Group
Switzerland
+$9.27M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$427M
2
Morgan Stanley
Morgan Stanley
New York
-$376M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$168M
4
Osaic Holdings
Osaic Holdings
Arizona
-$123M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$80.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
376
Center for Financial Planning
Michigan
$675K – – –
VWM
377
Valley Wealth Managers
New Jersey
$675K +$66.8K +650 +11%
BGAI
378
Bruce G. Allen Investments
Colorado
$672K +$177K +1,723 +36%
BPA
379
Beacon Pointe Advisors
California
$672K +$57.7K +562 +9%
Charles Schwab
380
Charles Schwab
California
$655K -$17.6K -171 -3%
CB
381
Commerce Bank
Missouri
$653K -$16.3K -159 -2%
FHA
382
First Horizon Advisors
Tennessee
$652K +$179K +1,744 +38%
HWA
383
Heritage Wealth Advisors
Virginia
$644K – – –
TC
384
TAGStone Capital
North Carolina
$643K +$2.26K +22 +0.4%
CFG
385
Citizens Financial Group
Rhode Island
$638K -$28.9K -281 -4%
HWM
386
HighMark Wealth Management
Minnesota
$638K -$300K -2,924 -32%
IC
387
IEQ Capital
California
$637K – – –
CAM
388
Close Asset Management
United Kingdom
$637K – – –
NWM
389
Northwest Wealth Management
Iowa
$631K -$53.3K -519 -8%
JFG
390
JMG Financial Group
Illinois
$622K +$104K +1,013 +20%
JIC
391
Johnson Investment Counsel
Ohio
$621K +$15.4K +150 +3%
PAMG
392
Patton Albertson Miller Group
Tennessee
$616K – – –
BHWM
393
Beaird Harris Wealth Management
Texas
$615K +$103 +1 +0%
FA
394
Financial Alternatives
California
$613K – – –
NOI
395
Newton One Investments
Delaware
$612K +$2.16K +21 +0.4%
Two Sigma Advisers
396
Two Sigma Advisers
New York
$606K -$2.41M -23,500 -80%
HSWM
397
Hubbell Strickland Wealth Management
Louisiana
$603K +$7.13K +70 +1%
RIA
398
Richwood Investment Advisors
Ohio
$591K -$56.5K -550 -9%
SDWMA
399
Schneider Downs Wealth Management Advisors
Pennsylvania
$584K +$1.85K +18 +0.3%
DADC
400
D.A. Davidson & Co
Montana
$580K -$58.7K -571 -9%
14 15
16
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