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

755 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, 317 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-41
Holders Change %
-5.15%
% of All Funds
10.95%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.29%
New
44
Increased
226
Reduced
317
Closed
72
Calls
$3.73M
Puts
$1.65M
Net Calls
+$2.08M
Net Calls Change
+$1.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$312M
2
M&T Bank
2
M&T Bank
New York
$159M
3
Lido Advisors
3
Lido Advisors
California
$18.4M
4
Bank of America
4
Bank of America
North Carolina
$404M
5
UBS Group
5
UBS Group
Switzerland
$122M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$73.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$408M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.6M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
26
Bailard
California
$31.5M +$437K +4,255 +1%
Goldman Sachs
27
Goldman Sachs
New York
$30.6M -$36M -350,528 -54%
PHAM
28
Palisades Hudson Asset Management
Florida
$29.9M -$235K -2,288 -0.8%
Truist Financial
29
Truist Financial
North Carolina
$27M -$11.1M -107,618 -29%
RJA
30
Raymond James & Associates
Florida
$27M -$1.48M -14,380 -5%
PA
31
Probity Advisors
Texas
$26.8M -$317K -3,080 -1%
SC
32
Savant Capital
Illinois
$26.1M -$1.41M -13,680 -5%
Mariner
33
Mariner
Kansas
$24.8M -$1.39M -13,483 -5%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$24.6M -$399K -3,885 -2%
SFI
35
SPC Financial Inc
Maryland
$24.6M +$557K +5,418 +2%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$24M +$504K +4,909 +2%
GIA
37
GHP Investment Advisors
Colorado
$21.9M -$286K -2,781 -1%
UCFA
38
United Capital Financial Advisors
Texas
$21.9M -$1.75M -17,020 -7%
Osaic Holdings
39
Osaic Holdings
Arizona
$21.6M -$123M -1,195,651 -85%
HWA
40
Heartwood Wealth Advisors
Virginia
$21.1M +$170K +1,652 +0.8%
PFM
41
Phillips Financial Management
Indiana
$20.9M -$291K -2,834 -1%
WA
42
Waverly Advisors
Alabama
$20.9M -$1.98M -19,222 -9%
Cerity Partners
43
Cerity Partners
New York
$20.7M -$135K -1,316 -0.7%
Lido Advisors
44
Lido Advisors
California
$18.4M +$12.8M +124,357 +228%
MCM
45
MAI Capital Management
Ohio
$17.2M +$727K +7,076 +4%
EIP
46
Ellis Investment Partners
Pennsylvania
$16.4M -$118K -1,153 -0.7%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$16.3M +$458K +4,461 +3%
MGIA
48
Moneta Group Investment Advisors
Missouri
$15.8M +$4.96M +48,291 +46%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$15.3M -$6.28M -61,143 -29%
Creative Planning
50
Creative Planning
Kansas
$14.3M -$857K -8,344 -6%
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