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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.7M
2
Morgan Stanley
Morgan Stanley
New York
$408M
3
CCMG
Clark Capital Management Group
Pennsylvania
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$21.6M
5
Corient Private Wealth
Corient Private Wealth
Florida
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
MRCM
726
M&R Capital Management
New Jersey
$10.3K – – –
RP
727
Rice Partnership
Hawaii
$10.3K – – –
NRG
728
Nemes Rush Group
Michigan
$10.3K +$10.3K +100 New
MIM
729
MTM Investment Management
South Carolina
$9.25K – – –
Kayne Anderson Rudnick Investment Management
730
Kayne Anderson Rudnick Investment Management
California
$9.15K -$40.3K -392 -81%
CSC
731
Caldwell Sutter Capital
California
$8.84K -$1.64K -16 -16%
SN
732
Sittner & Nelson
Oregon
$8.32K – – –
PAM
733
Palisade Asset Management
Minnesota
$8.22K +$8.22K +80 New
BCMLT
734
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.02K -$1.85K -18 -19%
AAP
735
Arax Advisory Partners
Colorado
$6.65K – – –
BA
736
Ballast Advisors
Minnesota
$6.17K – – –
FFWA
737
FRG Family Wealth Advisors
Washington
$6.15K +$6.15K +64 New
BWL
738
Bogart Wealth LLC
Virginia
$5.34K -$7.81K -76 -59%
SWM
739
Sugarloaf Wealth Management
Georgia
$5.32K -$614 -6 -10%
EWM
740
EPG Wealth Management
Georgia
$5.14K – – –
JFGIW
741
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.93K – – –
WAG
742
Wiser Advisor Group
Arizona
$3.91K – – –
ME
743
McIlrath & Eck
Washington
$3.8K – – –
PA
744
Pineridge Advisors
Missouri
$3.29K – – –
VL
745
Vima LLC
Michigan
$2.81K – – –
FDCP
746
Foster Dykema Cabot & Partners
Massachusetts
$2.67K – – –
CBT
747
Central Bank & Trust
Kentucky
$2.47K – – –
TRCT
748
Tower Research Capital (TRC)
New York
$2.16K -$12.4K -121 -85%
NS
749
NBC Securities
Alabama
$2K – – –
SFM
750
Systematic Financial Management
New Jersey
$1.38K +$1.38K +13 New
28 29
30
31 32