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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 %
KA
751
Kozak & Associates
Colorado
$1.33K -$15.5K -151 -92%
EWA
752
EverSource Wealth Advisors
Alabama
$1.25K -$2.5K -26 -67%
CPBTD
753
Central Pacific Bank - Trust Division
Hawaii
$1.22K +$1.22K +12 New
HFS
754
Hantz Financial Services
Michigan
$1K +$1K +5 New
NCM
755
Northwest Capital Management
Oregon
$617 – – –
Russell Investments Group
756
Russell Investments Group
United Kingdom
$605 – – –
IHWM
757
Iron Horse Wealth Management
Iowa
$237 – – –
CCMG
758
Clark Capital Management Group
Pennsylvania
– -$168M -1,627,256 Closed
OAM
759
Oppenheimer Asset Management
New York
– -$8.8M -85,417 Closed
CWA
760
Centennial Wealth Advisory
Michigan
– -$3.91M -37,897 Closed
HH
761
Hilltop Holdings
Texas
– -$3.34M -32,358 Closed
ASFA
762
All Season Financial Advisors
Colorado
– -$2.8M -27,202 Closed
OAC
763
OMERS Administration Corp
Ontario, Canada
– -$2.78M -27,000 Closed
PAS
764
Park Avenue Securities
New York
– -$2.2M -21,354 Closed
CRI
765
Colonial River Investments
Virginia
– -$1.98M -19,207 Closed
ARC
766
Advisor Resource Council
Texas
– -$1.93M -18,681 Closed
AWM
767
AE Wealth Management
Kansas
– -$1.71M -17,125 Closed
CF
768
Centaurus Financial
California
– -$1.61M -15,660 Closed
HW
769
Hancock Whitney
Mississippi
– -$1.56M -15,134 Closed
NCFG
770
New Century Financial Group
New Jersey
– -$975K -9,462 Closed
SAG
771
SageView Advisory Group
California
– -$877K -8,744 Closed
WMWM
772
Whitaker-Myers Wealth Managers
Ohio
– -$899K -8,719 Closed
BAM
773
Belpointe Asset Management
Nevada
– -$880K -8,535 Closed
WPW
774
Waldron Private Wealth
Pennsylvania
– -$864K -8,384 Closed
FFN
775
Focus Financial Network
Minnesota
– -$843K -8,179 Closed
29 30
31
32 33