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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 %
TC
776
Trilogy Capital
California
– -$695K -6,742 Closed
CAG
777
Csenge Advisory Group
Florida
– -$674K -6,535 Closed
WAM
778
WNY Asset Management
New York
– -$653K -6,340 Closed
SCM
779
Saxony Capital Management
Missouri
– -$647K -6,275 Closed
PA
780
Paragon Advisors
Texas
– -$597K -5,790 Closed
MIS
781
Morningstar Investment Services
Illinois
– -$573K -5,485 Closed
DWG
782
Darden Wealth Group
Michigan
– -$484K -4,700 Closed
GCIM
783
Gunn & Company Investment Management
Florida
– -$470K -4,560 Closed
AWM
784
Aprio Wealth Management
Georgia
– -$412K -4,001 Closed
JFG
785
Jefferies Financial Group
New York
– -$392K -3,800 Closed
CAM
786
Concorde Asset Management
Michigan
– -$361K -3,501 Closed
AF
787
Apexium Financial
Texas
– -$333K -3,235 Closed
BFA
788
Beacon Financial Advisory
Ohio
– -$332K -3,217 Closed
NCM
789
Narwhal Capital Management
Georgia
– -$300K -2,914 Closed
WC
790
Waterloo Capital
Texas
– -$288K -2,796 Closed
WCM
791
Winthrop Capital Management
Indiana
– -$284K -2,755 Closed
KOC
792
Koss-Olinger Consulting
Florida
– -$270K -2,620 Closed
CPCM
793
Cardinal Point Capital Management
Ontario, Canada
– -$266K -2,576 Closed
MMA
794
Miracle Mile Advisors
California
– -$254K -2,462 Closed
IA
795
IFG Advisory
Georgia
– -$241K -2,335 Closed
TLFA
796
True Link Financial Advisors
California
– -$232K -2,252 Closed
SG
797
Sharper & Granite
California
– -$222K -2,150 Closed
SVWG
798
Shared Vision Wealth Group
United States
– -$220K -2,135 Closed
CWM
799
Congress Wealth Management
Massachusetts
– -$220K -2,132 Closed
DWP
800
Destiny Wealth Partners
Florida
– -$207K -2,080 Closed
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32
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