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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 %
CWP
801
Curated Wealth Partners
California
– -$207K -2,008 Closed
KCM
802
Kendall Capital Management
Maryland
– -$207K -2,005 Closed
HP
803
Holistic Planning
Texas
– -$207K -2,004 Closed
PWM
804
Perigon Wealth Management
California
– -$206K -1,995 Closed
SEI Investments
805
SEI Investments
Pennsylvania
– -$201K -1,951 Closed
SOS
806
Silver Oak Securities
Tennessee
– -$198K -1,920 Closed
OP
807
ORG Partners
Indiana
– -$166K -1,614 Closed
QPBE
808
Quintet Private Bank (Europe)
Luxembourg
– -$74.2K -720 Closed
TWM
809
Tradition Wealth Management
Minnesota
– -$69K -674 Closed
FCAS
810
First Command Advisory Services
Texas
– -$62.5K -606 Closed
PS
811
Planned Solutions
California
– -$59.6K -578 Closed
LF
812
Lee Financial
Texas
– -$53.7K -521 Closed
DAC
813
Dividend Assets Capital
South Carolina
– -$32K -314 Closed
FCG
814
Financial Connections Group
California
– -$24K -237 Closed
MSS
815
Mitchell Sinkler & Starr
Pennsylvania
– -$24.3K -236 Closed
FA
816
Faithward Advisors
Pennsylvania
– -$19K -198 Closed
WT
817
Washington Trust
Rhode Island
– -$15.5K -150 Closed
EA
818
Evolution Advisers
Virginia
– -$15K -147 Closed
AWM
819
Able Wealth Management
New Jersey
– -$14.9K -145 Closed
NFA
820
Northwest Financial Advisors
Virginia
– -$13.2K -128 Closed
GGI
821
Godsey & Gibb Inc
Virginia
– -$9.28K -90 Closed
TVAMP
822
Tennessee Valley Asset Management Partners
Tennessee
– -$9.04K -88 Closed
SA
823
Scarborough Advisors
Maryland
– -$8.4K -82 Closed
TFGT
824
TS Financial Group (TSFG)
Illinois
– -$8K -75 Closed
FWM
825
Focused Wealth Management
New York
– -$5.38K -52 Closed
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