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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 %
PAI
126
Pittenger & Anderson Inc
Nebraska
$4.7M – – –
GT
127
Greenleaf Trust
Michigan
$4.68M -$73.6K -716 -2%
AWE
128
Avidian Wealth Enterprises
Texas
$4.67M -$380K -3,699 -8%
CIA
129
Concurrent Investment Advisors
Florida
$4.67M +$3.1M +30,168 +197%
LFAS
130
Level Four Advisory Services
Texas
$4.62M – – –
LFS
131
Lutz Financial Services
Nebraska
$4.62M -$47.9K -466 -1%
EWM
132
Empirical Wealth Management
Washington
$4.6M -$103K -1,004 -2%
IWC
133
Integrated Wealth Concepts
Massachusetts
$4.56M +$784K +7,632 +21%
DIP
134
DT Investment Partners
Pennsylvania
$4.52M – – –
KAS
135
Kestra Advisory Services
Texas
$4.49M -$4.6M -44,717 -51%
Northern Trust
136
Northern Trust
Illinois
$4.46M +$268K +2,608 +6%
SFS
137
Sowell Financial Services
Arkansas
$4.44M -$414K -4,024 -9%
SCG
138
Sonata Capital Group
Washington
$4.43M +$296K +2,879 +7%
PA
139
Parallel Advisors
California
$4.43M +$299K +2,909 +7%
UB
140
UMB Bank
Missouri
$4.37M -$102K -995 -2%
CA
141
Centerpoint Advisors
Massachusetts
$4.31M -$131K -1,276 -3%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$4.26M +$166K +1,616 +4%
SP
143
Sequent Planning
Nebraska
$4.26M +$4.26M +41,475 New
FCFC
144
First Citizens Financial Corp
Iowa
$4.17M -$7.5K -73 -0.2%
LC
145
LTG Capital
Massachusetts
$4.15M -$10.5K -97 -0.3%
FMC
146
First Merchants Corp
Indiana
$4.1M -$1.03M -10,042 -20%
Two Sigma Investments
147
Two Sigma Investments
New York
$4.09M -$390K -3,800 -9%
FCB
148
First County Bank
Connecticut
$4.07M +$1.53M +14,873 +60%
EFM
149
Eley Financial Management
Vermont
$4.01M +$4.01M +39,032 New
CFG
150
Clayton Financial Group
Missouri
$4.01M -$33.1K -322 -0.8%
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6
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