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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 %
OC
176
Oarsman Capital
Wisconsin
$3.01M +$15.5K +151 +0.5%
CPA
177
Cardiff Park Advisors
California
$2.98M +$2.67K +26 +0.1%
BHIA
178
Birch Hill Investment Advisors
Massachusetts
$2.95M +$1.59M +15,485 +117%
WI
179
Wintrust Investments
Illinois
$2.94M +$113K +1,100 +4%
NL
180
NDWM LLC
California
$2.93M +$1.57M +15,282 +115%
TIM
181
Tortoise Investment Management
New York
$2.93M -$8.22K -80 -0.3%
OWA
182
One Wealth Advisors
California
$2.9M +$24.4K +237 +0.8%
Financial Engines Advisors
183
Financial Engines Advisors
California
$2.88M +$21.7K +211 +0.8%
Bank of New York Mellon
184
Bank of New York Mellon
New York
$2.88M -$778K -7,575 -21%
PA
185
Pinnacle Associates
New York
$2.86M -$32.1K -312 -1%
CastleKeep Investment Advisors
186
CastleKeep Investment Advisors
Connecticut
$2.83M -$180K -1,752 -6%
FTUS
187
Flow Traders U.S.
New York
$2.82M +$1.07M +10,381 +61%
AF
188
Allworth Financial
California
$2.78M -$44.2K -430 -2%
PAG
189
Private Advisor Group
New Jersey
$2.73M -$99.9K -972 -4%
ATPW
190
Ashton Thomas Private Wealth
Arizona
$2.7M -$22.7K -221 -0.8%
OPW
191
Oxler Private Wealth
New York
$2.7M -$58.8K -572 -2%
BCM
192
Becker Capital Management
Oregon
$2.63M – – –
RC
193
Rovin Capital
Arizona
$2.62M +$1.24M +12,085 +90%
FCI
194
Financial Counselors Inc
Kansas
$2.59M +$56.6K +551 +2%
GJIA
195
Glass Jacobson Investment Advisors
Maryland
$2.56M +$84.3K +820 +3%
FPIS
196
Financial Planning & Information Services
Wisconsin
$2.56M -$37.2K -362 -1%
NA
197
NewEdge Advisors
Louisiana
$2.55M +$167K +1,629 +7%
NCM
198
Neumann Capital Management
California
$2.54M – – –
FFA
199
Farther Finance Advisors
California
$2.53M +$28.6K +282 +1%
CA
200
Cetera Advisors
Colorado
$2.51M -$478K -4,651 -16%
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