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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

637 hedge funds and large institutions have $5.94B invested in iShares S&P Small-Cap 600 Value ETF in 2021 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 188 increasing their positions, 238 reducing their positions, and 72 closing their positions.

Holders
637
Holders Change
-43
Holders Change %
-6.32%
% of All Funds
11.19%
Holding in Top 10
23
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-45.24%
% of All Funds
0.4%
New
42
Increased
188
Reduced
238
Closed
72
Calls
$3.46M
Puts
$755K
Net Calls
+$2.71M
Net Calls Change
+$518K

Top Buyers

1
EWA
1
Exencial Wealth Advisors
Oklahoma
$267M
2
RFC
2
Regions Financial Corp
Alabama
$132M
3
MWM
3
Merriman Wealth Management
Washington
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$85.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.26B

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$179M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$33.8M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
BCM
5
Brookstone Capital Management
Illinois
$1.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.26B 12,505,747 +214,016 +2%
Morgan Stanley
2
Morgan Stanley
New York
$386M 3,831,196 +91,837 +2%
Bank of America
3
Bank of America
North Carolina
$300M 2,977,544 +95,580 +3%
EWA
4
Exencial Wealth Advisors
Oklahoma
$267M 3,323,469 +3,011,275 +965%
Wells Fargo
5
Wells Fargo
California
$222M 2,205,369 -249,208 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$179M 1,777,504 -4,189,269 -70%
LPL Financial
7
LPL Financial
California
$162M 1,607,009 +204,287 +15%
Truist Financial
8
Truist Financial
North Carolina
$140M 1,388,614 -141,138 -9%
M&T Bank
9
M&T Bank
New York
$138M 1,373,840 +57,712 +4%
RFC
10
Regions Financial Corp
Alabama
$132M 1,307,909 +1,023,160 +359%
PS
11
Portfolio Solutions
Michigan
$128M 1,272,525 -46,366 -4%
Ameriprise
12
Ameriprise
Minnesota
$125M 1,245,531 -128,904 -9%
MWM
13
Merriman Wealth Management
Washington
$119M 1,181,144 +610,869 +107%
UBS Group
14
UBS Group
Switzerland
$116M 1,148,105 +80,526 +8%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$108M 1,074,182 -38,168 -3%
UCFA
16
United Capital Financial Advisors
Texas
$87.8M 872,202 -3,439 -0.4%
RWA
17
RGT Wealth Advisors
Texas
$86.5M 858,742 +9,693 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$85.8M 852,121 +381,608 +81%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$51.6M 512,839 -61,498 -11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$50.1M 497,649 -102,899 -17%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$44.7M 444,243 -4,355 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$44M 437,090 +37,626 +9%
BFG
23
Barber Financial Group
Kansas
$39.1M 387,904 -144,846 -27%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$38.4M 381,182 +44,407 +13%
RJA
25
Raymond James & Associates
Florida
$35.8M 355,834 +7,150 +2%
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