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

796 hedge funds and large institutions have $5.73B invested in iShares S&P Small-Cap 600 Value ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 245 increasing their positions, 253 reducing their positions, and 45 closing their positions.

Holders
796
Holders Change
+84
Holders Change %
+11.8%
% of All Funds
11.67%
Holding in Top 10
24
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+26.32%
% of All Funds
0.35%
New
137
Increased
245
Reduced
253
Closed
45
Calls
$3.75M
Puts
$3.27M
Net Calls
+$479K
Net Calls Change
-$981K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$786M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$502M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$168M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$38.2M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$74.9M
3
WIA
3
World Investment Advisors
California
$13.1M
4
UCFA
4
United Capital Financial Advisors
Texas
$23.7M
5
SAF
5
Smith Anglin Financial
Texas
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$786M 7,624,256 +3,917,166 +106%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$502M 4,868,593 +3,670,048 +306%
Bank of America
3
Bank of America
North Carolina
$393M 3,809,761 +263,508 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$188M 1,824,311 +670,309 +58%
CCMG
5
Clark Capital Management Group
Pennsylvania
$168M 1,627,256 +1,627,256 New
Wells Fargo
6
Wells Fargo
California
$150M 1,458,129 -59,708 -4%
RFC
7
Regions Financial Corp
Alabama
$146M 1,413,510 -32,893 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$145M 1,405,497 +1,120,146 +393%
UBS Group
9
UBS Group
Switzerland
$113M 1,101,092 -5,845 -0.5%
M&T Bank
10
M&T Bank
New York
$106M 1,024,991 -33,601 -3%
PCIA
11
Prime Capital Investment Advisors
Kansas
$101M 975,339 +9,651 +1%
Corient Private Wealth
12
Corient Private Wealth
Florida
$88.1M 854,975 -12,536 -1%
LPL Financial
13
LPL Financial
California
$84.3M 818,338 +119,737 +17%
MWM
14
Modera Wealth Management
New Jersey
$84.1M 816,381 -20,744 -2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$74.9M 727,143 -246,622 -25%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$72.3M 701,679 +204,811 +41%
Goldman Sachs
17
Goldman Sachs
New York
$66.8M 648,543 +427,952 +194%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$63.2M 613,571 -78,586 -11%
Ameriprise
19
Ameriprise
Minnesota
$58.8M 570,169 -84,914 -13%
BCI
20
Brinker Capital Investments
Pennsylvania
$58.3M 578,016 +575,380 +21,828%
OPS
21
Orion Portfolio Solutions
Nebraska
$58.3M 578,016 +575,380 +21,828%
Bessemer Group
22
Bessemer Group
New Jersey
$53.8M 522,437 -1,695 -0.3%
HighTower Advisors
23
HighTower Advisors
Illinois
$48.2M 467,503 +78,402 +20%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$47.7M 462,549 +50,977 +12%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$43.7M 416,713 +69,988 +20%
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