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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.

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
1
Fidelity Investments
Massachusetts
$312M
2
M&T Bank
2
M&T Bank
New York
$159M
3
Lido Advisors
3
Lido Advisors
California
$18.4M
4
Bank of America
4
Bank of America
North Carolina
$404M
5
UBS Group
5
UBS Group
Switzerland
$122M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$73.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$408M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$21.6M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$7.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$408M 3,967,017 -3,657,239 -48%
Bank of America
2
Bank of America
North Carolina
$404M 3,930,521 +120,760 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$312M 3,036,109 +1,211,798 +66%
M&T Bank
4
M&T Bank
New York
$159M 1,547,889 +522,898 +51%
RFC
5
Regions Financial Corp
Alabama
$148M 1,440,251 +26,741 +2%
Wells Fargo
6
Wells Fargo
California
$142M 1,385,746 -72,383 -5%
UBS Group
7
UBS Group
Switzerland
$122M 1,191,349 +90,257 +8%
PCIA
8
Prime Capital Investment Advisors
Kansas
$97.4M 947,755 -27,584 -3%
MWM
9
Modera Wealth Management
New Jersey
$82.2M 799,994 -16,387 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$73.7M 717,342 -4,151,251 -85%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$72.2M 702,171 -24,972 -3%
LPL Financial
12
LPL Financial
California
$71M 690,890 -127,448 -16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$59.4M 577,573 -124,106 -18%
Bessemer Group
14
Bessemer Group
New Jersey
$53.6M 521,591 -846 -0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$47.4M 461,253 -1,296 -0.3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$45.5M 442,286 -171,285 -28%
Stifel Financial
17
Stifel Financial
Missouri
$40.9M 398,184 +8,469 +2%
OCM
18
One Capital Management
California
$40.8M 396,684 +16,389 +4%
Ameriprise
19
Ameriprise
Minnesota
$40.6M 393,412 -176,757 -31%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$37.6M 366,368 -14,612 -4%
EWA
21
Exencial Wealth Advisors
Oklahoma
$35.7M 347,724 +28,107 +9%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$35.5M 345,551 -71,162 -17%
HighTower Advisors
23
HighTower Advisors
Illinois
$34.4M 334,761 -132,742 -28%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$33.1M 322,475 +2,408 +0.8%
GHA
25
GW Henssler & Associates
Georgia
$31.5M 306,851 +24,846 +9%
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