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

732 hedge funds and large institutions have $3.82B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 208 increasing their positions, 298 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-24
Holders Change %
-3.17%
% of All Funds
10.65%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.22%
New
46
Increased
208
Reduced
298
Closed
58
Calls
$1.29M
Puts
$545K
Net Calls
+$749K
Net Calls Change
-$1.33M

Top Buyers

1
TRCT
Tower Research Capital (TRC)
New York
+$7.8M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.8M
3
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$5.71M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$5.34M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$5.11M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$50.5M
2
Morgan Stanley
Morgan Stanley
New York
-$48.3M
3
Bank of America
Bank of America
North Carolina
-$46.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
226
Cassady Schiller Wealth Management
Ohio
$1.51M -$10.6K -109 -0.7%
PFG
227
Pacific Financial Group
Washington
$1.51M -$113K -1,160 -7%
Two Sigma Investments
228
Two Sigma Investments
New York
$1.49M -$2.38M -24,500 -62%
UWPG
229
Ullmann Wealth Partners Group
Florida
$1.48M -$358K -3,677 -19%
BRWA
230
B. Riley Wealth Advisors
Florida
$1.48M +$221K +2,275 +18%
TIAA Trust, National Association
231
TIAA Trust, National Association
North Carolina
$1.46M +$156K +1,603 +12%
CWM
232
Cranbrook Wealth Management
Michigan
$1.45M +$9.24K +95 +0.6%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$227K +2,335 +19%
PFBT
234
Parkside Financial Bank & Trust
Missouri
$1.43M -$245K -2,522 -15%
UL
235
Unionview LLC
Washington
$1.39M -$973 -10 -0.1%
T. Rowe Price Associates
236
T. Rowe Price Associates
Maryland
$1.38M – – –
PWMAG
237
Pinnacle Wealth Management Advisory Group
New Jersey
$1.36M +$2.63K +27 +0.2%
SAF
238
Smith Anglin Financial
Texas
$1.34M -$63.4K -652 -5%
GA
239
GFS Advisors
Texas
$1.33M -$9.53M -11,977 -88%
TNB
240
Thomasville National Bank
Georgia
$1.33M -$28.7K -295 -2%
PPC
241
Park Place Capital
Alabama
$1.32M -$181K -1,861 -12%
MFC
242
Morris Financial Concepts
South Carolina
$1.31M -$113K -1,166 -8%
SQA
243
Simon Quick Advisors
New Jersey
$1.31M – – –
CAM
244
Campion Asset Management
Virginia
$1.3M -$130K -1,340 -9%
TPCW
245
TD Private Client Wealth
New York
$1.29M +$4.09K +42 +0.3%
Citadel Advisors
246
Citadel Advisors
Florida
$1.29M +$419K +4,303 +48%
TFA
247
Tobias Financial Advisors
Florida
$1.29M +$1.07K +11 +0.1%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$1.28M +$150K +1,537 +13%
OA
249
Operose Advisors
Wisconsin
$1.27M -$1M -10,285 -44%
WTC
250
WhitTier Trust Company
Nevada
$1.26M – – –
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10
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