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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 %
CHC
276
City Holding Co
West Virginia
$1.02M +$19.5K +200 +2%
3IP
277
3Chopt Investment Partners
Virginia
$1.01M – – –
PWLP
278
Prio Wealth Limited Partnership
Massachusetts
$1.01M – – –
PWM
279
PBMares Wealth Management
Virginia
$1.01M -$49.5K -509 -5%
WMP
280
Wealth Management Partners
Arizona
$1M -$42.7K -439 -4%
TSW
281
Thompson Siegel & Walmsley
Virginia
$1M – – –
IFO
282
Independent Family Office
New York
$980K – – –
MA
283
Mutual Advisors
Nebraska
$977K -$2.97M -27,631 -75%
BL
284
BFSG LLC
California
$975K -$1.21M -12,484 -55%
ANBT
285
American National Bank & Trust
Texas
$973K – – –
EWA
286
ERTS Wealth Advisors
Michigan
$969K +$25.5K +262 +3%
ATC
287
Argent Trust Co
Tennessee
$965K – – –
BSB
288
Bangor Savings Bank
Maine
$958K -$24.3K -250 -2%
CSPIA
289
Cary Street Partners Investment Advisory
Virginia
$934K -$192K -1,972 -17%
PAA
290
Peregrine Asset Advisers
Oregon
$934K -$3.99K -41 -0.4%
SWM
291
Spire Wealth Management
Virginia
$930K -$249K -2,563 -21%
WCWM
292
Willow Creek Wealth Management
California
$929K -$3.7K -38 -0.4%
RDFA
293
Ritter Daniher Financial Advisory
Ohio
$924K +$10.3K +106 +1%
SB
294
Strategic Blueprint
Georgia
$916K +$6.42K +66 +0.7%
MA
295
Marquette Associates
Illinois
$916K +$4.47K +46 +0.5%
CA
296
Claro Advisors
Massachusetts
$891K +$23.1K +237 +3%
CKAIS
297
Christensen King & Associates Investment Services
Washington
$888K +$19.2K +197 +2%
RIA
298
Regal Investment Advisors
Michigan
$864K -$224K -2,301 -21%
HF
299
HRT Financial
New York
$853K +$853K +8,773 New
VCS
300
Vaughan & Co Securities
New Jersey
$851K – – –
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