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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 %
MLIC
301
Mandatum Life Insurance Company
Finland
$847K – – –
PIMG
302
Patriot Investment Management Group
Tennessee
$836K – – –
BBHC
303
Brown Brothers Harriman & Co
New York
$833K +$435K +4,468 +109%
HCA
304
Heck Capital Advisors
Wisconsin
$831K -$645K -6,635 -44%
SWP
305
Stratos Wealth Partners
Ohio
$827K -$5.45K -56 -0.7%
IPW
306
Intergy Private Wealth
Colorado
$810K +$37.6K +387 +5%
CWM
307
Concentric Wealth Management
California
$808K +$292 +3 +0%
FPCG
308
Forum Private Client Group
Indiana
$806K -$77.5K -797 -9%
CFA
309
Cahill Financial Advisors
Minnesota
$802K +$32.7K +336 +4%
WANY
310
Wealthspire Advisors (New York)
New York
$791K +$14.2K +146 +2%
SEIA
311
Signature Estate & Investment Advisors
California
$789K -$158K -1,622 -17%
SI
312
Stephens Inc
Arkansas
$779K +$17.3K +178 +2%
MSWMA
313
Market Street Wealth Management Advisors
Indiana
$775K -$34.5K -355 -4%
DSN
314
D. Scott Neal
Kentucky
$775K – – –
HNWAG
315
High Net Worth Advisory Group
Florida
$768K – – –
UB
316
Umpqua Bank
Oregon
$767K -$2.24K -23 -0.3%
CHJWM
317
Carlton Hofferkamp & Jenks Wealth Management
Texas
$758K +$151K +1,397 +25%
SFC
318
Sprinkle Financial Consultants
Colorado
$754K +$2.24K +23 +0.3%
WP
319
WealthShield Partners
North Carolina
$752K -$24.9K -256 -3%
MSFS
320
Main Street Financial Solutions
Pennsylvania
$747K – – –
HBW
321
Hazlett, Burt & Watson
West Virginia
$744K +$5.16K +53 +0.7%
VIA
322
Vickerman Investment Advisors
Washington
$741K – – –
TIM
323
Thompson Investment Management
Wisconsin
$734K +$32.5K +334 +5%
PPW
324
Presilium Private Wealth
Pennsylvania
$734K -$2.82K -29 -0.4%
NF
325
Nikulski Financial
Iowa
$730K -$9.73K -100 -1%
11 12
13
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