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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 %
SC
326
Schoolcraft Capital
Colorado
$725K +$11.9K +122 +2%
OIA
327
OneDigital Investment Advisors
Kansas
$720K -$90.6K -931 -11%
JAG
328
Journey Advisory Group
Kentucky
$718K -$588K -6,041 -45%
FPGK
329
Financial Partners Group (Kansas)
Kansas
$716K -$15.3K -157 -2%
AC
330
Apella Capital
Connecticut
$714K – – –
Renaissance Technologies
331
Renaissance Technologies
New York
$710K +$710K +7,300 New
AFC
332
AFT Forsyth & Company
Florida
$706K +$1.17K +12 +0.2%
SAG
333
SageView Advisory Group
California
$704K +$704K +7,233 New
Brown Advisory
334
Brown Advisory
Maryland
$690K -$18.6K -191 -3%
MSAM
335
Moloney Securities Asset Management
Missouri
$689K +$1.85K +19 +0.3%
GBWM
336
Granite Bay Wealth Management
New Hampshire
$684K -$349K -3,590 -34%
DWP
337
Daymark Wealth Partners
Ohio
$676K +$676K +6,951 New
BJL
338
Brighton Jones LLC
Washington
$672K -$4.96K -51 -0.7%
QHA
339
Quarry Hill Advisors
Minnesota
$670K – – –
VFIC
340
Valley Forge Investment Consultants
Pennsylvania
$668K – – –
CFG
341
Citizens Financial Group
Rhode Island
$665K +$60.5K +622 +10%
JFA
342
JNBA Financial Advisors
Minnesota
$661K -$23.3K -240 -3%
LWM
343
LJI Wealth Management
Indiana
$657K +$195 +2 +0%
ACA
344
Atlas Capital Advisors
Wyoming
$657K – – –
SW
345
SkyOak Wealth
Michigan
$653K +$653K +6,718 New
MAM
346
Mystic Asset Management
Rhode Island
$652K -$1.95K -20 -0.3%
SIMC
347
Squire Investment Management Company
Utah
$650K -$144K -1,484 -18%
TSS
348
Two Sigma Securities
New York
$645K +$645K +6,636 New
DAS
349
Dynamic Advisor Solutions
Arizona
$640K -$10.2K -105 -2%
CFFP
350
Center for Financial Planning
Michigan
$639K – – –
12 13
14
15 16