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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 %
BGAI
351
Bruce G. Allen Investments
Colorado
$639K +$2.72K +28 +0.4%
EFS
352
Essex Financial Services
Connecticut
$624K +$318K +3,134 +104%
VWM
353
Valley Wealth Managers
New Jersey
$621K -$18K -185 -3%
SWM
354
SigFig Wealth Management
California
$621K +$294K +3,025 +90%
FTS
355
Fifth Third Securities
Ohio
$619K -$26.3K -270 -4%
CB
356
Commerce Bank
Missouri
$618K – – –
PS
357
Principal Securities
Iowa
$613K +$111K +1,143 +22%
QWP
358
Quotient Wealth Partners
Texas
$612K -$212K -2,177 -26%
TC
359
TAGStone Capital
North Carolina
$611K +$3.01K +31 +0.5%
HWA
360
Heritage Wealth Advisors
Virginia
$610K – – –
Charles Schwab
361
Charles Schwab
California
$606K -$14.2K -146 -2%
CAM
362
Close Asset Management
United Kingdom
$603K – – –
CA
363
Clearstead Advisors
Ohio
$600K +$411K +4,229 +218%
NWM
364
Northwest Wealth Management
Iowa
$592K -$5.35K -55 -0.9%
JFG
365
JMG Financial Group
Illinois
$588K -$292 -3 -0%
JIC
366
Johnson Investment Counsel
Ohio
$588K – – –
CAM
367
Cozad Asset Management
Illinois
$588K -$146K -1,497 -20%
BB
368
Busey Bank
Illinois
$587K +$66.8K +687 +13%
HWM
369
HighMark Wealth Management
Minnesota
$584K -$20K -206 -3%
PAMG
370
Patton Albertson Miller Group
Tennessee
$583K – – –
NOI
371
Newton One Investments
Delaware
$582K +$2.82K +29 +0.5%
FA
372
Financial Alternatives
California
$581K – – –
HSWM
373
Hubbell Strickland Wealth Management
Louisiana
$572K -$3.6K -37 -0.6%
VPWA
374
Vestia Personal Wealth Advisors
Indiana
$571K +$571K +5,871 New
RSWM
375
Robertson Stephens Wealth Management
California
$570K +$24.8K +255 +5%
13 14
15
16 17