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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 %
FTUS
376
Flow Traders U.S.
New York
$570K -$2.1M -21,541 -79%
BPA
377
Beacon Pointe Advisors
California
$567K -$69.1K -710 -11%
BHWM
378
Beaird Harris Wealth Management
Texas
$562K -$19.7K -202 -3%
RIA
379
Richwood Investment Advisors
Ohio
$558K -$2.14K -22 -0.4%
SHGA
380
Sand Hill Global Advisors
California
$552K +$552K +5,670 New
EWP
381
Elevation Wealth Partners
California
$551K +$2.43K +25 +0.4%
DADC
382
D.A. Davidson & Co
Montana
$549K +$97 +1 +0%
USCWA
383
U.S. Capital Wealth Advisors
Texas
$546K +$13.7K +141 +3%
MWP
384
Meredith Wealth Planning
Illinois
$542K +$5.06K +52 +0.9%
NP
385
NorthRock Partners
Minnesota
$539K +$4.57K +47 +0.9%
SWC
386
Spectrum Wealth Counsel
Indiana
$537K – – –
AAS
387
Ameritas Advisory Services
Nebraska
$534K +$39.3K +404 +8%
CCFM
388
Clear Creek Financial Management
Washington
$534K +$50.8K +522 +11%
CFP
389
Cypress Financial Planning
New Jersey
$520K +$143K +1,474 +38%
TC
390
TAP Consulting
Missouri
$518K +$389 +4 +0.1%
KCM
391
Kendall Capital Management
Maryland
$513K +$513K +5,277 New
AC
392
AWM Capital
Arizona
$513K – – –
CFD
393
Creative Financial Designs
Indiana
$510K +$1.95K +20 +0.4%
LWL
394
Leo Wealth LLC
Texas
$504K +$1.75K +18 +0.3%
WIA
395
World Investment Advisors
California
$498K -$2.48M -25,457 -83%
CSA
396
Cottage Street Advisors
Massachusetts
$497K -$472K -4,850 -49%
CIAS
397
Capital Investment Advisory Services
North Carolina
$497K -$23.4K -241 -5%
BC
398
Barrett & Company
Rhode Island
$495K +$778 +8 +0.2%
WPC
399
Wedmont Private Capital
Pennsylvania
$494K +$609 +6 +0.1%
SMA
400
Sage Mountain Advisors
Georgia
$491K – – –
14 15
16
17 18