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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 %
PFA
401
Pure Financial Advisors
California
$489K -$36.9K -379 -7%
First Trust Advisors
402
First Trust Advisors
Illinois
$485K +$10.8K +111 +2%
FHA
403
First Horizon Advisors
Tennessee
$484K -$133K -1,371 -22%
RPCONE
404
Retirement Planning Company of New England
Rhode Island
$482K -$1.95K -20 -0.4%
PAIM
405
Punch & Associates Investment Management
Minnesota
$481K -$276K -2,837 -36%
FSG
406
Financial Strategies Group
Michigan
$480K -$33.1K -345 -6%
KFI
407
Key Financial Inc
Pennsylvania
$476K – – –
RWP
408
RWA Wealth Partners
Massachusetts
$476K -$875 -9 -0.2%
FFBTD
409
First Financial Bank - Trust Division
Ohio
$469K -$19.5K -200 -4%
IC
410
IEQ Capital
California
$467K -$136K -1,400 -23%
BCG
411
Breakwater Capital Group
New Jersey
$464K +$1.56K +16 +0.3%
SCA
412
Snowden Capital Advisors
New York
$460K +$44.7K +460 +11%
PWS
413
Private Wealth Strategies
Ohio
$457K +$2.14K +22 +0.5%
SDWMA
414
Schneider Downs Wealth Management Advisors
Pennsylvania
$455K -$97.5K -1,002 -18%
JWCA
415
J.W. Cole Advisors
Florida
$453K +$1.36K +14 +0.3%
MCCA
416
Mill Creek Capital Advisors
Pennsylvania
$450K – – –
SCM
417
SOL Capital Management
Maryland
$448K – – –
AF
418
Advisornet Financial
Minnesota
$448K -$390K -4,013 -47%
OC
419
Oppenheimer & Co
New York
$447K +$171K +1,759 +62%
AFS
420
Annapolis Financial Services
Maryland
$444K -$12.1K -124 -3%
SAI
421
Savvy Advisors Inc
New York
$443K -$14.8K -152 -3%
SIC
422
Shoker Investment Counsel
Ohio
$442K -$1.27K -13 -0.3%
RJT
423
Raymond James Trust
Florida
$435K – – –
NFP
424
NorthLanding Financial Partners
New York
$434K -$1.56K -16 -0.4%
HNB
425
Hilltop National Bank
Wyoming
$432K +$33.6K +345 +8%
15 16
17
18 19