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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 %
GS
451
GTS Securities
New York
$386K +$170K +1,748 +79%
VNA
452
Valley National Advisers
Pennsylvania
$385K – – –
WS
453
Wedbush Securities
California
$384K +$1.46K +15 +0.4%
MSWM
454
McGlone Suttner Wealth Management
Wisconsin
$382K -$10.3K -100 -3%
MWA
455
Monograph Wealth Advisors
California
$374K – – –
CCA
456
Clearwater Capital Advisors
Illinois
$370K – – –
RCAG
457
Rehmann Capital Advisory Group
Michigan
$369K -$5.84K -60 -2%
JF
458
JSF Financial
California
$368K -$3.5K -36 -0.9%
PSF
459
Pacific Sun Financial
California
$367K -$29.2K -300 -7%
GRP
460
Global Retirement Partners
California
$367K -$13.7K -141 -4%
CWM
461
Cornerstone Wealth Management
Missouri
$366K -$14K -144 -4%
SYBT
462
Stock Yards Bank & Trust
Kentucky
$363K – – –
ACM
463
Advisors Capital Management
New Jersey
$362K +$19.4K +199 +6%
RIA
464
Realta Investment Advisors
Delaware
$360K +$1.75K +18 +0.5%
WDG
465
Wealth Dimensions Group
Ohio
$359K -$37.8K -389 -10%
SAM
466
Silvercrest Asset Management
New York
$358K -$359K -3,686 -50%
9WM
467
9258 Wealth Management
Ohio
$356K -$1.46K -15 -0.4%
IA
468
IFG Advisors
Missouri
$355K +$6.03K +62 +2%
Bessemer Group
469
Bessemer Group
New Jersey
$350K -$50.5M -518,000 -99%
SWA
470
Stratos Wealth Advisors
Ohio
$348K -$70.3K -723 -17%
ML
471
Mayport LLC
Massachusetts
$347K +$195 +2 +0.1%
NFG
472
Nations Financial Group
Iowa
$347K +$6.81K +70 +2%
TFS
473
Thoroughbred Financial Services
Tennessee
$347K – – –
DWM
474
Dakota Wealth Management
Florida
$344K -$118K -1,213 -26%
MWM
475
Modern Wealth Management
Kansas
$341K +$7.59K +78 +2%
17 18
19
20 21