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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 %
GIA
476
Gladstone Institutional Advisory
Florida
$340K +$44K +452 +15%
QPWM
477
Quadrant Private Wealth Management
Pennsylvania
$339K +$339K +3,480 New
AFG
478
Altiora Financial Group
Ohio
$337K – – –
CFGS
479
Concourse Financial Group Securities
Alabama
$335K -$40.9K -420 -11%
JE
480
JMAC Enterprises
Pennsylvania
$331K – – –
WT
481
Whittier Trust
California
$325K – – –
MBT
482
Montecito Bank & Trust
California
$323K -$24.3K -250 -7%
GC
483
Grimes & Company
Massachusetts
$321K +$22.9K +235 +8%
B
484
Bensler
Washington
$320K +$292 +3 +0.1%
KBFS
485
Kohmann Bosshard Financial Services
Ohio
$319K +$97 +1 +0%
AFP
486
Ausdal Financial Partners
Iowa
$318K -$2.53K -26 -0.8%
BFO
487
Boston Family Office
Massachusetts
$318K -$128K -1,312 -29%
RPSA
488
Richard P. Slaughter Associates
Texas
$316K +$7.1K +73 +2%
CIA
489
Compass Ion Advisors
Pennsylvania
$316K – – –
SIS
490
Sound Income Strategies
Florida
$315K -$2.77M -28,519 -90%
MAM
491
Milestone Asset Management
Pennsylvania
$314K -$1.97M -20,258 -86%
QCM
492
Quantinno Capital Management
New York
$314K – – –
NWMG
493
National Wealth Management Group
Ohio
$310K -$783K -8,047 -72%
WH
494
Willner & Heller
California
$310K -$36.7K -377 -11%
MC
495
Moors & Cabot
Massachusetts
$309K -$681 -7 -0.2%
LPP
496
Life Planning Partners
Florida
$306K -$973 -10 -0.3%
CL
497
CIM LLC
New York
$305K -$17.7K -170 -5%
KWS
498
Keystone Wealth Services
California
$305K – – –
S
499
SimplyRich
California
$301K -$22.5K -232 -7%
SGI
500
Summit Global Investments
Utah
$300K – – –
18 19
20
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