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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 %
MWA
501
Midland Wealth Advisors
Illinois
$297K +$297K +3,057 New
HR
502
Howe & Rusling
New York
$293K -$389 -4 -0.1%
BBPWM
503
Blue Bell Private Wealth Management
Pennsylvania
$291K – – –
GTAM
504
Global Trust Asset Management
Florida
$289K – – –
WC
505
Weil Company
California
$288K +$195 +2 +0.1%
MBFW
506
Morton Brown Family Wealth
Pennsylvania
$285K -$22.7K -216 -7%
TA
507
TrueWealth Advisors
Alabama
$285K – – –
CWC
508
Carolinas Wealth Consulting
North Carolina
$284K – – –
CAG
509
Crestwood Advisors Group
Massachusetts
$284K – – –
SC
510
SouthState Corp
Florida
$282K – – –
LBC
511
Lowe Brockenbrough & Co
Virginia
$279K – – –
TC
512
TownSquare Capital
Utah
$277K +$277K +2,845 New
MCM
513
MV Capital Management
Maryland
$275K – – –
CWS
514
Confluence Wealth Services
Pennsylvania
$273K +$195 +2 +0.1%
SPL
515
Smart Portfolios LLC
Washington
$272K +$9.73K +100 +4%
FSA
516
Fort Sheridan Advisors
Illinois
$271K – – –
MAM
517
MMA Asset Management
Pennsylvania
$271K +$97 +1 +0%
AW
518
Avion Wealth
Texas
$269K +$5.82K +60 +2%
EW
519
Element Wealth
Mississippi
$268K +$1.36K +14 +0.5%
WAP
520
Wealthcare Advisory Partners
Pennsylvania
$264K +$195 +2 +0.1%
AFA
521
American Financial Advisors
Georgia
$263K +$875 +9 +0.3%
BFS
522
Bradley Foster & Sargent
Connecticut
$260K – – –
FM
523
Foster & Motley
Ohio
$259K +$41.2K +424 +19%
FP
524
Financial Perspectives
Minnesota
$257K +$1.56K +16 +0.6%
KOC
525
Koss-Olinger Consulting
Florida
$256K +$256K +2,628 New
19 20
21
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