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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 %
Susquehanna International Group
526
Susquehanna International Group
Pennsylvania
$255K -$9.46M -97,295 -97%
MIC
527
Means Investment Company
Maine
$252K -$7.78K -80 -3%
PTC
528
Private Trust Company
Ohio
$251K -$496K -5,100 -66%
MFC
529
Mechanics Financial Corp
Ohio
$251K -$40.7K -418 -14%
DC
530
Davenport & Co
Virginia
$249K -$1.95K -20 -0.8%
SWM
531
Sterling Wealth Management
Illinois
$249K +$973 +10 +0.4%
VVP
532
Venture Visionary Partners
Ohio
$246K -$73K -750 -23%
IWA
533
Inspirion Wealth Advisors
Illinois
$246K – – –
WF
534
Warner Financial
Maryland
$245K +$1.26K +13 +0.5%
CWA
535
CM Wealth Advisors
Ohio
$245K -$1.6M -16,424 -87%
PPW
536
Parcion Private Wealth
Washington
$244K – – –
Luther King Capital Management (LKCM)
537
Luther King Capital Management (LKCM)
Texas
$243K -$241K – –
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$243K +$204K +2,100 +525%
FWTB
539
First Western Trust Bank
Colorado
$242K – – –
Chevy Chase Trust
540
Chevy Chase Trust
Maryland
$240K +$240K +2,470 New
GA
541
Greenspring Advisors
Maryland
$240K -$193K -1,981 -45%
CFS
542
CGC Financial Services
Oregon
$240K -$255K -2,623 -52%
AEPWM
543
Atlantic Edge Private Wealth Management
Florida
$239K – – –
FDCDDQ
544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K -$267K -2,740 -53%
CPP
545
Capasso Planning Partners
South Carolina
$237K +$12.1K +124 +5%
MCM
546
MidAtlantic Capital Management
Virginia
$236K +$97 +1 +0%
GSWM
547
Greenup Street Wealth Management
Michigan
$236K +$236K +2,427 New
SFS
548
Sharp Financial Services
Pennsylvania
$233K – – –
IIC
549
Integrated Investment Consultants
Michigan
$233K – – –
MWM
550
Marion Wealth Management
Pennsylvania
$231K +$231K +2,373 New
20 21
22
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