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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 %
H
551
HoyleCohen
California
$230K – – –
CFS
552
Cannon Financial Strategists
Georgia
$229K – – –
DC
553
Destiny Capital
Colorado
$229K +$229K +2,356 New
VFG
554
Victory Financial Group
Texas
$228K -$7.39K -76 -3%
PP
555
Prosperity Planning
Missouri
$226K – – –
HCP
556
Hardin Capital Partners
South Carolina
$224K +$224K +2,303 New
SSB
557
Sandy Spring Bank
Maryland
$224K -$24.3K -250 -10%
MIM
558
Marco Investment Management
Georgia
$223K -$37.7K -388 -14%
BCI
559
Brinker Capital Investments
Pennsylvania
$222K -$48.8K -502 -18%
OPS
560
Orion Portfolio Solutions
Nebraska
$222K -$48.8K -502 -18%
TH
561
Team Hewins
California
$222K – – –
HIMC
562
Heritage Investors Management Corp
Maryland
$219K – – –
CFG
563
Cosner Financial Group
Colorado
$218K -$27.2K -280 -11%
PSCM
564
Per Stirling Capital Management
Texas
$218K +$292 +3 +0.1%
PJWM
565
Philip James Wealth Mangement
Georgia
$217K -$1.75K -18 -0.8%
KFP
566
Keener Financial Planning
Texas
$216K – – –
SIC
567
Sigma Investment Counselors
Michigan
$216K -$35.5K -365 -14%
PAM
568
Peak Asset Management
Colorado
$214K -$40.9K -420 -16%
FFN
569
Focus Financial Network
Minnesota
$213K +$213K +1,995 New
GWP
570
Gen-Wealth Partners
Michigan
$210K – – –
SG
571
Sharper & Granite
California
$209K +$209K +2,150 New
HFS
572
Heritage Financial Services
Massachusetts
$207K – – –
WPW
573
Watershed Private Wealth
Illinois
$206K -$9.44K -97 -4%
GPA
574
Guidance Point Advisors
Massachusetts
$206K +$1.46K +15 +0.7%
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$204K – – –
21 22
23
24 25