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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 %
PFA
576
Petra Financial Advisors
Colorado
$203K – – –
PWM
577
Perigon Wealth Management
California
$203K +$203K +2,083 New
PPA
578
Painted Porch Advisors
California
$197K – – –
ATS
579
Ashton Thomas Securities
New York
$195K +$195K +2,031 New
KWAG
580
Kiely Wealth Advisory Group
North Carolina
$193K – – –
TCWA
581
Turtle Creek Wealth Advisors
Texas
$190K – – –
HIA
582
Harbor Investment Advisory
Maryland
$188K – – –
AIA
583
Arcadia Investment Advisors
Idaho
$181K -$3.21K -33 -2%
JGIA
584
Jackson Grant Investment Advisers
Connecticut
$178K +$875 +9 +0.5%
GC
585
Garde Capital
Washington
$176K – – –
AWM
586
AllSquare Wealth Management
New York
$173K – – –
OP
587
ORG Partners
Indiana
$171K +$171K +1,774 New
HWA
588
HHM Wealth Advisors
Tennessee
$161K – – –
RA
589
Rise Advisors
New York
$152K +$778 +8 +0.5%
ACA
590
Aptus Capital Advisors
Alabama
$149K -$4.28K -44 -3%
WIM
591
Westside Investment Management
California
$148K +$131K +1,351 +795%
PMFA
592
Plante Moran Financial Advisors
Michigan
$145K -$12.6K -130 -8%
HF
593
Halpern Financial
Virginia
$138K +$138K +1,422 New
MCM
594
Mill Capital Management
North Carolina
$136K – – –
HI
595
Harbour Investments
Wisconsin
$135K +$292 +3 +0.2%
AIC
596
Archer Investment Corporation
Indiana
$129K – – –
DWM
597
Dogwood Wealth Management
Kansas
$129K -$47.6K -489 -27%
MIM
598
Macroview Investment Management
Maryland
$128K +$4.18K +43 +3%
IRAG
599
Investment Research & Advisory Group
Georgia
$126K – – –
AP
600
Atwood & Palmer
Missouri
$124K – – –
22 23
24
25 26