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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 %
LI
601
LRI Investments
Florida
$123K – – –
HCM
602
Hollencrest Capital Management
California
$122K – – –
EPW
603
Evergreen Private Wealth
Colorado
$119K -$101K -1,036 -46%
WB
604
Webster Bank
Connecticut
$117K – – –
HPC
605
HM Payson & Co
Maine
$117K – – –
LWANC
606
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K -$18.7K -192 -14%
BTI
607
Blue Trust Inc
Georgia
$111K – – –
CAS
608
Coppell Advisory Solutions
Texas
$108K +$108K +1,112 New
DSC
609
Duncker Streett & Co
Missouri
$107K – – –
AT
610
Arlington Trust
Alabama
$106K +$106K +1,090 New
CA
611
Continuum Advisory
Idaho
$106K – – –
CI
612
Cordant Inc
Oregon
$95.7K – – –
Deutsche Bank
613
Deutsche Bank
Germany
$92.9K -$139K -1,430 -60%
OC
614
Oakworth Capital
Alabama
$91.9K +$32.7K +336 +55%
TAM
615
Townsend Asset Management
North Carolina
$89.7K – – –
GBT
616
Grove Bank & Trust
Florida
$87.5K – – –
GEA
617
Glen Eagle Advisors
New Jersey
$85.1K – – –
SIC
618
Salem Investment Counselors
North Carolina
$83.8K +$52.3K +538 +166%
T
619
Tidemark
California
$79.8K – – –
GWM
620
Geneos Wealth Management
Colorado
$78.8K – – –
OCM
621
Orion Capital Management
California
$78.2K – – –
HGERS
622
Householder Group Estate & Retirement Specialist
Arizona
$73K – – –
IAIM
623
International Assets Investment Management
Florida
$71.3K +$71.3K +733 New
IWP
624
IAG Wealth Partners
Wisconsin
$70.9K -$71.9K -739 -50%
MFT
625
Moisand Fitzgerald Tamayo
Florida
$68.4K -$4.08K -42 -6%
23 24
25
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