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iShares S&P Small-Cap 600 Value ETF
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Overview Fund Activity

731 hedge funds and large institutions have $3.81B 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, 207 increasing their positions, 298 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-24
Holders Change %
-3.18%
% of All Funds
10.63%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
46
Increased
207
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
$12.5M
3
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$5.71M
4
Financial Engines Advisors
Financial Engines Advisors
California
$8.06M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$5.42M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$350K
2
Morgan Stanley
Morgan Stanley
New York
$338M
3
Bank of America
Bank of America
North Carolina
$336M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$9.58M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
651
TruNorth Capital Management
Michigan
$41.6K +$4.37K +45 +12%
CTC
652
Central Trust Company
Missouri
$41.3K – – –
CP
653
Castleview Partners
Texas
$41K – – –
FG
654
Fairman Group
Pennsylvania
$39.3K -$875 -9 -2%
GFPC
655
Global Financial Private Client
Florida
$39.1K – – –
LC
656
Lindbrook Capital
California
$38.3K – – –
FPB
657
First PREMIER Bank
South Dakota
$36K – – –
BlackRock
658
BlackRock
New York
$35.6K +$97 +1 +0.3%
AWM
659
Atticus Wealth Management
Florida
$34.2K +$194 +2 +0.6%
National Bank of Canada
660
National Bank of Canada
Quebec, Canada
$34K – – –
CWM
661
CarsonAllaria Wealth Management
Illinois
$33.2K +$4.58K +47 +16%
SIC
662
SJS Investment Consulting
Ohio
$32.3K – – –
TCM
663
Tradewinds Capital Management
Washington
$32.2K +$32.2K +331 New
IBOK
664
Independence Bank of Kentucky
Kentucky
$30.9K – – –
BLC
665
Brown, Lisle/Cummings
Rhode Island
$30.8K – – –
FGA
666
Fortis Group Advisors
New Jersey
$30.8K – – –
GI
667
GAMMA Investing
California
$30.8K +$30.8K +317 New
EWM
668
Evermay Wealth Management
Virginia
$30.7K +$1.17K +12 +4%
AIP
669
Ameritas Investment Partners
Nebraska
$30.2K – – –
GWSG
670
GPS Wealth Strategies Group
Colorado
$29.6K +$29.6K +304 New
MTIC
671
Missouri Trust & Investment Company
Missouri
$29.2K -$7.3K -75 -20%
VWWMG
672
Vermillion & White Wealth Management Group
Pennsylvania
$29.2K – – –
SC
673
Stephens Consulting
Michigan
$28.6K +$97 +1 +0.3%
CICI
674
Capital Investment Counsel Inc
North Carolina
$26.1K – – –
ITIM
675
Indiana Trust & Investment Management
Indiana
$25.9K – – –
25 26
27
28 29